Sage Wealth Management - St Leonards (NSW)

5 /5 Eugene Visione: 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 Steves 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.

5 /5 Daniel Pepyat: 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.

5 /5 Rob: Steve has looked after our investments for a little over a year. While its been a challenging time in the stock market, his recommendations have delivered good results. I have found him very easy to work with and responsive to matters I wish to discuss with him.

5 /5 Marion Harrison: 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. 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.

5 /5 Julia: Steve and his team have been extremely helpful and friendly since my husband and I engaged their services some 12 months ago. In such uncertain times, weve found the investment advice and service provided to date absolutely fantastic and very timely.