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

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Who is liable for the business loan if a guarantor dies?

Guarantor Protection: Life and Disability Insurance Starting or expanding a business often requires loans. Since these loans can ...

cup of hot lemon tea for a sick person. Recommend business expense insurance

Business Expense Insurance

This week, a client facing a cancer diagnosis needed to make a claim on their insurance. This experience ...

Income protection insurance cairns

Income Protection for Peace of Mind

Are you worried about how you'll cope financially if you're unable to work due to an illness or ...

Trauma cover in Cairns

Trauma Insurance and the Benefits

Do you understand the importance of trauma insurance and how it can help you? Trauma insurance is designed ...

Closing the Gap: Why women’s retirement savings deserve equal attention

As a woman, it's concerning to see the stark shortfall that women have when it comes to retirement ...

Save tax on an electric vehicle

If you're in the market for an electric vehicle (EV), or a plug-in hybrid vehicle (PHV), then it's ...

Book review – Lessons on Chemistry by Bonnie Garmus

Kerry recently read "Lessons in Chemistry" by Bonnie Garmus, and felt compelled to spread the word about it! ...

The science behind why we need life insurance

Life insurance protects our future financial circumstances against unexpected illness or injury. Deep down, most of us probably ...

Why it pays to review your cover

Your life insurance is flexible and can be adapted to your changing needs. Make sure you have a ...

Bonds, inflation and your investments

The recent sharp rise in bond rates may not be a big topic of conversation around the Sunday ...

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

5.0

Based on 21 reviews

Sage Financial Advice

5.0

review us on See all reviews

1731648827

Great customer service

1731622838

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

1725955050

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

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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.

1721623269

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.

1720752325

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.

1720511824

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.

1715725572

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.

1708996189

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.

Elizabeth Burke

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Kerry and Joel worked with my partner and I to understand our needs, set goals and create a plan to achieve them.We were extremely comfortable to implement the recommended advice.I highly recommend this professional business to anyone seeking to secure their financial goals.

Leanne Tullemans

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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!

Lachlan Farquharson

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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!

1690877051

Would highly recommend Sage to anyone looking for financial advice. Kerry and Joel have been amazing!

1687417717

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

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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.

1685532407

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.

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Totally recommended, Kerry is honest, caring and looks after her clients.

1679290718

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

1613256646

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.

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