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Welcome to

Sage Financial Advice

Creating security & wealth through tailored financial planning

At Sage Financial Advice we are committed to delivering value, choice and results for our clients. We work with business owners and professionals to help them achieve their financial purpose. We use a goals-based approach that takes into account the client’s personal needs, the time frames to achieve these in, and the level of risk they wish to take. This enables us to create a personal strategy and a financial roadmap.

Make time to have a 30 minute Zoom call with a financial advior to discuss what you are looking to achieve. There is no charge or obligation while we determine whether you will benefit from working with us.

Wealth Management & Financial Planning

Investment Management

Our investment strategy is based on understanding your needs and providing flexible investment options to help you reach your financial goals. 

A financial planner can offer knowledge and objectivity to save and invest wisely, assisting you to find the most appropriate solution for your circumstances.

Retirement Planning

Once you reach the stage where you’re considering your retirement income, enlisting financial advice becomes even more important. Many of the choices you make at this time will affect your lifestyle so you need to make sure they’re right.

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

Family Protection

If you die or suffer a disability, the emotional strain on your family can be quickly compounded by financial strain if you don’t make suitable plans to help protect their financial future. 

By taking out personal insurance, you can ensure a suitable sum of money becomes available to you or your family to help meet immediate and future financial needs, and to maintain your living standard.

Business Protection

Many business principals often overlook the importance of insuring themselves (and other key people in the business) for death, disability and illness. This can be a very risky oversight, as the long term absence or loss of a key person can have a dramatic impact on a business and the principals’ interest in the business.

By eganging a financial planner with expertise in this field, will ensure that your business and lifestyle are protected by having the right amount of cash paid to the right people at the right time.

Address

PO BOX 15034
Edge Hill, QLD 4870

 Phone

0412 554 398

Email

admin@sagefinancialadvice.com.au