AND THERE'S MORE
I have introduced several friends already and some family members recently as well. I would not have managed my retirement without the advice received from Sage.
I have been a client of Sage Financial Group for approximately 5 years. I have been very satisfied with the advice given and actions taken on my behalf, especially appropriate recommendations for organisation of an Allocated Pension Fund, minimizing Capital Gains Tax on a rental property after retirement and assistance and relevant advice on the estate of my partner who passed away without a will.
We are writing to bring your attention to the excellent service we have received, from financial planner John Elders. Mr Elders expressed a keen interest in us and our financial situation. He was honest in his appraisal, took the time to get to know us and presented to us a practical way forward. He continued his excellent customer service by way of follow-up calls and meetings. We realised the dedication and integrity of John as he “walked” us through our financial situation. He made us feel as though we were important and he had a genuine interest in our financial well being.
I had long struggled with the complicated worlds of finance and superannuation, as well as how best to prepare for retirement. Being referred to John Elders at Sage put paid to my worries. John has been managing our finances since 2017 and I cannot speak highly enough of his services.
John’s professionalism is matched by his open and welcoming manner which combine to engender confidence and trust. John’s experience and knowledge of the financial world, coupled with his ability to explain things simply has helped us to navigate our way to a secure and comfortable retirement.
We are extremely appreciative of the support we have received from John and we look forward to continuing our partnership with Sage into the future.
Stephanie and Allen
Speaking as a client, John Elders and the team have looked after my investments, Superannuation and financial planning for over seven years. The Sage team are honest, ethical and they respect my views and continue to provide advice and services to help me reach my financial goals.
Our aim here at Sage is to work in partnership with you to create an effective personalised plan to set you financially free.
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The regular information updates on relevant matters are very informative and much appreciated. In summary, we are very satisfied with Sage Financial Group, in particular Craig Todd, and would recommend the firm and their services.
Ian and Peta