Sage Care Advice is located in Maroochydore and we take pride in being the Sunshine Coast’s aged care funding experts. We are a privately owned business with a small team and a big commitment to assisting our clients with aged care funding issues. Our team have the tools, knowledge and empathy to help you in a difficult time.
Sage Care Advice is proud to have been selected as a finalist in the 2019 Sunshine Coast business awards.
Aged care advice is nothing short of a passion for Bruce. When his own family faced the struggles of his father entering aged care, Bruce knew there was a need for more help to be available to others facing the daunting financial aspects of aged care. We love seeing his excitement when he comes up with a particularly great solution for clients and he is passionate when advocating for our clients’ best interests.
With over twenty years of experience in providing financial advice, our clients often comment on the empathy and understanding offered by Bruce in addition to his excellent skills in aged care funding.
Katie has been with Sage Care Advice since its inception. Stepping up from the role of Client Care Advocate to Aged Care Adviser after completing her Diploma of Financial Planning in 2018, Katie has assisted many clients through the aged care maze and the obstacles families find themselves facing when a loved one enters care.
Katie is knowledgeable and extremely passionate about her job, she gets a buzz out of assisting clients, particularly when she can change an often, bleak outlook into a positive one. Katie’s friendly nature and great sense of humour will make you feel welcome and instantly at ease.
Outside of work life, Katie has two young active boys that keep her very busy.
Lisa is a genuine Sunshine Coast local, she has been with our team since mid-2019 and she is an admin superstar!
Always armed with her trusty blue pen, she is ready to assist you to complete the Government forms required in the aged care process. If you have a problem, Lisa will do her best to solve it as soon as she can, with the care and compassion you deserve.
Providing admin support to our advisers is not Lisa’s only interest, she also enjoys, surfing, paddle boarding, bike riding and spending time playing Pokemon with her grand kids.
Danika is the friendly face you will be greeted with when you visit our office and the happy voice on the end of the phone when you call. Her warm caring nature and bubbly personality makes her a valued member of our team. Danika is committed to her role as Client Care Advocate ensuring each client feels supported and at ease.
When she is not brightening up our office, Danika is a talented painter and she loves to cook, bake, read and spend quality time with her family and friends.
Billie has joined us all the way from Adelaide via Brisbane, London and Brisbane (again)! Her down to earth nature and sparkly smile are what makes Billie a perfect addition to our team.
Billie is currently studying a Certificate III in Business Administration and is also enjoying learning more about aged care in the process.
In her spare time, you might see Billie cruising up the beach in her Jimny, looking for the perfect spot to fish.
Rae has joined our team with previous experience in administration and reception roles. She is very efficient and organised, however being kind and helpful is her specialty.
Her role involves manning the phones, keeping the office in order and the advisers in line, Rae is a busy and valued member of our team. Bringing warmth to the office, she is our own 'Rae' of sunshine!
While she is off the clock, Rae loves music, drawing, shopping and heading to the beach.
Just like our name ‘Sage’, we are ‘profoundly wise’ and have a genuine desire to provide you and your loved ones with the best solutions. Here is some feedback from some of our clients.
The Sage team were all very receptive to our questions, were flexible and responsive and they all really care about getting the best outcome for their clients.
Thanks to you and all the team there at Sage Care Advice. We are so thankful that we were referred to you guys and for the great help that you have been to us. We are very glad that we have now got to the stage of setting up payments for Dad and Mum. We really appreciate your wisdom, empathy, sincerity and professionalism in all that you have done with us.