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
Sage Financial Advice
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Dan Bujora
Dan Bujora
Great customer service
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.
Verena Arnold
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
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
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
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
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.
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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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Sage Financial Advice
5.0
Based on 21 reviews
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