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Sage Financial Advice

Sage Financial Advice

5.0(34 reviews)See reviews ↓·Cairns

About the company

Sage Financial Advice was established by Kerry Farquharson in 2021. Kerry Farquharson is Director and Financial Adviser. Joel Little is Director and Financial Adviser. The business trades as Sage Financial Advice under Indalia Australia Pty Ltd. The business is based in Cairns.

The business provides retirement planning, business protection, and personal insurance services. The business supports The Pyjama Foundation as its preferred charity. The business sponsored the Cairns Chamber of Commerce lunch. The business is a major sponsor of the 2026 Sisterhood of the Travelling Wheelbarrow.

What customers say

Based on genuine customer reviews

Sage Financial Advice is a Cairns-based practice where Kerry and Joel are named repeatedly across customer accounts. Clients describe insurance matters that had been left in disarray being sorted out promptly, including a claim that had previously been overlooked and was then submitted successfully. Reviewers consistently mention how plainly everything is explained, with technical detail translated into straightforward language and queries answered without delay. Several buyers describe the process of building a financial plan as daunting until the team worked through their goals, priorities and circumstances, after which implementing the advice felt comfortable.

The same names come up in connection with thoroughness and transparency, and with flexibility when original plans needed adjustment. Income protection insurance is among the areas customers single out, with policies tailored to individual needs rather than offered as a standard package. A point that comes up often is the combined professionalism and down-to-earth manner of the advisers, which leaves clients feeling more confident about their future. Disclosure of charges is another theme, described as upfront and clear. Long-standing ties to the local community and strong confidentiality are noted by people who have dealt with the firm over many years.

Financial consultant

Reviews

Reviews are taken from publicly available sources.

FC
Frank Coulthard1 August 2026

Kerry and her team are wonderful to deal with, Kerry explains things in simple terms that made it easier for us to understand and put us on track to achieve our future goals. Wish we went to her 10 years ago. Can not speak highly enough for her.

NJ
neil jabs27 May 2026

Very professional and excellent customer service. Long term standing in community and very knowledgeable in all aspects of financial services. Confidentiality, strong ethics and integrity are all evident along with great communication quick response skills. I have known Kerry and Joel for the past 15 years and they always conducted their dealings efficiently and professionally. They are excellent at what they do and I highly recommend this business to anyone seeking financial assistance. Well done and thank you for your continued help and ongoing support.

YG
Yvonne Grant17 March 2026

Very professional yet friendly and down to earth. So glad I found Kerry and her team as I feel comfortable about my future.

AE
Anne E24 November 2025

My husband & I would highly recommend Kerry, Joel and team at Sage Financial to anyone requiring financial advice. Kerry is easy to talk to, listened to what our needs were & worked with us. We found Sage Financial Cairns to be highly professional and provided great customer service.

JB
Jo Brooks26 October 2025

Kerry brings a wealth of knowledge, commitment, and loyalty to organise our finances to work best for us. This provides valuable reassurance to us.

MH
Melissa Hobson21 October 2025

Kerry was delightfully informative, knowledgeable and listened to what my future goals were. She had a good discussion on how to archive those goals and used that information to guide the Finacial plan and prioritise the actions to be taken. She was upfront about the charges and suggested appropriate insurance protection. She was also flexible to accommodate changes in my original plan in a realistic manner, setting up a good rapport for future consultations. Thankful for the time spent with Kerry and happy to recommend her and Sage Finacial planning to others.

FD
Fran Dowland30 September 2025

Best experience I have had trying to organise income protection insurance. Kerry took the time to know what was important to me and tailored the insurance to suit. Very comprehensive and took the hard work out of the ordeal.

Financial advisers & planners in Cairns compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 11 businesses in this category in Cairns are compared.

RankProviderRatingReviewsOpen Sat.
1Direct Wealth★ 5,048No
2Kelly Wealth★ 5,048No
3Fowler's Group - Financial Advisors★ 5,046No
4Sage Financial Advice (this page)★ 5,034No
5Evolution Financial - Cairns★ 5,012No
Contact
+61742435783sagefinancialadvice.com.au572 Mulgrave Rd, Woree QLD 4870
Working hours
Monday08:30–17:00
Tuesday00:30–17:00
Wednesday00:30–17:00
Thursday00:00–24:00
Friday00:00–24:00
SaturdayClosed
SundayClosed