Our Difference Is Your Future

More than just a review

Standard financial reviews are often a tick box exercise. They are booked in annually to reassure you have not been forgotten, update any changes to your circumstance and review your plan. Sage is different.

Our 'Retire Well' process ensures you receive continual and increased value through ongoing financial advice.

We constantly monitor the markets, analyse and review your portfolio accordingly and keep you fully informed throughout the year.


Each client has set review dates, either annually or half-yearly but both include a complete review process that includes:

  • Conversations around your retirement goals

  • How well your super is working for you and SMSF options

  • Updating you on the diversified investment strategies used to create your wealth

  • Review tax-smart strategies so you keep more of the money you earn

  • Review of your eligibility for Government assistance

  • Debt management and cash-flow management solutions

  • Discuss estate planning, wills and power of attorney 

  • Modelling of your financial position so you get a clear picture of how much money you can expect in ten, twenty or thirty years’ time and discover what smart financial planning can achieve

Bridging the Financial Gaps

Our difference is your future


It is this review process and the way we deliver it that sets us you up for success.

The value of household financial assets attributable to ongoing advice is up to 2.73 times greater than no advice.

Clients in the Retire Well process will receive other benefits to the portfolio reports and reviews including:

  • Ongoing investment management and maintenance

  • Constant monitoring of ever-changing global markets

  • Monthly newsletters and relevant updates

  • Alerts to your personal portfolio as well as legislative or industry changes

  • Full access to your dedicated financial planner and Client Services Officer as you need them 



Ground Floor, Suite #2/40 Hasler Rd,

Osborne Park, WA 6017, Australia

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