We can help you find the solutions to meet your goals

No matter your stage of life Sage Business Group can give you the information and tools to you need to take control of your financial future and manage the future of your wealth.

Our team will work with you to determine the appropriate strategies for your situation to help uncover more opportunities. Your life is about experiences and having the financial ability to experience them.   After all, we only get one shot at it, so let's make the most of it! 

We will develop an understanding of what is important to you and then consider all the options available for achieving your financial goals. We can provide expert advice on the following: 

 

Establish an investment portfolio: want to know more about investing?

Shares / Managed funds: I earn so much money but where does my money go? Take control and save for the future or build your retirement savings. 

Superannuation: for those of all ages and life stages who want to make the most of their retirement savings in a tax effective way. 

Gearing: for those wanting to build their wealth or prepare for retirement by expanding their investment portfolio with limited funds.

Transition to retirement: for those approaching or entering retirement who want to reduce work hours, maintain their income and ensure they make the most of their hard-earned savings. 

Self-managed super funds (SMSFs): for those looking for a greater degree of control and flexibility than a public offer super fund.

Leasing and lending: for those looking for assistance with loans and asset finance. 

Wealth protection - insurance: - a key to having along-term wealth creation plan is making sure you and your loved ones are protected in the case of an unforeseen event such as illness or injury.

At Sage Business Group we believe we can help find the solutions to meet your goals. We make the complex seem simple, we make it easy to understand your options and you will feel at ease by having someone on your side that understands what you are trying to achieve when creating wealth.