Book A Complimentary Financial Review

Whether you're changing financial planners, or have never had a financial adviser, we'd like to offer you a no-cost financial review so we can provide personalised advice specific to your current situation and circumstances.

Our team of experienced advisers are on hand to answer your questions:

  • How long will my money last in retirement?

  • How can I minimise tax and maximise benefits?

  • How can I protect my assets from creditors and predators?

  • Am I in the right superannuation fund?

  • How can I build, manage and grow my wealth?

  • What can I do with my money right now?

Our tailor-made retirement solutions are designed to keep you on the right track to help you achieve your future goals.

Our approach is straightforward, honest and benefit-driven.


During your financial review, we will offer robust financial planning advice that is specific to your personal and financial circumstances and we will show you how long your money will last.​

Complete The Form To Book  Your Review

Ground Floor, Suite #2/40 Hasler Rd,

Osborne Park, WA 6017, Australia

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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.