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 financial health plan 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 only priority is helping to build, grow and manage your wealth so you can live the life you've worked so hard for.
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 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 use data and analytics, state-of-the-art technology and talent to create tailor-made retirement planning strategies to keep you on the right track to help you achieve your future goals.
You can now feel confident that your hard-earned money will go further allowing you to live well in retirement.
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 8 retirement 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 financially secure future.