Who We Help

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Kerry brings a wealth of knowledge, commitment, and loyalty to organise our finances to work best for us. This provides valuable reassurance to us.

Melissa Hobson

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Kerry was delightfully informative, knowledgeable and listened to what my future goals were. She had a good discussion on how to archive those goals and used that information to guide the Finacial plan and prioritise the actions to be taken. She was upfront about the charges and suggested appropriate insurance protection.She was also flexible to accommodate changes in my original plan in a realistic manner, setting up a good rapport for future consultations.Thankful for the time spent with Kerry and happy to recommend her and SageFinacial planning to others.

Fran Dowland

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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

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Scott Finlay

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Genuine interest in my financial picture to produce an individualised plan. Team approach to putting the plan into action.

Sydney Cyr

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Kerry has been fabulous! He has given us advice specific to our current situation, helping us plan for our future and has been kind, caring and very communicative throughout the whole process!

Ray Freeman

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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.

catherine limberis

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Working with Kerry and Joel was such a positive experience! Kerry was so invested in us and worked hard to secure some good outcomes! She gave good, solid financial advice and was an advocate for us throughout the process. They were both responsive and professional throughout our engagements with them and I can’t rate them highly enough.

Bryn Rohdmann

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Dan Bujora

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Great customer service

William Munro

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

Brigid Lees

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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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Debbie Jaques

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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.

Verena Arnold

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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

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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

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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

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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

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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!

Brendan Stone

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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!

Shannen Stone

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

Joy Dinsey

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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.

graeme thomas

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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 M

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

Sam H

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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

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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.

Success stories

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