Services

We are specialists in developing financial strategies for clients that encompass their entire situation, from personal protection through to finance, investment, shares and superannuation.

We operate a full service financial planning firm delivering your initial strategy through to implementation. Our advice is tailored to your situation and provides specific financial strategy solutions along with recommendations on the right product to implement the strategy with.

This involves a five step process; 

• Initial meeting: we discover what really drives and motivates you
• Developing strategy options: we apply specialst technical knowledge to your specific situation
• Presentation of advice: we fully document and explain our recommendations
• Implementation & support: we ensure your strategy is in place and working properly
• Ongoing review: future reviews take into account any changes and plan the next step forward

We provide a sounding board for clients and explain complex financial concepts in plain English so that you understand exactly how you will benefit.

"We have been relying on the team at Sage for financial advice for many years now.  We've always been impressed with the attention to detail that the team provides in their advice.  They have taken the time to understand our financial and personal goals and to establish the degree of investment risk that we are comfortable with.  We have regular meetings to receive feedback on the progress of our portfolio and to make any adjustments as our needs and goals change"  Warwick F.

We operate primarily on a fee for service basis, with clients entering into a retainer agreement for the provision of advice. This means that you know exactly what the advice to be provided covers and how much it will cost.

Mortgage Broking

The structure of your personal finance, home and investment loans is an integral part of your financial strategy.  We provide a full mortgage broking service and are full members of the MFAA.  Adam Holman is an accredited mortgage broker with more than ten years experience.  Through our association with AFG we have access to all major lenders.

This relationship enables us to recommend and implement a finance structure that will work together with your financial strategy and assist to ensure seemless implementation.  We can show you how to save thousands in interest each year.  We can also show you the different ways that you can assist your children to buy their own first home.