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.

Life Stages

Where are you at?

Wealth creation is essential if you want to live the life you dream of. Sage creates tailor-made financial plans to suit your current lifestyle and future financial security.

 

Our highly skilled team of advisers are qualified to advise you on the financial development of each life stage and will work alongside you to create a plan that works for your ultimate lifestyle, university, or trust fund dream.

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There are important life stages that require attention if you want to secure your future lifestyle, and it all starts with the right planning...right now.

18-35yrs

 

Set Myself Up

This is the most crucial stage, quite simply because taking that first step means you are serious about making your money work for you, as opposed to only working for money.

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Research has shown that developing your financial plan up from a young age, as opposed to simply saving, is a crucial step to financial independence.

36-55yrs

 

Grow & Protect My Wealth

Our highly experienced team of advisers will create a tailored financial plan to suit your finances, family life and long-term life goals. Once you’re set up, you can grow your wealth by building your financial portfolio through several investment option outlined by our advisers. This a vital step towards preparing your retirement and protecting your funds

56-Retirement

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Preparing for retirement

It is our job and priority to help you get financially ready for your retirement years. The importance of planning your retirement cannot be overstated enough. Your Sage adviser will take you through a simple process to show you how long your funds will last, what Centrelink benefits will be available and how much income you can receive.

Post Retirement

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Enjoying retirement

Live the retirement lifestyle you imagined many years ago. Sit down with our advisers and decide which financial stream would best suit your dreams. Our advisers will provide you with the results of all options and help you make the best choice.

You’ve worked hard for the better part of your life, so make it count for something truly special. Retirement is a time for relaxing, fun and taking in the sights, sounds and moments that passed you by before.

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Establish Your Path To Financial Freedom Now...

...and pave the way for a comfortable retirement

 

Financial preparation is the only way to live well in retirement. Here at Sage, we create tailor-made financial plans to suit your current lifestyle and future financial security. Wherever you are in your life, we will work with you to prepare, grow and manage your money so it is waiting for you whenever you need it.

 

Throughout your life stages, there are certain strategies you can implement that will maximise your investments, minimise tax and offer confidence, peace of mind and financial security.