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The rules of wealth creation have changed.

If you just travel along through life like your parents did, you won't achieve the same outcomes. You don't just work hard, save hard, pay off the home loan, retire, collect your Gold watch and continue your lifestyle.

Things have changed. Life is more complex. Lifestyle expectations are higher. Ask your parents what luxury was for them. Then you'll realise the game is different.

However, it doesn't have to be hard. Most don't realise how easy it is to take control of their future simply by acting today and not a day later.

We advise people who want the best from life and are committed to taking simple action to make it happen.

What Our Clients Say

I engaged Sage in 2009 to review my investment strategy and help shape my retirement planning. The team exceeded my expectations at the time and have continued to do so. Their advice is always relevant and well considered and their implementation prompt – with a strong focus on keeping me informed of progress at every step of the way. I have no hesitation in recommending their services.

Glenn

2016-02-08T07:47:04+00:00
I engaged Sage in 2009 to review my investment strategy and help shape my retirement planning. The team exceeded my expectations at the time and have continued to do so. Their advice is always relevant and well considered and their implementation prompt – with a strong focus on keeping me informed of progress at every View Full →
Adam is an excellent Financial Advisor and Finance Broker. He has greatly enhanced my personal portfolio and I have great confidence in his advice. Adam is highly professional and at the same time personally interested in architecting the best possible outcomes for his clients. I highly recommend Adam and his team.

Jan Wills

2016-02-08T07:47:30+00:00
Adam is an excellent Financial Advisor and Finance Broker. He has greatly enhanced my personal portfolio and I have great confidence in his advice. Adam is highly professional and at the same time personally interested in architecting the best possible outcomes for his clients. I highly recommend Adam and his team.
Thanks for meeting with us last week, we have both said that we feel comfortable and value the discussion with you, as it puts into perspective what we are working for. We always come away from our meetings with you with some good positives and sound practical advice.

Cheryl H

2016-02-08T07:48:18+00:00
Thanks for meeting with us last week, we have both said that we feel comfortable and value the discussion with you, as it puts into perspective what we are working for. We always come away from our meetings with you with some good positives and sound practical advice.
I can’t believe we procrastinated for so long before seeking your professional services.  After one meeting we rearranged our banking and saved thousands every year!  We didn’t have to worry about any dealings with banks, it was all done for us and made easy.  And that was just the beginning.  We are finally on our way to a sensible and secure financial future.  Thanks to all of the Sage Wealth Creation team.

Julie F

2016-04-11T23:13:18+00:00
I can’t believe we procrastinated for so long before seeking your professional services.  After one meeting we rearranged our banking and saved thousands every year!  We didn’t have to worry about any dealings with banks, it was all done for us and made easy.  And that was just the beginning.  We are finally on our View Full →
I've been working with Adam for over 8 years on my financial strategy. Adam obviously provides financial services, but more importantly, he's goal oriented. He asks you what you want to do, not just with your finances, and then helps you build and develop the financial infrastructure to get there. I could never have owned my own home, invested with success or realised what was required to develop my own career in support of my goals without his advice. The exceptional level of detail that he provides means that complex decisions are made simple. Basically, if you're not already a client of his, you should be.

James Lawson

2016-09-14T06:34:44+00:00
I’ve been working with Adam for over 8 years on my financial strategy. Adam obviously provides financial services, but more importantly, he’s goal oriented. He asks you what you want to do, not just with your finances, and then helps you build and develop the financial infrastructure to get there. I could never have owned View Full →