Sage Wealth Management
Holistic Financial Advice
We work with you to identify your goals both personally and financially, and then develop a long-term plan for you to meet those goals
We will work to map out all of the components of the plan and then work with you to put each component in motion.
Through regular reviews we provide accountability and continuing refinement to your plan in your ever-changing world.
Investment Management
We construct your individually tailored Investment Portfolio, guided by your specific goals and risk
parameters
When it comes to your investment portfolio our key role is to temper greed and becalm fear. In achieving this, we assist our clients to stick to their long-term plans and to not diminish their wealth by being unduly influenced by short term market shocks or euphoria.
Our high-quality advice is supported by extensive research and significant investment advisory experience.
Taking a global perspective in constructing portfolios, we manage and recommend investments across all asset classes utilising a combination of direct share and bond investments, managed funds (wholesale & retail), exchange traded funds, Listed Investment Companies, Private Property Syndicates & various cash investments.
Personal Insurances – Protecting Your Family
Your family’s financial security is central to our advice
We work with you to carefully map out your insurance needs, and then work for you to obtain the best possible cover at the
best possible price.
We offer advice on
- Income Protection Cover
- Term Life Insurance
- Total & Permanent Disability Cover (TPD)
- Trauma / Critical Illness Insurance
- Business Expenses Cover
- Partnership Protection & Buy/Sell Cover
- Key Person Cover
- Needlestick Cover
Claims
Let’s face it, no-one ever wants to be in the position where you need to claim. However, if you do, we are confident that our advice process and recommendations will place you in a favourable position.
Sage Wealth will personally handle all claims on your behalf and minimise the stress on you, at an obviously stressful time. Claims are our number one priority and we will always be available to you.
This is when you need your adviser the most, and we will step up to deliver on the promise of your insurance cover.