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 dedicated team of advisors and staff work together to keep you fully informed throughout the year.
Each client has set review dates, either annually or half-yearly and you will get a complete review process that includes:
A personalised portfolio report emailed to you to read at your convenience
A face-to-face meeting to go through your questions and uncover changes in circumstance
A goal identification process to determine your current wants and reset your financial plan to meet current circumstances
Portfolio performance updates as well as market trends, economic and legislative changes and more
Modelling of your financial position and your life expectancy. You will get a clear picture of what 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 apart from our competitors.
Clients who participate in the Financial Health Plan receive other benefits to the regular reports and meetings including:
Invites to at least one seminar per year and other events such as the Christmas function
Monthly contact with any economic and investment updates
Alerts to your personal portfolio as well as legislative or industry changes
Access to your planner as you need them without incurring an extra cost