Sage Financial Planning - Gympie, Queensland

Sage Financial Planning, located at Address: 28 Duke St, Gympie QLD 4570, Australia. is a renowned financial planning firm that offers expert advice and solutions to individuals and businesses. With a Phone: 753435144 and Website: sagefp.com.au, this company specializes in providing financial planning services with a team of experienced and dedicated professionals.

As a Financial planner. Sage Financial Planning provides a wide range of services, including retirement planning, investment advice, superannuation, insurance, tax planning, and estate planning. They work closely with their clients to understand their financial goals, risk tolerance, and current financial situation, and then develop a customized plan that meets their unique needs.

One of the key features of Sage Financial Planning is their commitment to accessibility. They have a wheelchair accessible entrance, wheelchair accessible parking lot, wheelchair accessible restroom, and wheelchair accessible seating, making it easy for everyone to access their services. Additionally, they have on-site parking and a restroom for the convenience of their clients.

Sage Financial Planning has received numerous positive reviews from their clients, with a Average opinion: 5/5 based on 27 reviews on Google My Business. Their clients have praised their expertise, professionalism, and personalized approach to financial planning.

If you are looking for a financial planner who can help you achieve your financial goals, Sage Financial Planning is an excellent choice. Their team of experienced professionals, accessible location, and commitment to personalized service make them a standout in the industry.

Reviews of Sage Financial Planning

William Cantrill

5/5

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.

Gail Strong

5/5

Found Sage Financial through a Google search. Was encouraged to make an appointment after reading the positive reviews. Now I can add my review and share what great service I have received from Simon and his team. Simon is very easy to communicate with and has provided us with an excellent service. He’s a local to the Gympie area and understands country people and their needs. He has stories to share and is a pleasure to work with. Thanks Simon.

Jo-Dee Jensen

5/5

From the moment Simon greeted us with a handshake and the offer of a 'real' coffee or tea, we knew that we would be looked after. Simon took the time to find out why we were there, what was possible for us and advising how we could achieve much more than we thought, without risks or pressure. Simon is a genuine fellow, concerned with looking after his clients. We look forward to working together for our happy retirement.

Sharon Harriage

4/5

Simon and the team have been very professional in devising a plan for our current and future needs, listening to our concerns and making us feel comfortable, and at the same time, are very friendly and easy to get along with. Our meetings are always a mix of business and friendly banter. If you're looking for some financial advice, I would recommend you give them a go.

Anne Brown

5/5

I have been through an extremely stressful time and Simon and his team have helped me so much. I am beyond grateful for their friendship and advice. I really could not recommend them highly enough.

Amy Bowman

5/5

Simon provided us a very warm, professional and personal experience. We walked out very educated with a clear understanding of the options best suited to our needs. We would highly recommend Simon to our friends, family and strangers. We had such a great first experience with Simon, have complete trust in him and look forward to working with him for years to come.

Kaye Hockey

5/5

My husband & I met with Simon recently for Financial Planning advise. We immediately felt at ease with Simon - not only his friendly & caring approach but his expert advise & financial knowledge. We know our financial future is in very safe hands with Simon. We highly recommend Simon & his team for any financial planning.

John Anderson

5/5

We have had an association with Simon Thomas for around thirty years and he has always given us professional and trustworthy advice. Consequently, we have become clients of Sage Financial Services from the inception of the business.
Sage has been continuously monitoring and advising us on our portfolio which gives us a feeling of security going forward in our retirement. An example of the level of professionalism recently occurred when we requested an additional withdrawal from our Allocated Pension Fund. This was processed within hours of making the request and confirmed by our fund the same day.
We would recommend Sage Financial Services to anyone who wishes to receive sound financial advice.
John A.