Sage Finacial Advisors ltd a financial overview

SERVICES

  • Mortgages

  • Health Insurance

  • House / Contents / Car

  • Business Insurance

  • Kiwisaver

  • Income Protection

  • Life Cover / Critical Illness

SALLY ROSS

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Hi, my name is Sally Ross and I have over 23 years combined experience in the Finance & Insurance industries.

 

Mortgage Broking

It doesn’t have to be hard!!!

Buying a home can be an exciting and momentous occasion in your life, but it can be fraught with tension, worry and stress especially in the current economic environment. I will work with you to arrange your finance, consult you through the process; offer comparisons and advice to help you fully appreciate all of the options available.

 

  • Buying a new Home
  • Buying an Investment Property
  • Debt Consolidation
  • Matrimonial Settlements
  • Holidays
  • Setting up a new Business
  • Buying a Business premises
  • Business Plant & Equipment
 

 

Insurance

What a minefield!!!

Sorting through the raft of information that is available in our market place and deciding what products are best for you, can be a daunting and difficult process to navigate on your own. Often this will result in confusion and frustration at your end. My role is to work with you, first to understand your requirements, desires and goals, then to present you with a full recommendation, unique and tailor-made for your personal circumstances.

 

  • Life Cover
  • Health cover
  • Trauma Cover
  • Disability Cover
  • Income protection
  • Business Income Protection
  • Shareholding Agreements
 


With Insurance & Mortgage Brokering, I have an innovative approach that will help you plan for your future, and a long standing passion for enabling people, in seeing them reach their financial goals.

I have an open door policy that would gladly welcome new visitors and old friends.