Steve Glossop

Sage Wealth Management

Gold
22 Yrs Experience
St Leonards, NSW 2065

After 14 years working for global investment advice firms JP Morgan, Citi Smith Barney and Macquarie Bank, I started Sage Wealth in 2014.

By only working with a select group of clients we are able to offer the high quiality bespoke service that our clients desire.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.83
  • Number of reviews 9
  • First year providing advice 2002
  • Years of experience 22
  • Highest qualifications
    • Graduate Certificate in Financial Planning
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Sage Wealth Management

Level 11, 205 Pacific Hwy
St Leonards, NSW 2065

Opening hours

  • 8:00am – 5:00pm Friday
  • 8:00am – 6:00pm Monday – Thursday

Licensed by

Sage Alliance Pty Limited

AFSL 453863