The question seems so simple but the answer is often complex and revealing.
To us, it is what makes us different.

We’ve long been taught that the goal for working should be to earn money. Yet once financial success is achieved, we soon learn that this lesson is dangerously misguided. We believe money provides freedom, but only with purpose does it becomes true wealth. Sagium has been founded on the tenet that “creating wealth is just the beginning”. The “why” that forms our ethos and underpins our values & philosophy, makes us different. To trust us, we think it is vital that our clients understand what we believe as much as we endeavour to understand them. 


Words like inspiration, imagination and empowerment are rarely used in the financial industry. We honestly can’t understand it. In our view, these deliverables are the reason we are so passionate about our work. Our sincere enthusiasm for counselling our clients to better understand their needs and inspiring them to discover and define a deeper purpose for their wealth, gives us immense fulfillment. Helping our clients imagine new futures while providing them with lucidity around their financial plan, is hugely satisfying to us. We take on the important challenges of our clients and place them at the center of the process to empower them with security, clarity and peace-of-mind.



Making a meaningful difference in the lives of our clients is our ultimate goal. We believe impact occurs by taking a proactive approach to our stakeholders’ financial futures. What makes us unique is how we accomplish this objective. To us, it’s all about being in the “right” relationship. The industry leads us to believe that success in financial planning is a result of intense analysis and copious study of the products. “How” money is invested, is considered the value of the financial plan. We believe the difference-maker is the focus that is placed on the client’s needs. Of course, we are extremely respectful of brilliant execution, after all, we employ and partner with some of the most capable financial professionals in the business. We believe the true impact and value of our work occurs when we connect the “why” to the “how”. This is our definition of stewardship.



We believe there is a better way. Our view is that every client has one set of needs, often times complex but always best served by receiving counsel based on a holistic perspective of their affairs.  Clients, however, commonly forego the benefits of an integrated approach by employing experts to solve problems in specific areas. Our vision is to provide clients with independent counsel, based on a comprehensive perspective of their position, that coordinates expertise in all executional areas (investment, tax, legal, estate planning and insurance). Sagium is structured to give our clients flexibility; we can lead a team of trusted advisors or equally, lend our acumen as an integrated solution provider to an existing team of advisors. We are committed to innovating in any way that places our clients’ needs first.



We treat people the way we would like to be treated. Values like honesty, integrity and accountability sound old-fashioned but they truly describe who we are. We believe there is no other way. We under promise and over deliver, we communicate effectively, we are transparent in our operations and we pursue excellence with the motivation to always put our clients’ needs first. Please contact us and we would be happy to provide you with some references on our service, our capabilities and our character.