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 Advice5.0

See all reviews

review us on

Tracy Farrugia

5 days ago

The advisors at Sage are professional and friendly. Meetings are well run, provide comprehensive information that is easy to understand.

Frank Coulthard

3 weeks ago

Kerry and her team are wonderful to deal with, Kerry explains things in simple terms that made it easier for us to understand and put us on track to achieve our future goals. Wish we went to her 10 years ago. Can not speak highly enough for her.

neil jabs

3 months ago

Very professional and excellent customer service. Long term standing in community and very knowledgeable in all aspects of financial services. Confidentiality, strong ethics and integrity are all evident along with great communication quick response skills. I have known Kerry and Joel for the past 15 years and they always conducted their dealings efficiently and professionally. They are excellent at what they do and I highly recommend this business to anyone seeking financial assistance. Well done and thank you for your continued help and ongoing support.

Shows CCKC

5 months ago

Very professional and strong follow up A very pleasant experience Will Definatley recommend to my friends

Yvonne Grant

5 months ago

Very professional yet friendly and down to earth. So glad I found Kerry and her team as I feel comfortable about my future.

Anne E

9 months ago

My husband & I would highly recommend Kerry, Joel and team at Sage Financial to anyone requiring financial advice. Kerry is easy to talk to, listened to what our needs were & worked with us. We found Sage Financial Cairns to be highly professional and provided great customer service.

Jo Brooks

10 months ago

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

10 months ago

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 Sage Finacial planning to others.

Fran Dowland

11 months ago

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

11 months ago

Book an Introductory Call

If you’d like to know whether it’s right for your business, book a 15-minute call below.

Book Now