How We Differ

Established in 1989, Sage has gone through decades of market growth, decline, and uncertainty yet despite it all, we're still...

 

"WA's leading financial planning practice"

We have been awarded the

Charter ‘Leaders Practice' designation

 

We've also received the Annual Best Practice Accreditation for

"Outstanding delivery of professional standards for service, business management, technical knowledge, compliance, education and financial advice"

But what does all that mean for you? Apart from providing peace of mind, confidence, and credibility, it offers proof that our unique 'Retire Well' offering, adds value to help you achieve your retirement goals.

How We Can Help You

Proudly different from other financial planners in Perth, we're not about high fees, commissions, and confusing jargon. We focus on people, not products and as specialist retirement planners, our priority is not solely on structuring, growing and managing your wealth. We also place great emphasis on your emotional readiness for retirement and overall life satisfaction.

 

We often get asked "When can I retire?", "Have I got enough money to retire?" or "Can I afford early retirement?" These are all valid questions and we're here to help.

 

Our approach is straightforward, honest and benefit-driven. We take the time to get to know you and your goals and concerns surrounding retirement. For many, there is a great fear of running out of money, not being able to afford age care and losing their sense of worth and identity. Our retirement planning advice is specific to your personal and financial circumstances and we will show you exactly how long your money will last.

We consider your individual situation and using data and analytics, state-of-the-art technology and talent, we create flexible,  retirement strategies to keep you on track to achieve your future goals.

 

You should feel confident that your hard earned money will go further allowing you to live well in retirement, and now you can.

BUILDING YOUR RETIREMENT PLAN

Just starting out?

GROWING YOUR RETIREMENT PLAN

Need to increase your pension fund?

MANAGING YOUR RETIREMENT PLAN

Unsure how long your retirement income will last? 

CONTACT US TODAY FOR A COMPLIMENTARY FINANCIAL REVIEW

Ground Floor, Suite #2/40 Hasler Rd,

Osborne Park, WA 6017, Australia

  • Facebook
  • LinkedIn Social Icon

Your details were sent successfully!

Your Team Of Experts

Our aim is to understand you and get to know YOUR story so we can help you build a better financial future. You will receive cost-effective, high-value financial planning advice and retirement strategies specifically tailored to your unique goals and circumstances.

 

Here at Sage, we're large enough to be flexible, yet small enough to care. We have over 20 staff and 7 retirement experts including self-managed super specialists, forming part of our highly skilled and experienced team.  As industry leaders in retirement planning, Sage has access to increased educational opportunities for all our financial advisers and staff. We're smart with your money and you will be kept informed and updated every step of the way.

Working in partnership with you, your dedicated adviser will take your unique needs, goals and aspirations to create a personalised and progressive Sage 'Retire Well' Plan. Using smart technology, we can provide you with a picture of how long your money is set to last during retirement, how you can make your money go further and get you on the road to a secure and happy retirement future. 

FREE ONE HOUR RETIREMENT CONSULTATION

STAY UP-TO-DATE THROUGH OUR CLIENT NEWSLETTER

TESTIMONIALS