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.
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.
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.
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.
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.
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.
- Adviser status Gold
- Number of reviews 9
- First year providing advice 2002
- Years of experience 21
- Graduate Certificate in Financial Planning
- Graduate Diploma of Financial Planning
Sage Wealth ManagementLevel 11, 205 Pacific Hwy
St Leonards, NSW 2065
- 8:00am – 5:00pm Friday
- 8:00am – 6:00pm Monday – Thursday
Sage Alliance Pty Limited