Financial Planning & Wealth Management

We are growing!

Saige Financial Planning has recently merged with BD Financial Planning. Our aligned teams continue to provide expert personal financial advice for people of all ages helping them to build wealth and become financially independent.
Brett Dillon

Brett Dillon »

Certified Financial Planner

Brett Call - Partner Saige Accounting and Financial Planning

Brett Call »

Certified Financial Planner

Kark Brooke

Karl Brooke »

Certified Financial Planner

Achieve your personal financial goals with us

We take a 360-degree view of your personal financial situation and put the necessary strategies in place so that whatever the future may hold, you can have peace of mind that you are financially secure both now and into retirement.
We are proud to have many long-standing customers who we have truly got to know over the years and have developed a highly-trusted relationship. We are motivated by ensuring our clients are well taken care of whether they are starting a family, planning for retirement or in their twilight years.
Saige Financial Planning Pty Ltd and its advisers are Authorised Representatives of BD Financial Advisory Pty Ltd AFSL 502401 ABN 34 621 612 548. Please read our Financial Services Guide and consider our Privacy Policy.

Wealth Management Products & Services

The Financial Planning team

Devona Carstensen

Office & Client Services Manager
melinda porter

Melinda Porter

Para Planner

Annie Hyde

Financial Planner

Tracey O'Brien

Client Services & Trainee Para Planner
ruby mcauliffe

Ruby McAuliffe

Client Services

Zali Radmanovic

Receptionist & Admin Assistant

Find out how we can help you

Learn more about Wealth Management

Financial Planning

Meet our newest CFP®

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Financial Planning

2021 Budget Impacts to your Financial Plan

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Top 4 Federal Budget Expectations in 2021

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Financial Planning

2020 – A financial retrospective

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Financial Planning

What the 2020 tax changes mean for you

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Should I get early access to super?

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Financial Planning

Understanding Account-Based Pension Payment Changes

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Financial Planning

CBA Sells Colonial First State

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Should I buy shares now?

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Financial Planning

Understanding Investment Liquidity

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Stay in the Know: Financial Stimulus & Relief Packages

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Sharemarket Crash & Coronavirus Financial Planning

5 Tips for When the Markets Crash

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Financial Planning

Panic & herd investment behaviour

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Man driving a car Financial Planning

Novated Leasing – Is it right for you?

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Getting Financially Fit for 2020

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Financial Planning

Defining Ethical & Sustainable Investments

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Financial Planning

Bank bashing – a national sport?

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Demystifying Personal Insurance Options

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Understanding the New Changes to Superannuation

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Financial Planning

Interest rate cut – good or bad news?

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Financial Planning

Top 3 Super Tips

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Financial Planning

A Risk Management Reminder

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Is it too late to sort out my super?

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Stay up to date and in the know

Saige Financial Planning Pty Ltd and its advisers are Authorised Representatives of BD Financial Advisory Pty Ltd AFSL 502401 ABN 34 621 612 548. Please read our Financial Services Guide and consider our privacy policy. Any information on this website is general advice only and does not take into account any person’s objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision. Always obtain a Product Disclosure Document (if applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.

Liability limited by a scheme approved under Professional Standards Legislation.

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