After getting into money trouble at a young age, Sarah committed to learning how to make money work for her, and walked Branch to Branch in search of a job with one of the top 4 major Banks. Working her way through the ranks in the Banking industry, Sarah has learnt a lot of Do’s and Don’ts along the way, and helped individuals, families and business owners from all walks of life to get their finances in order and achieve personal wealth and security they simply didn’t know how to create themselves. After nearly 19 years in the finance industry, Sarah is passionate about helping people stop seeing money as something to be feared or merely dreamt of, and start designing their financial future in a way that is easy to understand, without undue risks and plan for future generations also. Specialising in SMSFs, Retirement Planning and Aged Care advice, Sarah is based in QLD though travels across the country to see clients, working regularly by phone, Zoom and email to fit in with your busy schedule.
In addition to running Voyager Wealth, Sarah is a Responsible Manager on an Australian Financial Services License, holds the Secretary position for a local RSL branch and regularly contributes to news and other online sources for information on financial strategies.
Robert has lived and worked in SEQ most of his life after a stint working abroad in Europe to collect life experiences.
Being married with two young boys, Robert understands the demands that come with managing finances with a young family and enjoys helping families to fully understand their current financial position and identify what gaps are visible as well as what opportunities are available to them.
Early into his career as an Adviser, Rob realised his love of investments and specialises in this area, helping clients to understand their options and create portfolios to really meet the clients financial needs (income Vs growth needs, plus tax planning), and their comfort levels with risk.
He also specialises in personal and business insurances, and is the Review Adviser for Voyager clients, helping our ongoing clients to understand how they're tracking through their plan and what strategies could also benefit them.
Robert works with clients in all states via phone, email and Zoom.
Ira has extensive experience in managing advisers and assisting clients through the advice process and their continuing financial journey, as well as an extensive career in paraplanning and helping the Advisers she supports to identify appropriate and beneficial strategies for clients.
With a keen eye for detail and a stickler for compliance, Ira helps the advisers with their research, manages the implementation process and keeps clients up to date so everyone is always on the same page, and on time.
Since 2004, we have helped create strategies and portfolios to meet long-term financial goals. Have questions about retirement, investments, taxes, and/or estate planning? One of our licensed professionals would be glad to help.
We start by getting to know your better, and analysing your goals and objectives and comparing them to your current position. If we can see a benefit in your receiving our advice we discuss our fees and advice options and then recommend a financial strategy designed to meet your risk tolerance and needs.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re fully licensed and have a passion for helping our clients make sense of and improve their financial position. You can count on unbiased recommendations and impartial guidance.
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Voyager Wealth Management Pty Ltd ABN 18 112 135 350 is a Corporate Authorised Representative (No.336111) of AD Advisory Services Pty Ltd ABN 68 005 830 802, an Australian Financial Services Licensee No. 237058