
“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.”
Alexa Von Tobel

Creating Positive Financial Solutions
Financial planning can be complex, but with over 30 years of industry experience Jane is able to provide simple strategies to these sometimes complex situations, so that her clients comprehend her advice and the benefits of it and feel protected and supported.
Sage Outcomes can assist you in meeting your financial planning needs and objectives in the areas of Superannuation and Retirement Planning , Managed Funds and non-super investments (eg Bonds), Centrelink Advice, Estate Planning, Cash Flows and Budgeting and Personal Risk Insurance.
Contact Jane to explore how we could assist you in securing your positive financial future.
Why choose Sage Outcomes…
We offer professional advice through proven strategies. Jane has been a financial planner since 1999 and has worked in the financial services industry since the mid 1980’s.
Jane provides holistic advice to her clients, encompassing the areas of superannuation, retirement, including Centrelink options, risk (personal insurance) and non-super investments.
With a passion for finance, Jane is the perfect choice when looking for someone to secure positive financial solutions.
Ready to secure your financial future? Get in touch today…

Learn how we provide professional advice and solutions to our clients…

First Meeting
Build Client Profile
We schedule a meeting to get to know each other and to learn about your goals and objectives.
We complete a profile of your personal and financial goals. We develop a clear picture of your situation including budget. We discuss our services and make the costs involved clear.

Agreeing on a Service
Preparing and Presenting Advice
Once you agree to work with us, we prepare your specific advice. We analyse possible strategies and potential products and prepare our recommendations for your review.
We present our advice in a Statement of Advice (SoA) or Record of Advice (RoA) document and answer your questions to ensure you understand and are comfortable with our advice.

Implementation
Ongoing Advice
Once we have your permission to proceed, we begin implementing the agreed strategy, placing your investments and making recommended changes.
We review your advice via an Ongoing Advice Agreement, making changes to your strategy as required.