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Retirement Planning: Services

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, there is no time like now!

Your Future Starts With The Present

It's hard enough paying off your HECS, buying a decent car and saving 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 and accumulating your wealth, so you can enjoy the benefits of forward-planning when you're ready to kick back and relax.


Financial 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.


Did you know you can pay for insurance through Super? 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 Specialist will use smart technology to show you how long your funds can last. They will then create several wealth-building investment portfolios and savings strategies alongside your superannuation.


Ground Floor, Suite #2/40 Hasler Rd,

Osborne Park, WA 6017, Australia

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Creating Your Long-Term

Wealth Creation Plan

Everyone wants to retire, so everyone must plan for it

You're new to the workforce and excited for the future. We get it; Superannuation, insurance for the under 30s, first time investing, taxation and estate planning isn't exactly front of mind. 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 that happen


Your dedicated financial adviser will walk you through how you can make sound financial planning investment decisions so you can plan for your goals from your very first pay check. 

We'll also go through the important steps you need 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. 

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