Personalised Experience
About Us
Sage Wealth is part of Amplifi Group, a New Zealand financial services group.
We provide independent and personalised financial advice and investment management services to individuals, families, and charities. We are qualified to provide financial advice and are passionate about helping New Zealanders achieve their financial aspirations.
We manage your money with integrity, putting your interests first in everything we do. We have a disciplined approach; we work with you to understand your needs and create a personalised plan to achieve your goals. We are experts in translating the world of finance so that you can make informed decisions about your financial future.
Our Process
Our process is proven and designed to work at your pace. We get to know you and what you are trying to achieve, as well as taking into consideration your interests and values. From there, we send you a personalised proposal that suits you and your situation. We guide you through the stages of becoming a client and set up your portfolio. We provide ongoing advice and portfolio management services in addition to regular reporting.
Aga has 17 years of experience working in financial services gained in the United Kingdom and New Zealand. She works closely with the Investment Committee to create customised investment portfolios for private clients, trusts, and charities.
Aga has specific experience in looking after migrant investors and international assets. She is a subject matter expert on responsible investment. Aga also contributes to the overall strategy of Sage and is a shareholder in our Group company, Amplifi Group.
In her previous position, she was an Investment Adviser at Hobson Wealth Partners where she was responsible for providing investment advice and management of client portfolios.
Aga is a qualified financial adviser and her professional qualifications include:
- lnvestment Management Certificate (UK)
- lnvestment Advice Diploma (UK)
- Certificate in Private Client lnvestment Advice and Management (UK)
- NZ Certificate in Financial Services (NZ), NZX Adviser Diploma (NZ)
- CFA Certificate in ESG (Environmental, Social and Governance factors) investing
She holds two masters degrees, MA in Scandinavian Studies and an MSc in European Economics. Aga is a Chartered Fellow of the UK Charted Institute for Securities and lnvestment (CISI).
Rebecca Thomas is a Board Director at Sage Wealth Management. Rebecca is the Founder and CEO of Mint Asset Management and the Founder and Director of Amplifi Group. She has a strong pedigree in funds management, with a career spanning 35 years', both in New Zealand and offshore.
She has been a Director and Chair of the AFRC (Audit Finance and Risk Committee) of KiwiRail Holding Limited and an Associate member and AFRC Chair on the Board of the Financial Markets Authority from 2011-2016. She has also held several non-executive directorships for investment and property trusts, including Pathfinder Development Companies and LMI European Utilities Investment Trust Plc. Currently, Rebecca is the Chair of Gilligan Sheppard and, Director and Audit and Risk Committee Chair of Tainui Group Holdings Ltd.
Rebecca has completed examinations for the UK Institute of Investment Management and Research and the London Stock Exchange.
Simon is a Board Director at Sage Wealth management. Outside of Sage Wealth, he is the Chief Operating Officer at Mint Asset Management which is another company under Amplifi Group.
He has more than 22 years' experience in the financial sector. Prior to working at Mint, Simon was based in London. The majority of his experience was gained at Aurum Funds Ltd, a Fund of Hedge Funds, and Henderson Global Investors where he worked on both the Equity and Fixed Income desks.
Simon holds a Bachelor of Arts and a Bachelor of Commerce from the University of Otago.
At Mint, Simon’s role is to manage the operational requirements including portfolio analysis, portfolio compliance, record keeping and third party relationships.
© Sage Wealth Management 2024. All rights reserved.