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Sage
40 Hasler Road, Osborne Park, Western Australia, Australia
About Sage
Welcome to Sage, a leading financial institution located at 40 Hasler Road, Osborne Park, Australia. Established in 1989, Sage has been a trusted name in the finance industry, weathering market fluctuations and uncertainties to provide exceptional services to our clients.
We are proud to have received the Annual Best Practice Accreditation for our outstanding delivery of professional standards. This accreditation recognizes our commitment to service, business management, technical knowledge, compliance, education, and financial advice. It is a testament to the peace of mind, confidence, and credibility that we offer to our clients.
What sets us apart from other financial planners in Perth is our unique 'Retire Well' offering. Unlike those focused on high fees, commissions, and confusing jargon, we prioritize people over products. As specialist retirement planners, we not only focus on structuring, growing, and managing your wealth but also place great emphasis on your emotional readiness for retirement and overall life satisfaction.
We understand that retirement planning can be overwhelming, which is why we are here to help answer your important questions. Whether you are wondering when you can retire, if you have enough money to retire, or if you can afford early retirement, we have the answers. Moreover, we go beyond financial considerations and delve into your purpose in retirement, how you envision spending your days, and whether retirement is truly what you desire. By addressing these pertinent questions, we aim to help you live a more fulfilled and meaningful retirement.
Our approach is straightforward, honest, and holistic. We take the time to get to know you, your goals, and your concerns surrounding retirement. Recognizing that everyone has their own unique approach to retirement, our planning advice is tailored specifically to your personal and financial circumstances.
Using data, analytics, smart technology, and our talented team, we create flexible retirement strategies that keep you on track to achieve your future goals. With our guidance, you can feel confident that your hard-earned money will go further, allowing you to live well in retirement.
Unsure about how long your retirement income will last? We aim to understand your story and help you build a better financial future. Our cost-effective and high-value financial planning advice and retirement strategies are tailored to your unique goals and circumstances.
At Sage, we are large enough to be flexible yet small enough to care. With a team of over 20 staff and 7 retirement experts, including self-managed super specialists, we have the expertise to meet your needs. As industry leaders in retirement planning, we prioritize ongoing education for our financial advisers and staff, ensuring they stay up-to-date with the latest knowledge and trends.
Working in partnership with you, your dedicated adviser will create a personalized and progressive Sage 'Retire Well' Plan based on your unique needs, goals, and aspirations. Through smart technology, we can provide you with a clear picture of how long your money will last during retirement and guide you towards a secure and happy retirement future.
Please note that the information on this website is general in nature and does not take into account your specific objectives, financial situation, or needs. We encourage you to consider your own financial situation and needs before making any decisions based on the information provided.
Sage Financial Group, ABN 85 009 388 916, trading as Sage Financial Group, is an authorized representative of Charter Financial Planning, an Australian Financial Services Licensee and Australian Credit Licensee (Licensee Number 234 665).
Photos of Sage
Ground Floor, Suite #2/40 Hasler Rd, Osborne Park WA 6017, Australia
Opening hours of Sage
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Sage
"We have engaged the services of Trent from Sage for our financial planning advice over the past 4 years. He always explores & presents multiple options for investment for all avenues of finance including Superannuation. His ability to present information in a clear & concise manner we believe can be attributed to both his knowledge of current markets & his passion for helping us to set & achieve our financial goals."
"Be aware of their poor service! We got life insurance through them, they charged us $500 after getting the money, they never returned our calls or requests to make changes to the policy, I even called the business manager. Nothing happened."
"Speaking as a client, John Elders and the team have looked after my investments, Superannuation and financial planning for over seven years. The Sage team are honest, ethical and they respect my views and continue to provide advice and services to help me reach my financial goals."
"Craig and the team always go above and beyond with the services that they provide. If they don't know the answer they will find out and always offer you options for you to choose the product that best suits your needs and situation."
"Our law firm has worked with clients of this group. They are trusted and very professional."
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