About us

Put simply, we get your financial house in perfect order and keep it that way. Whether you just don’t have the time, or you don’t know how to make your money work hard for you, we plan and organise your financial wealth.

Sage Financial Advice was established by Kerry Farquharson in 2021. Having seen firsthand how impersonal and cold finance can be for clients, Kerry knew there was a better way. By building relationships with clients, developing realistic, achievable action plans and goals, Sage Financial Advice is your trusted Cairns financial adviser.

Our Vision

Our clients achieve the financial wealth they need to thrive in life. Whether they are heading into retirement, or they are planning to work less, their finances will allow them to make life choices confidently.

Our Mission

We are a trusted adviser to our clients, who know we work to enable them to reach their financial goals. We never overcommit, overcomplicate or overpromise. We simply provide value-based financial planning.

Testimonials

We have known Joel Little for 10 years and can highly recommend his services. Initially, when we approached him for some financial advice we were in a worrying financial position with no obvious way out. Due to his professionalism, knowledge and sound advice, he honestly turned our lives around. He has always provided us with solid financial advice, and is honest, and trustworthy.

He has always been there for us and nothing was ever too much trouble. Thanks to Joel, we are now enjoying our retirement with no financial worries.

Art and Maggie Makar

My partner and I felt it was time to prioritise planning for our retirement. We wanted practical advice that we could understand and implement with confidence. A colleague recommended we make an appointment with Kerry at Sage Financial Advice and from the start, Kerry spent time getting to know our personal and financial situation to understand our complete financial picture. The advice that was prepared was aligned with our goals and we were comfortable implementing it. We recognize that things change, therefore we have opted to continue with an ongoing relationship with Sage Financial Planning to ensure that we remain on track to meet our financial and lifestyle goals.

"We were initially hesitant about using a financial adviser/service 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

Meet the team

Kerry Farquharson

Director and Financial Adviser

Joel Little

Director

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.

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Supporting the community

Looking after those around us, and the community we operate in is vital to the team at Sage Financial Advice.

Our preferred charity is The Pyjama Foundation, an organisation that supports foster children and helps them through learning, life skills and building confidence.

We recently supported the FNQ Hospital Foundation and celebrated their 25th anniversary at their Gala Ball.

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Sage Financial Advice

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Dan Bujora

Great customer service

William Munro

Just what we needed to get our future financial goals on track. We can highly recommend.

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

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.

Verena Arnold

Kerry & Joel were wonderful explained and guided husband an I through our superannuation and put a comprehensive plan in place. The advise we received was highly professional and comprehensive. We would recommend them to anyone who needs finance advise.

Lesley Kirsche

Always available to explain and answer any questions - keeping my finances up to date and best returns for my circumstances. Recommend them to anyone who needs financial advice.

MattsterOz

Kerry & Joel @ Sage were wonderful through the whole process from start to end. Providing the best options available in our situation and guiding us through the process making a daunting & difficult task quite simple. Thanks so much Sage! We highly recommend their services to all who are looking for a change for the better with their finances.

Kirsty

Great chat with Joel who helped answer questions & gave gentle clear advice to my Mum who finds all the finance/superannuation stuff confusing. He was so kind & courteous to my Mum, we left there feeling confident & reassured. A very, very lovely & knowledgable guy.Recommend anyone looking for financial advice and guidance to go & see Joel.

Angela Lynch

Kerry and the team at Sage reviewed our existing protection insurances and carefully navigated and negotiated with providers to increase our cover with only a small premium increase overall. The advice we received throughout the process was exceptional.