Brett Dillon CFP®

About Me

Saige Financial Planning is a boutique planning business, focusing on personal strategic advice. We work on a Fee for service model with an option for fixed, flat ongoing service fees. Brett is able to assist clients to achieve their goals and objectives with a focus on wealth creation, wealth protection, superannuation, insurance and retirement planning. Brett works closely with several strategic partners in related areas of estate planning, legal and accountancy.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Bd Financial Advisory Pty Ltd
CERTIFIED FINANCIAL PLANNER®