We can't fault the service at Sage. Craig Todd, whom we've dealt with for years now has always given us prudent, timely advice. He has helped keep our SMSF compliant, worked closely with our accountant and helped ensure we're on track with investments and the ever-changing regulatory environment. The whole team are friendly, professional and promptly addresses any questions we have.
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.