• Sage Wealth Management

    We provide successful people with high quality financial advice, enabling them to make better long-term decisions.

  • Sage Wealth Management

    Our client’s best interests always come first

  • Sage Wealth Management

    We are guided by our core principles of proactivity, transparency & accountability

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Welcome to Sage Wealth Management

Formed in 2014, Sage Wealth provides holistic financial planning advice to a select group of families & individuals.

We specialise in advice on investment portfolio management and personal insurances, whilst working with our highly trusted business partners with regard to accounting, tax, superannuation administration and estate planning.

We are highly trained professionals with deep experience in our chosen fields.

Sage Wealth Management

A boutique, self-licenced advice firm with an absolute focus on client outcomes

Our Team

Testimonials

“My wife and I have had Steve involved with the management, advice and direction of our super fund, money management and investments for the last 10 years. We would have no reservations in recommending Steve and his team.”

“My husband and I have been dealing with Steve Glossop of Sage Wealth Management for over 10 years. He responds quickly to our queries. He explains complicated situations in simple terms so that we never feel confused. Sage Wealth Management is a very important tool in our investment strategies.”

“My wife and I have been dealing with Steve Glossop of Sage Wealth Management for over 5 years. He keeps us up to date on all our investments. Responds quickly to queries. I have found Steve to be a very honest person and we both feel very comfortable with him looking after our investments in this very uncertain world.”

“Steve has always given us very sound financial and superannuation advice over many years He has looked after our self managed super fund, always keeping us informed in a professional, clear and concise manner, We have great respect for Steve’s knowledge of investment markets. We have no hesitation in recommending Steve’s services and look forward to continuing our relationship with him in the future.”

“Steve has been advising me for over 20 years. Had I been unsure of his abilities at any point I would have changed advisers. Steve gives clear and ethical advice and his track record in selecting investments has been very good indeed. I shall continue to have him as my adviser.”

“Steve has been my financial adviser for the past 3 years. He has an extensive knowledge of investment markets and his excellent communication skills mean that he is able to share that knowledge in a way that is easy to understand. His guidance over my investment portfolio through the COVID market volatility has been great and has meant that my portfolio performance has stayed positive despite the market crash.”

“Kathleen from Sage Wealth set up our income protection and life insurance for my wife and I. Kathleen made the process super easy, she speaks and explains things very clearly and we ended up with far better protection than we had previously which we are grateful for. My wife and I can highly recommend Sage and Kathleen.”

Our Specialist Partners

We project manage your financial affairs ensuring you get the best possible advice from the best possible specialist

We can work with your existing professional advisors or give you access to our network covering:

Superannuation Administration
Accounting & Tax
Estate Planning
Legal
Mortgage Broking