Who we help

Our clients generally have one thing in common - they know their finances could be working harder for them. Whether you are balancing home loan repayments with generating financial wealth or trying to ensure your super fund can provide the financial freedom you need to retire, we can help.

If you are seeking value-based, uncomplicated, no-nonsense financial advice, we’d love to hear from you.

Success stories

Our ambition is that our clients have the confidence to plan for and achieve their financial goals. We accomplish this by spending time with you to understand your concerns, financial position, and future aspirations. It’s only when we know this, we can develop the right strategy to meet your objectives. We then take action, preparing the paperwork and carefully implementing your roadmap to success. Don’t just take our word for it, read what our clients have to say…

We have known Joel Little for 10 years and can highly recommend his services. Due to his professionalism, knowledge and sound advice, he honestly turned our lives around. Thanks to Joel, we are now enjoying our retirement with no financial worries.

Art and Maggie Makar

Kerry spent time getting to know our personal and financial situation. Her advice was aligned to our goals and we were comfortable implementing it. Now, Sage Financial Planning ensure we remain on track to meet our financial and lifestyle goals.

Elizabeth

We were initially hesitant about using a financial adviser but so glad now that we did. Sage has provided very comprehensive and personalised advice, and guided us through the changes needed to grow better financial stability for the future

Justin & Tash Coventry

Kerry genuinely cares about my financial plan and making sure that I am adequately covered and protected. It’s nice to speak with someone directly who is always on top of the current issues and removes the stress and complexity from financial planning and insurance.

Samantha S.

Excellent
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Anne E
Anne E
My husband & I would highly recommend Kerry, Joel and team at Sage Financial to anyone requiring financial advice. Kerry is easy to talk to, listened to what our needs were & worked with us. We found Sage Financial Cairns to be highly professional and provided great customer service.
Jo Brooks
Jo Brooks
Kerry brings a wealth of knowledge, commitment, and loyalty to organise our finances to work best for us. This provides valuable reassurance to us.
Fran Dowland
Fran Dowland
Best experience I have had trying to organise income protection insurance. Kerry took the time to know what was important to me and tailored the insurance to suit. Very comprehensive and took the hard work out of the ordeal.
Trevor Brooks
Trevor Brooks
Ray Freeman
Ray Freeman
We highly recommend Sage Financial for being so professional, helpful and friendly. We feel very confident with their financial advice and could not fault their service.
Bryn Rohdmann
Bryn Rohdmann
William Munro
William Munro
Just what we needed to get our future financial goals on track. We can highly recommend.
Brigid Lees
Brigid Lees
We’ve had a fantastic experience working with Kerry and her team! After our insurances were left in a mess by a previous adviser, Kerry quickly sorted everything out for us and even submitted a successful claim, that our previous adviser had missed! She explained everything in simple, easy-to-understand English and was always quick to respond to emails. It has been an absolute breeze dealing with Kerry, and we couldn't be happier with the service received. Highly recommend!
Mary-Ellen O'Hare
Mary-Ellen O'Hare
Debbie Jaques
Debbie Jaques
Kerry and Joel helped take the confusion out of our existing insurance and superannuation plans and provided us with recommendations that were more inline with our lifestyle and goals. We have no hesitation in recommending their services and we look forward to a continued relationship with them both.
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Sage Financial Advice
5.0
Based on 29 reviews
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