Financial Planner Osborne Park Perth WA Contact our advisers today for further assistance. At Sage Financial Group, we do not see our clients as an opportunity for a transaction. To provide effective financial solutions and sound financial advice, we get to know you as a means to fully understand your objectives and motivators. The right financial guidance is essential for you and your family. Get your children’s education fund growing, start building your nest egg, or pave the way to a comfortable retirement with Sage advisers.
Sage Financial Group will:
- Provide you with the best advice for your financial situation.
- Put your requirements above any consideration of ourselves.
- Ensure all advice complies with current rules and regulations.
- Employ advisers and staff with the experience and knowledge you expect.
- Provide continued training and development for our advisers and staff.
- Provide you with financial education and information, including our advice.
- Act professionally and responsibly in all of our dealings.
- Charge fairly and disclose and explain all charges.
Our teams fully qualified in all aspects of financial advisement and we make extensive use of modelling tools to depict future events and situations. Our specialist team of advisers use educational and immersive presentations that Sage has developed over many years. These will help to explain:
- Retirement planning
- Risk management
- Wealth creation
- Investment planning
- Estate planning
- Corporate superannuation
We will provide you with a picture outlining a tailored financial plan that you can see and understand. This plan will show you the various results when choosing between our services. We thrive on empowering and encouraging our clients to get on the road to a financially secure future. Clients are often referred to us after becoming dissatisfied with their previous financial planning services and are amazed by what a full financial planning service actually offers. We provide value and our clients often come from not having a comprehensive understanding of how their money can truly work for them. The Sage difference is summed up by our FHP ongoing service proposition. We offer a ‘whole-of-life’ service that doesn’t stop when you reach a goal, or retire. Should a client pass away, we are there for their following generation. We do that by offering the FHP, a continual re-engagement process that opens up and addresses opportunities as the clients’ objectives and priorities change. Sage Financial Group is more than just a financial service. We are there for all clients as a financial planning mentor, guiding your finances and educating you on the finer points of wealth management, investment and preparing for retirement. Each day that passes is a loss for your financial portfolio. Meet the highly qualified team who will work alongside you to create your ideal financial plan.
Financial Planner Osborne Park
Peter Tucker Managing Director & Financial Planner
Peter Tucker, Managing Director & Financial PlannerLinkedin
Peter is a director of Sage Financial Group and a Certified Financial Planner™. Peter has experience in financial services dating back to 1973. During this time, he achieved many reputable accolades, including being named AXA Australia’s ‘West Australian Adviser of the Year.’ Specialising in retirement planning, Peter will guide you through the various complex issues affecting your retirement planning.
Contact Peter: firstname.lastname@example.org (08) 9445 2955
Stephen Redbond Director & Financial Planner
Stephen Redbond, Director & Financial PlannerLinkedin
Stephen is a director of Sage Financial Group and has worked in the financial industry for the past 20 years. Prior to joining the Sage Group, Stephen ran his own financial planning practice. He is a Certified Financial Planner™, has a diploma in Financial Planning, and sits on a number of industry boards and committees. Specialising in pre- and post-areas of retirement, Stephen will look at the overall plan by taking into account your lifestyle, dreams and reality.
Contact Stephen: email@example.com (08) 9445 2955 Mobile: 0423 550 737
John Elders Director & Financial Planner
John Elders, Director & Financial Planner
John started working in general banking in 1996, incorporating cash management, general lending and mortgage finance. He began advising in 2000, working with many people who were failing to make the most of their money and became a financial adviser to help people make better use of their resources.
“I believe that no matter the resources at your disposal, building a solid foundation for the future will allow you to improve your financial situation. I specialise in helping clients to define realistic goals based on a true understanding of their current financial position.”
Contact John: firstname.lastname@example.org (08) 9445 2955
Craig Todd Director & Financial Planner
Craig Todd, Director & Financial Planner
As a director & financial planner at Sage Financial Group, Craig has 16 years’ experience in this industry and holds a bachelor of Economics degree, diploma in Financial Planning, and has a Certified Financial Planner™ designation. Specialising in the areas of retirement planning, personal superannuation and self-managed superannuation funds, Craig brings a host of knowledge and experience to your financial plan.
Contact Craig: email@example.com (08) 9445 2955
Cathy Cummins Practice Administration Officer
Cathy Cummins, Practice Administration OfficerLinkedin
Cathy has been with Sage for over five years, bringing with her a Bachelor of Science in Computer Technology and over ten years administrative experience. She became an integral part of the company when promoted in April 2016 to Practice Administration Officer providing strong administrative support for the whole practice. Enthusiastic about providing a healthy work environment. As part of the Social Committee promotes a positive employee culture.
” My role is diverse and challenging with many deadlines, but comes with a vibe and buzz within the whole team, which makes for a great place to work.”
Trent Doust Financial Planner
Trent Doust, Financial PlannerLinkedin
Trent Doust is a Financial Planner with over 8 years’ experience in the financial and investment markets. Taking a pragmatic approach towards helping clients explore and achieve their financial goals, Trent has a passion for wealth accumulation, tax minimisation and retirement funding. He holds Graduate Diploma’s in both Applied Finance and Financial Planning as well as a Diploma in Financial Services.
Contact Trent: firstname.lastname@example.org (08) 9445 2955
Jared Baker Financial Planner
Jared Baker, Financial PlannerLinkedin
Jared has a strong passion for guiding clients through varying life stages from all backgrounds. With a strong focus on ensuring all advice reflects personal goals and ambition of those he speaks to, Jared aims to cement long term relationships with all. In addition to a Diploma of Financial Planning, he holds also holds accreditations in Taxation Fundamentals & Estate Planning. Continuing development and learning ensures all knowledge is from the most up to date resources.
Jared has over 4 years experience in the financial industry including lending and business management.
Contact Jared: email@example.com (08) 9445 2955
Stephen Phillips Financial Planner
Stephen Phillips, Financial PlannerLinkedin
Stephen has over 10 years’ experience in the financial services industry and 6 years as a Financial Planner. He is focused on providing strategies and solutions to clients in a simple and concise manner that help them achieve their lifestyle and financial goals as well as protect their wealth and at the same time build long-term relationships.
Contact Stephen: firstname.lastname@example.org (08) 9445 2955
Lisa Ross SMSF Manager
Lisa Ross, SMSF Manager
Kim Tickner Client Service Officer
Kim Tickner, Client Service Officer
Sharlene Holmes Receptionist / CSO
Sharlene Holmes, Receptionist / CSO
Karen Palladino FHP Administrator
Karen Palladino, FHP Administrator
Jamie Woolley Advice Quality Officer
Jamie Woolley, Advice Quality Officer
Contact Jamie: email@example.com (08) 9445 2955
Remo Venditti Advice Quality Officer
Remo Venditti, Advice Quality OfficerLinkedin
Remo Venditti started his career as an accountant specializing in financial auditing. Since then he has transitioned from being an accountant to becoming a financial planner due to his ambition of helping his clients take control of their finances to achieve their goals regardless of what their situation is. He believes the same boiling water that hardens an egg, softens a potato and that regardless of our situation we can choose the desired result, it just takes some guidance that he enjoys providing.
Remo is a strong believer in a balanced life and believes finances are only a tool we use to achieve what we deem is important to us and enjoys helping other identify what they deem as important and helping them achieve it.
Contact Remo: firstname.lastname@example.org (08) 9445 2955