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.

 

An Old Tradition For A New Generation

It's never too soon to start planning for a financially independent future

  We understand that 'future savings' in your 20s and 30s isn't top of mind, but during this time, you will likely have the most disposable income and it pays to insure and invest.

 

The sooner you start, the sooner you can build the wealth you need to secure your future. 

No matter how you thought life after work would pan out, we've seen first hand how different that plan looks when you actually get there, and that's why when it comes to investing, growing and protecting your assets, the sooner you start the better.

Retirement Isn't Guaranteed...It's Planned 

It is hard enough for you to pay off your HECS, buy a decent car and save up enough money to get on the property ladder.

 

It's not surprising, therefore, that even thinking about finding more money to save up for life after retirement seems an impossibility and surely one that can wait another 10 years or so?

 

However, now is the exact time to make a start on growing your wealth so you can enjoy the benefits of forward planning when you're ready to kick back and relax.

 

The importance of planning EARLY is important and smart. Your superannuation only goes so far to help you live the life you want...whatever that may look like.

 

We can build your wealth and set up insurance inside your Super so you don't have to scrimp elsewhere.  

 

Your designated Sage Wealth Creation adviser uses smart technology to show you how long your funds can last. We will then create several wealth-building investment portfolios and savings strategies alongside your superannuation.

CONTACT US TODAY

If you would like to see what you will be able to achieve in retirement, fill in the form to arrange a complimentary “snapshot” projection

Creating Your Long-Term

Wealth Creation Plan

Everyone wants to retire, so everyone must plan for it

We get it. Superannuation, insurance, investments, taxation and estate planning isn't exactly exciting stuff. However, you don't need to know the ins and outs of wealth creation to make a start.

Our aim is to help you avoid common pitfalls and take you from what you need today, to where you want to be in the future.

 

  • Do you want to travel the world?

  • Pay off and own your own home?

  • Work as and when you want

  • Maybe you want all of the above and we can help make it happen

 

Your dedicated Wealth Creation specialist will walk you through how you can make sound investment decisions so you can plan for your goals from your very first paycheck. 

We'll also go through the important steps you need to take to protect your wealth as you go through your journey to a financially secure future. This includes getting started with insurance and paying 1/2 the price than if you wait another 10 years

You’re going to be working hard for the better part of your life, so make sure you get something out of it at the end.