Wise advice that lets you live for today, while planning for tomorrow.

Welcome to Sage Financial Planning.

Our practice was born out of the desire to create a client-centric advice business that is in touch with our client needs while helping them navigate their financial lives successfully.

We strive to be an agile and efficient business amidst the ever-changing financial industry and to support our clients to understand and utilise it as best they can.

Our services Meet with us

What do financial planners/advisors do?

As financial planners, our job is to help you navigate your financial life in a way that creates a clear path from where you are to where you want to be. We also help you identify needs and vulnerabilities in your situation that need taking care of, many of which you may not even know about before you get started. Though our industry was born out of product sales, that business model has been largely overhauled and replaced with one that is client-focused and based on delivery of services.

Some examples of how we practically achieve this includes:

Strategy formulation
and reviews

Product research & recommendations

Retirement
planning

Centrelink guidance & assistance planning

Modelling & evaluating scenarios

Determining insurance needs

Recommendation implementation

Annual reviews

Provide general advice and insight

Helping improve your knowledge

Trusted by Our Clients.

At Sage Financial Planning, our clients are at the centre of everything we do. We believe great financial advice is built on trust, clear communication, and long-term relationships that genuinely support people through every stage of life. We take pride in creating a welcoming and personalised experience, helping our clients feel informed, confident, and supported in their financial decisions. Read what our clients are saying about their experience with Sage Financial Planning through our verified reviews.

Peter Thomas Randell profile picture
Peter Thomas Randell
06:33 30 Apr 26
Simon and team are open and professional and offered advice and planning to make the process easier to understand at every step , thank you Sage .
Stephen Davies profile picture
Stephen Davies
21:59 28 Apr 26
Simon Thomas from Sage Financial Planning was absolutely brilliant! He went above and beyond to organise my new life insurance policy. What I thought would have been a straightforward process turned out to be a proper uphill battle, but Simon fought hard on my behalf to get it across the line. The man put the pedal to the metal and refused to get dropped on the climb! His persistence, clear communication, and genuine care made the whole experience stress-free and reassuring. I highly recommend Simon to anyone looking for someone who truly has your back. Thank you Simon – I really appreciate you going the extra mile... or should I say, the extra kilometre!
Eir Ruisdottir profile picture
Eir Ruisdottir
01:09 22 Apr 26
Amazing service and have had fantastic clear information and outcomes. More than financial advice from Simon and the team. Care and quality business relationship. I feel secure in my financial future for the first time! Thank you!
Julie Blackmore profile picture
Julie Blackmore
00:10 15 Apr 26
Highly recommend Simon @ Sage he was absolutely fantastic. He made us feel comfortable in making our decisions on our financial future, by explaining everything in easy to understand language. Oh and he makes a great coffee.
Caroline Anderson profile picture
Caroline Anderson
09:34 19 Feb 26
Simon was a great help to me, listening, advising and understanding my situation. Very welcoming and easy to communicate the issues needing discussion.
I would highly recommend this company.
Thank you Simon.
Chris Barsby profile picture
Chris Barsby
02:07 08 Jul 25
We were unsure about our transition to retirement, but after meeting Simon and the team at Sage Financial we found them warm and friendly yet very professional. Simon was easy to talk to, listened to our concerns and explained our different options. We would highly recommend Simon and his team to anyone needing financial advice.
Taryn Robey profile picture
Taryn Robey
10:18 30 May 25
Simon and the team at Sage came highly recommended from a friend. My partner and I had very little knowledge of how super investments worked and what was the best strategy for long term growth. Simon was able to clearly explain how things worked and what we were signing up for. We left each meeting feeling more confident in our financial future :)
Wendy Fray profile picture
Wendy Fray
02:20 20 May 25
My husband and I have only been with SAGE for a short time. Simon has helped alleviate the stress of managing the financial transition into retirement for us by clearly explaining our options. He is very easy to talk with and we have found the staff friendly and welcoming. We are very happy with the excellent service that he and his team are providing.
William Cantrill profile picture
William Cantrill
13:16 21 Nov 24
Its been a pleasure working with and chatting to Simon these past few weeks. Simon takes a personal approach that is welcoming, honest and in my best interests. Would certainly highly recommend Simon and his team, and Im confident knowing my finances are in good and experienced hands.


MEET WITH US

Take the next step. Talk to our team today.

If you want to find the answers and make the most of your financial journey, it’s important to have an advisor who can help you along the way. That’s exactly what you can expect from Sage Financial Planning — we will get to know you, understand how you see your future, and identify clear steps to help you plan for it on your terms.

Meet with us
Take the next step. Talk to our team today.