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.

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

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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:

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• Conversations around your retirement goals

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

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

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

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• Review of your eligibility for Government assistance

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• Debt management and cash-flow management solutions

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• Discuss estate planning, wills and power of attorney 

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

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And you will be kept fully informed throughout the year.