Are You Ready To Retire?

Aligning all your financial matters to provide peace of mind….

You imagined living the ultimate retirement lifestyle many years ago, but now that time is approaching, are you actually ready to retire?


This question is a stumbling block to successful retirement planning.

During your initial meeting with us, we will not only focus on financials and your current situation. We will actively listen to your hopes, dreams, needs and wants for a happy retirement. 

  • How will you spend your time?

  • Are you mentally ready to give up work?

  • Where will you live?

  • What will be your new purpose?

Once we determine your short, medium and long-term retirement wants, we can then put in place a tailored portfolio so you will have enough money to retire, and start ticking off your bucket list!

We will walk you through a process to answer your questions:

  • How much money will I l have at retirement?

  • How can I reduce my working hours while maintaining the same level of income?

  • What Centrelink benefits will be available to me at retirement?

  • Will I have enough to cover future healthcare needs?

  • How much retirement income can I receive?

  • How can I ensure my wealth is passed on to my loved ones?

In short, we are your partner in retirement and you can trust us to take care of all your worries so you can enjoy a stress-free retirement. After all, you’ve earned it!

Your Trust, Our Expertise

In the years leading up to retirement, your focus will probably shift away from the day-to-day financial matters, such as paying off the mortgage, and you will start thinking about your transition to retirement.

It’s important to understand your retirement may last a long time. Increases in life expectancy mean you can enjoy your retirement for 20 or even 30 years. This comes with both new adventures and new challenges to navigate.

You can start working less and consider moving to part-time employment. You can also secure plans to provide financial assistance to your children once you are gone.


With such a long retirement period, major changes will be inevitable. This could be losing your partner, being diagnosed with a major medical condition or, needing long-term care due to an injury. 

Here at Sage, we help you with more than just your money. Careful planning and long-term, diversified investment strategies can make a big difference to your retirement. We will help make your money last longer, all potential circumstances are covered, and give you peace of mind.

Some of the progressive retirement planning strategies to help you achieve your goals include:

  • Tax smart investing - Why pay more tax if you don't have to?

  • Switching assets - To take advantage of lower costs

  • Reviewing your investment choices - To ensure they are cost-efficient and provide long-term and consistent growth

Building Your

Financial Security

Don't miss out on your retirement because you have run out of cash!

Find out how we can help with:

  • Government support and maximising your Centrelink benefits

  • Protect your wealth from creditors and predators

  • How to structure/time withdrawals from your retirement accounts

  • Debt management for a stress-free retirement

  • Show you your progress so you're always aware of how your investments are performing


Ground Floor, Suite #2/40 Hasler Rd,

Osborne Park, WA 6017, Australia

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