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Retirement Planning: Services

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?

Research shows that 53.5% of pre-retirees do not feel that they are on track to be able to fund their eventual retirement. In fact, approaching retirement is often the first time many people even consider financial planning, and we understand.

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 looking at retirement planning and 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 wealth specialists will show you where you are now financially, and what level of income you need to meet the retirement lifestyle you hope for.  

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 investment strategies for boosting your financial success and meeting your life goals. 


Our professional retirement specialists have the expertise and experience that can help you to outperform through:

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

  • Paying off your house earlier and having more income later in life

  • Preparing for emergencies and saving for holidays

  • Helping your kids with their further education or getting on the property ladder

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


Ground Floor, Suite #2/40 Hasler Rd,

Osborne Park, WA 6017, Australia

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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.

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, estate planning and Powers of Attorney

  • 'In case of emergency' savings

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

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