Sage D'Costa
With over 15 years in financial planning, Sage brings extensive experience and a client-first approach to wealth management. He holds a Commerce degree (Finance & Financial Planning), a Diploma in Management, SMSF Accreditation, and is pursuing CFP certification.
Sage D’Costa is a highly experienced Financial Planner with over 15 years in the wealth management and financial planning industry. He holds a Bachelor of Commerce (Finance and Financial Planning), a Diploma of Commerce (Management), and a Self-Managed Super Fund (SMSF) Accreditation Certificate. Sage’s expertise spans strategic investment planning, superannuation, retirement solutions, and wealth preservation for individuals, families, and business owners.
Known for his personalised, values-driven approach, Sage is passionate about helping clients build lasting financial security and generational wealth. His guidance is rooted in long-term thinking, informed decision-making, and a deep understanding of both local and global economic factors. With a strong belief in financial empowerment, Sage is committed to delivering clear, tailored advice that aligns with each client’s life goals and legacy vision.