Brett Dillon

Saige Financial Planning Pty Ltd

Gold
18 Yrs Experience
Erina, NSW 2250

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Clients also have the opportunity to pay a fixed, flat fee that is not based on funds under management but on an agreed service package.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 63
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Saige Financial Planning Pty Ltd

T1, 34 Karalta Rd
Erina, NSW 2250

Licensed by

Bd Financial Advisory Pty Ltd

AFSL 502401

4.90
63 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 63

Sort by

4.50

"We have just started our retirement plan with BD Financials and we were given good and clear advise on which way would suit our needs. All questions were never to hard to answer and a prompt response has always been excellent. Looking forward to working together."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very happy with the service provided by Brett. We were able to restructure a complex investment portfolio into a more easily manageable and more profitable plan. Highly recommended!"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are very confident that Brett is giving us good advice and managing our fund effectively, efficiently and economically. He is also a nice man to work with. We recommend him."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has given me advice in areas of superannuation and tax strategies. Brett explained things to me in a clear way that I could easily understand. I feel very confident that Bretts advice is a good fit for me and I feel I received Bretts full care and attention when I needed it"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We find Brett Dillon's advice excellent especially when advising on re -balancing our shares to get a better return. We value his experience and knowledge in this area and feel his advice is always right for our needs. He explains his reasons for his advice clearly. His cheerful manner is also much appreciated."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Brett has given me great support pre-retirement and organising my finances post my retirement. He set me up in a managed fund which he overseas. His advice is clear and easy to understand for a person with minimal financial knowledge. Brett is always accessible and proactive with advice and keeping me informed of any changes I need to be aware of in relation to my fund."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Brett has given us comprehensive and well researched advice, always explaining things in a clear way and taking the time to answer all questions. He has helped us with our investments and smsf and we are confident in his abilities. Brett is friendly, easily contactable and we would happily recommend him to others."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett is lovely, and so is his team. His advice was well researched and clearly explained. He listens to what we had to say and answered all our questions thoroughly. He also made everything easy for us, having all documents prepared for us quickly. Having disliked other advisers in the past, Brett has been fantastic!"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"The reason we go to Brett is we feel confident in his advice and would highly recommend him to others as we feel he takes our interest at heart."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has assisted my wife and I with our Superannuation. Brett was super helpful and answered all our questions efficiently and quickly. I would recommend Brett and his business to my friends."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 63

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2009

Life Risk Specialists (LRS)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2009

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA) / Deakin University
Completed
2002

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Cavendish/University of Adelaide
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Brett's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Brett able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Brett's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Brett to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Brett?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Brett provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Brett may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Brett Dillon
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens