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.

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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