Protect your nest egg and family with expert advice

Get a complimentary super and life insurance checkup with financial planner for peace of mind. 

A financial planner offers valuable expertise and can alleviate this pressure. Our aim is to provide you with:

• Expert guidance to choose the right coverage for your needs, not someone else’s.
• We compare multiple providers to secure the best deal on your life insurance.
• Your chosen policy fits seamlessly into your overall financial situation, leaving you confident and secure.

• Build a secure future for your loved ones.
• Get expert advice on your superannuation and life insurance.
• Compare super funds and find the best fit for your needs.
• Enjoy peace of mind knowing your family is protected.

Book a 15 minute call with an adviser

 
 
 
  Excellent  
    
 Based on 10 reviews 
 
 
  
 
 
 
 
 
 
 
 
  
 
 
  
 
 Leanne Tullemans 
 
2023-12-15
 
 
  
I could not recommend Kerry and Joel more highly to anyone who wants measured advice suited to your individual needs. They are both highly professional and dedicated to achieving great outcomes for their clients.

My previous financial advisor had created an overtly complicated investment structure that I was never comfortable with, which achieved poor returns while costing a fortune in advisor fees. It was incredibly disappointing to acknowledge my portfolio was mismanaged while I was paying through the nose, setting me back years in asset growth.

I'm feeling a lot better about my financial future now I have received quality advice on investments and insurance, suited to my circumstances, risk and investment parameters, from someone I can trust who I know is not going to charge unnecessary fees because they can. Thank you once again Kerry and Joel for your 'sage advice'. Could not recommend them more highly!
  
 
  
 
 
  
 
 Brendan Stone 
 
2023-08-01
 
 
  
Kerry and Joel were suggested to us by family members who couldn’t speak highly enough of their services, myself and my wife engaged them this year and they have been fantastic to work with! Their services have been thorough and transparent the whole way through! I would highly recommend anyone wanting to give themselves a financial edge reach out to these guys for a chat!
  
 
  
 
 
  
 
 Shannen Stone 
 
2023-08-01
 
 
  
Would highly recommend Sage to anyone looking for financial advice. Kerry and Joel have been amazing!
  
 
  
 
 
  
 
 Joy Dinsey 
 
2023-06-22
 
 
  
Joel worked with us over many years to assist us put a focused retirement plan in place, ensuring we would have as stress-free and comfortable lifestyle as possible in our future years.  Together with his professionalism and meticulous work ethic, his knowledge, expertise, honesty, trustworthiness, advice and guidance have been invaluable.   Without any hesitation, we would recommend Joel and Kerry to assist with all your financial advice requirements.
  
 
  
 
 
  
 
 Penelope Strickland 
 
2023-06-15
 
 
  
Having Kerry and Joel actively managing my financial strategy reduces stress and worry and frees up valuable time. Their approach is friendly, down to earth and sensible.
  
 
  
 
 
  
 
 graeme thomas 
 
2023-05-31
 
 
  
Just a fantastic and thorough experience. Kerry was able to cut through the white noise and identify the issues laying out a clear plan of action. I felt supported, informed and most importantly of all, listened to at every step of the journey. Very professional and friendly, overall an amazing experience.
  
 
  
 
 
  
 
 Maria Marcelo 
 
2023-03-27
 
 
  
Totally recommended, Kerry is honest, caring and looks after her clients.
  
 
  
 
 
  
 
 Sam H 
 
2023-03-20
 
 
  
I am most grateful to Kerry for reviewing my insurance needs and clearly explaining where improvements where necessary, in a way that made sense to me. She has a great wealth of knowledge and knew how to apply improvements that put my mind at ease after I had my baby. I just wish I’d seen her sooner as my previous cover was nowhere near as sufficient as I had thought it was.
  
 
  
 
 
  
 
 Mathilde Seisen 
 
2021-02-13
 
 
  
Getting our life insurance sorted with Kerry was a seamless process. Kerry listened to our needs and answered in great details all the questions we had. Would definitely recommend her services.