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.

 

Are You On Track?

Retirement will mean something different to you at different phases of your life.  But are you on track to living your retirement the way you imagined it?

During the peak of your career, you have no doubt achieved a great deal. Perhaps you have your own business, several investment properties or paid off your house and are enjoying the financial freedom that comes with it.

 

Maybe you’re not where you want to be or maybe you haven't even thought about retirement yet.

 

That's okay because now's the time to start growing your wealth.

Faced with uncertainty, it is easy to take investment short-cuts and make the wrong decisions with your money.

That's where we come in. Our highly experienced team of Retirement Specialists will show you where you are now financially, and whether you are on track to meet the retirement lifestyle you hoped.  

Accelerate Your Investment Returns

Stay ahead of the game and gain peace of mind

By working together, we can delve deeper into your current lifestyle and future aspirations to fully understand your story and identify your investment objectives.

There are several strategies for boosting your financial success and meeting your life's objectives. 

 

Our professional expertise and experience can help you:

  • Tax-smart investing so you keep more of the money you earn

  • Pay off your house earlier and have more income later in life

  • Prepare for emergencies and save for holidays

  • Help your kids with their further education or get on the property ladder

The benefit of a partnership with your dedicated retirement specialist is gaining access to resources, training, knowledge and smart technology that only a leading financial services house like Sage can deliver.

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

Manage Your Wealth

Making a difference together...

 

Simple things like topping up your super, reviewing your investments and estate planning can make a big difference to your wealth fund.

Here's what else we can help you with:

  • Financial forecast to see if you’re on track and how your wealth fund can be boosted

  • Organising your will and powers of attorney

  • 'In case of emergency' savings fund

  • Financial support and aged care options for your nearest and dearest