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Retirement Planning: Services

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 and we even review your expense and cashflow.


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 your financial position so you get a clear picture of how much money you can expect in ten, twenty or thirty years’ time.

And you will be kept fully informed throughout the year.

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Research indicates that people who receive ongoing financial advice are 5.2% times better off financially than those who go it alone. 

Clients in the Retire Well process will receive other benefits from 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 Adviser and dedicated Client Services Officer as you need them 


Ground Floor, Suite #2/40 Hasler Rd,

Osborne Park, WA 6017, Australia

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