Sage Financial Services and Credit Guide

Download the Financial Services Guide (.pdf downloads)

A link to the Sage Financial Services and Credit Guide is below.

Financial Services and Credit Guide V6.0_website


Information provided on this website is general in nature and does not constitute financial advice. Read full Disclaimer Document

Sage Financial Group DISCLAIMER General Information (11 KB)

We respect your privacy. Read our Privacy Policy

Sage Financial Group PRIVACY POLICY (11 KB)

Sage Financial Group are Authorised Representatives of Charter Financial Planning. Charter Financial Planning, ABN 35 002 976 294, is an Australia Financial Services Licensee, Licensee Number 234 665. Charter Financial Planning is a principal member of the Financial Planning Association.

Sage Money Pty Ltd is 50% owned by Sage Financial Group. Sage Financial Group and Charter Financial Planning are not responsible for or privy to the advice and operation of Sage Money. Sage Money is licensed as an Australian Credit Licensee, license number 385563 and a member of the Credit Ombudsman Service Ltd, number M0009210.


Website Privacy Policy

Commitment to Privacy & Responsible Use of Information.
We respect your privacy and are committed to never using any personal information provided via this website in a way which erodes your privacy. The personal details we request will not be passed onto a third party or used for purposes other than that which is stated on this site. We will not publish, sell, trade, loan, rent, disclose or re-use the information you give us.

Charter Privacy Policy

The Privacy Policy explains how we comply with the Australian Privacy Principles, which have been established under the Privacy Act 1988 (Cth). Click on the link below to read more.
Charter Privacy Policy

What Information is Collected & Why

Data is collected from our website to determine which pages are the most popular, what country users come from, peak usage times and similar information. This data is collected to make our site easier to use so that you can find the information you need more quickly.

Contact Information

Personal information provided as part of a “Contact Us” form will only be used by staff of Sage Financial Group to respond to your request. The personal details will not be passed onto a third party or used for purposes other than that which is stated on this site.