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"

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We have been awarded the

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Charter ‘Leaders Practice' designation

 

We've also received the Annual Best Practice Accreditation for

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

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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.

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.

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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.