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At Sage Financial Group we believe that Financial Planning is all about great outcomes for our clients. You can depend on the quality of the advice and the calibre of the Sage team. Let our years of experience and knowledge work for you.
Insurance for Trustees and Self Managed Super Funds, covering ATO Audits, investigations & prosecutions, civil penalties, trustee disputes, loss of documents and more. Cover is underwritten by QBE Insurance Ltd and can be purchased and paid on-line.
We cover all aspects of insurance for Self Managed Super Funds and specialise in how to structure your covers.
Life Insurances - either internal or external to Super
Commercial/Property Insurances - for assets owned by the Super Fund
We offer SMSF life insurance across Australia's 10 major companies. We have an online comparison tool - which gives you all 10 rates at once. This gives YOU the control to determine your own amount of life cover and who you wish to insure with.
Godfrey Pembroke Gold Coast is a boutique financial planning firm offering a fee-for-service advice and consultation business to high net worth individuals. They provide specialised SMSF strategic advice to aide trustee compliance and performance.