Retirement & Aged Care Specialist

Sagepath Financial Services is here to help you:

  • Achieve your retirement goals
  • Ensure a smooth transition when moving into aged care facilities

What's your current financial position?

Simply choose the stage below that best represents your current financial situation:

I am retiring soon

If retirement is on the horizon, it is not too late to get a clear picture of how much super you will have when you retire. We can help you to plan for a better financial future.

I am already retired

Retirement still affords opportunities for better managing your ongoing finances, taking into consideration your superannuation, pension and lifestyle.

Preparing for aged care

At Sagepath Financial Services, we help you plan for and understand aged care costs and support services, ensuring your financial stability remains intact.

What our customers are saying...

Take the first steps towards your goals. Call us on +61 403 575 876

Alternatively, please complete the form below with your details. We will then contact you to arrange a consultation by phone, videoconference or face-to-face meeting at our Epping offices and discuss your financial goals and objectives.

See what our clients had to say about their experience with us...

"Very impressed with your professionalism and dedication"

Thank you so much for all your efforts on me in the last a few months. I’m very impressed with your professionalism and dedication to work. Also, I’m much appreciated for your kindness, patience, empathy and encouragement. You give me lots of strength when I’m in the darkness. I’m so lucky to know you as not only a financial adviser but also a truly friend. 

– Christina X.