This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Sage Financial Group, ABN 85 009 388 916, trading as Sage Financial Group is an authorised representative of Charter Financial Planning, Australian Financial Services Licensee and Australian Credit Licensee, Licensee Number 234 665.

 

Financial Planning Isn't Rocket Science

But it does need to be carefully managed.

Many companies like to confuse clients and justify their costs with industry jargon and legislation scaremongering.

 

The truth is that financial planning doesn't have to be complicated or scary, but to reap the benefits, it pays to be ahead of the process.

​

As financial planners, we live and breathe 'all things financial' so you don't have to. 

 

It is our job to provide you with fully customised financial planning to suit your lifestyle

 

We work in partnership with you to select the right strategies and investments to help create your dream future.

 

Built on a foundation of trust, we don’t promise what we cannot deliver, but we do deliver what we promise.

Investment Advice

Investing money is a risk. There are too many choices with many hidden pitfalls.

 

There is no one size fits all solution. People's objectives, attitude to risk and financial starting point are different. To ensure you're always ahead, we need to get to know you and find the right investment fit to meet your goals.

Superannuation

Did you know that super is just a tax strategy for holding investments? We take the mystery out of super and educate you on how your money can work harder for you.

​

Our self-managed and individual solutions are tailored, end-to-end for your individual needs.

Personal Insurance

No-one likes paying insurance, but what happens when it all goes wrong? Traumatic events can happen at any time so don't delay and protect you and your family by selecting the appropriate cover before it's too late..

 

Mitigate the risky business of life and gain peace of mind by calling our advisers who will assist you with managing risks.

Cash Management

The world is full of high-income earners and the secret to wealth creation is how they use that income.

​

Our financial planning system and client Portal help you manage your accounts and ensure you make the most of your money.

​

Wealth Creation

Whatever your goal we can help with options and strategies, such as:

​

Budgeting

Cash management

Salary sacrificing

Tax savings

Investing, and using debt

​​

We work with you to find the right solution.

Tax Effectiveness

Taxation is inevitable, but did you know most of us pay more than we need to?

 

We provide tailored advice to minimise your tax liabilities. 

Estate Planning

Death is an unfortunate part of life and the last thing you want to worry about is squabbles over your estate.

 

We ensure that your finances are paid according to your stipulations, while giving the best tax treatment to maximise value.

​

Centrelink

Are you entitled to Cemtrelink benefits and what benefits could you hope to receive in the future?

 

Our specialist team of advisors will ensure you get the Centrelink benefits you are entitled to.

CONTACT US TODAY

If you would like to see what you will be able to achieve in retirement, fill in the form to arrange a complimentary “snapshot” projection