“An investment in knowledge pays the best interest.”
Benjamin Franklin
Superannuation Strategy
Sage Outcomes is known for developing Superannuation strategies that achieve our clients’ individual needs and outcomes. We carefully assess your financial situation and implement proven strategies to increase your long term financial goals.
Retirement Planning
We assist our clients financially plan and prepare for retirement, to ensure they can continue to enjoy their life for years to come. Making a retirement plan significantly helps you manage your finances, and make informed financial and health decisions as your life and priorities change.
Managed Funds, Investments and Bonds
Superannuation is not the only investment available. We can assess your needs and situation to provide products to fit your needs, taking into consideration your particular goals.
Centrelink Advice
Not sure what Centerlink entitlements you may be eligible for? We can assess your financial situation and assist you claim any possible government entitlements. Eg. pension and/or a health care card.
Estate Planning
The transfer of your estate or wealth is very important and needs to be planned thoroughly and implemented carefully. We can help you eliminate any stress around this by creating an estate plan to ensure your wishes are upheld.
Cash Flows and Budgeting
Spend less than you earn, as the adage goes. Without knowing what your cash flow surplus is, if any, we cannot determine how much you have available to save, invest or for protection. A Budget is the foundation of good financial advice and essential in ensuring you are adequately protected to enter into implementing advice.
Personal Risk Insurance
A risk assessment enables us to assess, identify and protect the things you most value. Your ability to earn and income, your family, and your assets.
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.