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.

Happy Senior Couple

TESTIMONIALS

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

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 Stephen Redbond.

Patricia

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. 

Margaret

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 genuine interest in our financial well being.

Peter

Our aim here at Sage is to work in partnership with you to create an effective personalised plan to set you financially free.

If you have received outstanding service and advice from Sage, let us know so we can pop up your testimonial for others to read. 

Your stories and reviews help others make informed choices and lets us know we're doing a good job!


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