Retirement planning

We can guide you through key life decisions and advise you on tax efficiency, making certain that you’re saving enough enabling you to enjoy the retirement you deserve.

Business protection

As your business protection managers, we collaborate with your accountant and lawyer to evaluate the appropriate level of insurance for your business.

Personal Insurance

A key aspect of your financial health is your insurance. Without the right protection in place, you and your family’s financial wealth can be derailed.

Putting your financial wealth first.

Financial planning and advice that’s clear, simple, and focussed on you.

Services

We help you take control of your financial wealth, from retirement planning, investments and superannuation, to income protection and life insurance or total permanent disability insurance.

Life Insurance - Family

Personal Insurance

The most underinsured asset you have is you. Let us provide the insurance you need to protect your wealth and your family, in the instance of death, disability or illness.

Cairns financial planner

Business Protection

Keep your business running in the event of losing a key person. We help ensure your business or lifestyle is protected by having the right cash available at the right time.

Retirement planning 3

Retirement Planning

We help you reach retirement with the wealth you need to stop working. By developing strategies to get your finances in order, you can avoid being forced to work to afford to live.

Why do I need a Financial Advisor?

Ensuring your financial future is secure, takes planning. Creating future financial wealth requires expert guidance and support from financial advisors you can trust.

We are approachable, accredited financial planners, based in Cairns, enabling our clients to plan their future with confidence and simplicity.

Financial planners in Cairns

About

With decades of experience our financial advisors, Kerry and Joel are passionate about helping you achieve a better financial future. Learn more about Sage and the team.

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Image of a family enjoying quality time, representing the importance of protecting loved ones' future.

Who we help

If you are seeking a holistic approach to planning your finances, whether it’s for you and your family, or your business, we can help.

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Let's Talk

If you want to begin your journey and begin planning for a future that excites you, talk to one of our advisors.

Book an appointment

Why work with us?

Whether you’re planning for retirement, seeking to invest, or looking to protect your wealth from the unexpected, we provide the comprehensive financial advice you need to reach your goals.

We only work with a limited number of clients, to ensure you receive the focus your wealth deserves. If you need a financial advisor who pays close attention to your financial and lifestyle goals, Sage Financial Advice would love to hear from you.

Plan for your tomorrow. Today

There’s no time like the present to begin planning for your future. Book your consultation with financial advisers in Cairns to see how we can help.

Sage Financial Advice
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