Sage D’Costa

Senior Financial Planner

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Sage is a Financial Planner at Empower Wealth with over 7 years’ experience in the wealth management and financial planning industry. Sage holds a bachelor’s degree in Commerce (Finance/Financial Planning), Diploma of Commerce (Management) and a SMSF Accreditation Certificate with aspirations to attain further post graduate qualification as CFP.

Having worked with several boutique and large financial planning practices, Sage has gained valuable exposure to a range of clients from traditional accumulators, SMEs and higher net worth individuals.

Sage first started in the financial services industry as a Client Services Manager whilst completing his bachelor’s degree in Commerce. Upon graduation he was able to attain his Authorized Representative status as a Review Advisor and since then he has been in further roles as an Assistant Manager and a Senior Financial Planner.

He is a personal advocate of the impact the right guidance and education can have on an individual’s journey and endeavors. Coming from an amateur and elite sports background, Sage has been involved in numerous coaching and consulting programs to empower young athletes to be the best versions of themselves on and off the field.

Through a Financial Planning lens, Sage tailors his advice around creating rewarding client experiences through actively communicating and delivering a sound strategic plan, ranging from defense and protection against unforeseen events to portfolio construction for long term wealth creation goals.

We were dealing mostly with Sage he was very clear with the process and explained everything well and keep us in the know regarding the progress of our plans .sage was very approachable and answered all phone calls and guide us in the process that was new for us in a clear way, very happy with him and the support team that was involved as well. Thank you.

- Veronica Villalon, VIC March 2024

I recommend Empower Wealth to anyone who will listen. I am so glad I came across your podcast during lockdown. I have never once questioned my decision to engage EW. We have had our plan done and used the Buyers Agent, Broker, Financial Planning, and Tax agent arms of the business. Every single time I have communication with a team member at Empower Wealth I feel like they are fully versed in our individual needs and desired outcomes. I feel like one of the EW. Having confidence in your financial advisor is key. Our objectives are being met and we are exceeding our financial goals. I can't thank you enough for getting us on track.

- Terrina, NSW March 2024

Sage and Sam have been tremendously helpful throughout the whole process. They were very clear and helpful answering all questions and queries we had, it was amazing to see the team on top of everything.

- John Bell Jr, QLD December 2023

Sage and the team helped us optimise our superannuation and personal insurance. Thanks for handling all the complexity and the legwork!

- Adam Moy, NSW September 2023

Great service that provided us with clarity on both our current financial position and some clear options as we transition to retirement.

- Colin Funston, NSW July 2023