SAGE WEALTH MANAGEMENT

Our process is proven and designed to work at your pace. We get to know you and what you are trying to achieve, as well as taking into consideration your interests and values. From there, we send you a personalised proposal that suits you and your situation. We guide you through the stages of becoming a client and set up your portfolio. We provide ongoing advice and portfolio management services in addition to regular reporting... We provide independent and personalised financial advice and investment management services to individuals, families, and charities. We are qualified to provide financial advice and are passionate about helping New Zealanders achieve their financial aspirations... We manage your money with integrity, putting your interests first in everything we do. We have a disciplined approach; we work with you to understand your needs and create a personalised plan to achieve your goals. We are experts in translating the world of finance so that you can make informed..

Also known as: Sage Wealth