Steve Glossop

Sage Wealth Management

Gold
20 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 4.75
  • Number of reviews 9
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualifications
    • Graduate Certificate in Financial Planning
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Sage Wealth Management

Suite 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

4.75
9 Reviews
5
4
3
2
1
4.85
Clear communication
4.60
Knowledge & expertise
4.85
Customer care
4.80
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"My wife and I have had Steve involved with the management, advice and direction of our super fund, money management and investments for the last 10 years. We communicate with Steve via email, phone and the occasional meeting. Steve has been proactive and reactive to all the various machinations of the markets, providing considered advice pertinent to our personal circumstances. We review and consider our investments on a periodic basis and Steve has never given us any concerns. We would have no reservations in recommending Steve and his team."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Steve has always been approachable even answering emails on the weekend when I did not need to know the answer until the next week (i.e. non-urgent enquiry). Steve and his staff always helpful; I rely on Steve's judgement in all matters as his expertise is obviously far superior to mine."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I have been dealing with Steve Glossop of Sage Wealth Management for over 10 years. He not only advises on investments within our SMSF but also gives advice and information on our individual personal investments. He keeps us up to date on all our investments. He responds quickly to our queries. He explains complicated situations in simple terms so that we never feel confused. Sage Wealth Management is a very important tool in our investment strategies."

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

"My wife and I have been dealing with Steve Glossop of Sage Wealth Management for over 5 years. He not only advises on investments within our SMSF but also gives advice and information on our individual personal investments. He keeps us up to date on all our investments. Responds quickly to queries. He explains complicated situations in simple terms so that we never feel confused. Sage Wealth Management is a very important tool in our investment strategies. I have found Steve to be a very honest person and we both feel very comfortable with him looking after our investments in this very uncertain world."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has always given us very sound financial and superannuation advice over many years He has looked after our self managed super found always keeping us informed in a professional, clear and concise manner, We have great respect for Steve's knowledge of investment markets and various investment opportunities. We have no hesitation in recommending Steve's services and look forward to continuing our relationship with him in the future."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Steve has been advising me for over 20 years. Had I been unsure of his abilities at any point I would have changed advisers. Steve gives clear and ethical advice and his track record in selecting investments has been very good indeed. I shall continue to have him as my adviser."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have found Steve to be very knowledgeable when it come to stocks and market dynamics. He usually is conservative when it comes to how much of the account should be held in cash but that is in line for my current objectives for this account."

  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has been my financial adviser for the past 3 years. He has an extensive knowledge of investment markets and his excellent communication skills mean that he is able to share that knowledge in a way that is easy to understand. His guidance over my investment portfolio through the COVID market volatility has been great and has meant that my portfolio performance has stayed positive despite the market crash."

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

"Steve has been giving us financial and superannuation advice for over 10 years. Initially Steve managed our share and investment portfolio, however after many years of better than market returns with Steve's support we decided to set up a self-managed superfund in 2017. Steve has always been attentive, responsive and careful to take the time to ensure we understand his strategy, demonstrating his knowledge of the market and the various investment opportunities that only someone of his experience is able to identify and secure."

  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2017

Diploma of Stockbroking

Level
5 - Diploma
Institution
DeakinCo. (prev DeakinPrime)
Completed
2002

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2018

Diploma of Financial Markets

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2002

Professional Memberships

Stockbrokers and Financial Advisers Association (SAFAA)

Membership type
Member
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