Specialist Services

At Sage Wealth Builders we offer specialised solutions tailored to your business needs, ensuring financial success and compliance. Our dedicated team of experts provides strategic guidance and support to drive your businesses growth.

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Auditing

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We provide independent audit and assurance services for small to medium-sized organisations, corporations and not-for-profit entities.

Our practical approach goes beyond compliance. We review financial records, reporting processes and internal controls to help identify risks, strengthen financial governance and provide confidence that your organisation’s financial information is accurate and reliable.

We work closely with boards, management and committees to make the audit process clear, efficient and easy to understand.

Company Secretary

Company legislation requires businesses to perform several administration tasks that take up valuable time. Ask us how our team can support you in ensuring you comply with the Corporations Law, remove the stress and possibility of penalties for failing to keep up with changing rules.

Human Resources

Your staff are your most valuable asset. We can help you maximise your team’s potential by assisting you on employment relations, recruitment, health and safety, remuneration and performance management. Our team will help you streamline your HR processes, minimise compliance risks and optimise your workforce.

Information Technology

Technology enables us to enhance a wide variety of business processes. We offer comprehensive IT consulting and support services to optimise your systems, enhance data security, and streamline your IT operations. Using software and hardware effectively can provide enormous benefit to your business.

Farm Accounting

Fluctuating prices, seasonality, and other challenges specific to the agriculture industry can be complex. Our comprehensive services including bookkeeping, tax planning, budgeting, and financial analysis, ensure you have a clear financial picture of your farm's performance.

Rental Property

Monitoring market forecasts when making a residential investment is key to maximising your profitability. We offer expert financial analysis, robust bookkeeping, and tax optimization strategies. Let us take care of the numbers so you can focus on growing your rental property business with confidence.

Self-managed Superannuation Funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). We provide the professional advice you need to set up your own fund and greatly simplify the process for you.

Selling a Business

We provide comprehensive financial analysis and expert guidance to maximise your sales price, minimise tax liabilities, and ensure a smooth transition. Our strategic expertise can help you navigate common challenges that businesses face when selling, enabling you to achieve a successful and profitable exit.

Superannuation

Superannuation can be a complex and constantly changing area, and we know that navigating these challenges can be overwhelming. We can help you design and implement an efficient and cost-effective superannuation plan that will effectively enable you to reach your financial retirement goals.

Wealth Coaching

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Change your minset and have a healthly relationship with money and wealth.

Our coaches will empower you to take control of your fiancial destiny, unlock your finacial potential and build a solid foundation for lasting wealth. Offering actionabe insights, accountability and a working money plan to help ou define and achieve your financial goals.

Liability limited by a scheme approved under Professional Standards Legislation

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