Invest in Australia’s Lucrative Reverse Mortgage Portfolio and Give Back to Australian Seniors.
At Sage Shield, our journey is rooted in a deep-seated commitment to redefining investment paradigms. Established with a vision to empower investors while honouring societal legacies, we embarked on a mission to create a financial ecosystem built on integrity, sustainability, and respect.
Founded by a team of seasoned professionals with extensive experience in the financial industry, Sage Shield emerged with a singular focus on investor value delivered via safe, industry leading returns whilst building a long lasting national legacy.
We pride ourselves in building Sage Shield as a beacon of reliability and innovation in an ever-evolving market landscape. Drawing upon our collective expertise and unwavering dedication, we have forged a path marked by trust, credibility, and tangible results.
With a relentless focus on risk management and prudent investment strategies, we have cultivated a reputation for reliability and excellence. Our unique structure, coupled with a steadfast commitment to investor success, positions us as a trusted partner for individuals and institutions seeking to navigate the complexities of modern finance.
As we continue to chart new horizons and unlock opportunities for our stakeholders, Sage Shield remains steadfast in its mission to deliver sustainable returns, foster enduring relationships, and leave a lasting legacy of prosperity and purpose.
Sage Shield allows investors access to opportunities to select and invest in loan notes that meet their risk appetite and investment criteria. Each loan note made available for investment has been subject to assessment in accordance to the Trustee’s documented Lending Policies and the approval of the Trustee’s Credit Committee.
All loan opportunities are offered by way of a Supplementary Information Memorandum (SIM), which details the specific investment and loan terms.
Legacy and Social Responsibility: Unlike institutions driven solely by profit. Our commitment extends beyond just the financial gains to protect and support those who have given so much to society with an additional focus on legacy, longevity, and social responsibility.
Safety and Sustainability: With an emphasis on low Loan-to-Value Ratios (LVR), we ensure safe returns and provide monthly payments, offering investors stability and peace of mind. Our approach is built on respect, legacy, and sustainability, reflecting our dedication to preserving wealth and fostering lasting relationships.
Unique Fund Structure: We employ stringent risk management practices, ensuring reliability and consistency in performance with absolute transparency.
Respect and Industry Knowledge: Respect is at the core of our operations. We respect the consumer, and we respect your money, instilling confidence in our investors working alongside the governing bodies. Backed by industry knowledge and expertise, we navigate market complexities with precision, delivering reliable outcomes even in challenging times.
Reputable Partnerships: Collaborations with esteemed legal firms such as K&L Gates, Piper Alderman, reinforce our credibility in the market. These partnerships, coupled with the expertise of our seasoned in-house team, validate our commitment to excellence and integrity.
Industry Experience: Our team boasts extensive experience in not only the financial sector but also in operations and infrastructure. Garnering trust and credibility among peers and investors alike. With a deep understanding of market dynamics, regulations, and emerging trends, we stand as a credible authority in the investment landscape.
Risk vs. Return: Our fund offers a balanced approach to risk and return, prioritising investor interests while maximising profitability. Through diligent risk management practices, we aim to optimise returns while safeguarding capital.
Potential Upside in an Infant Market: Positioned in an emerging market segment, Sage Shield presents significant potential upside for investors. Early entry into this emerging market as it enters its normalising phase offers opportunities for substantial growth and capital appreciation.
Legacy and Social Responsibility: Investing with us goes beyond financial gains; it embodies a commitment to legacy and social responsibility. By supporting initiatives that honour and protect communities, investors become part of a movement that creates meaningful and lasting impact.
Investors have the opportunity to utilise Sage Shield to carefully select and invest in loan investment opportunities are presented in a Supplementary Information Memorandum (SIM), providing detailed information on the specific investment and loan notes terms.
Sage Shield empowers investors to choose loan notes that align with their risk appetite and investment criteria. Each loan note undergoes a rigorous evaluation process according to the Trustee’s documented Lending Policies and requires approval from the Trustee’s Credit Committee.
Investment opportunities are presented in a Supplementary Information Memorandum (SIM), providing detailed information on the specific investment and loan notes terms.
This juxtaposition of our retirees being the wealthiest, yet in global terms one of the poorest in retirement is untenable and we feel unnecessary. We at Sage Shield have felt compelled to provide a platform to invest in what is an obvious, fit for purpose and normalised solution.
In today’s regulatory protected environment and against the backdrop of demographic aging, the freedom to access assets that retirees spent a lifetime building at a time they need it most, is a win for all.
A win for:
Sage Shield stands by supporting an aged community that should be honoured, protected and supported by the nation they helped build.
Do you qualify?
As private investors with cash are in the best position to take advantage of these attractive investment opportunities. However, as defined under the Corporations Act 2001, investments can only be made by sophisticated and wholesale investors. Speak to our Investment Team to find out if you qualify as a Sophisticated investor.
Discover the Sage Group difference: Where security meets purpose, and prosperity meets compassion.
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