Wealth Management Solutions & Financial Advice

Sagepath Financial Services are here to help you achieve your financial goals.

What's your current financial position?

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

I am starting a family

If you are starting a family, a tailored life insurance plan can help to protect you and your loved ones financially in the event that something unexpected happens.

I am in my 40s or 50s

This stage in your life offers an important opportunity to find investment opportunities which will help you achieve your financial goals before you reach retirement.

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.

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

"Ady was excellent and I would definitely recommend her"

Ady was excellent and I would definitely recommend her to all my friends and family. She’s so knowledgeable and friendly and doesn’t try to sell you anything. We’re a couple with two young kids with some financial strain and we felt so much relief after seeing her. She genuinely wants to help people and educate people. She really helped us gain perspective and of course laid out practical steps to take to gain financial control. She also helped us learn how to achieve our short term, medium and long term goals.

– Tony and Marie Lee

Take the first steps towards your goals.
Call us on (+612) 9062 4232

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.