Sage Financial

Award-winning Retirement Specialist, helping you plan and live out your retirement dreams. Proudly different from other financial planners in Perth, we're not about high-cost commissions and confusing jargon. Our only priority is helping to build, grow and manage your wealth so you can live the life you've worked so hard for. Our approach is straightforward, honest and benefit-driven. We can help you maximise your wealth fund, create a risk-appropriate and diversified investment portfolio, minimise tax and ensure you receive your government entitlements. Our professional expertise and experience can help you: Tax-smart investing so you keep more of the money you earn Pay off your house earlier and have more income later in life Prepare for emergencies and save for holidays Help your kids with their further education or get on the property ladder Financial forecast to see if you’re on track and how your wealth fund can be boosted Organising your will and powers of attorney 'In case of emergency' savings fund Financial support and aged care options for your nearest and dearest Model how much money you will have at retirement How you can reduce your working hours while maintaining the same level of income What Centrelink benefits will be available How much retirement income you can receive Careful planning and long-term, diversified investment strategies can make a big difference to funds in retirement. We will make sure your money lasts longer and give you peace of mind that our hard-earned wealth is protected. Your future is in your hands and our tailor-made planning solutions are designed to keep you on the right track to help you achieve your future goals. Sage Financial Group ABN 35 002 976 294, trading as Sage Financial Group is an authorised representative of Charter Financial Planning Financial Services Licensee, Licensee Number 234 665. http://www.sagefinancialgroup.com.au/FSGs-Disclaimers.htm