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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.
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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