Savoia Wealth

Advice that compounds, like the wealth it builds.

Strategy, investment and estate planning for individuals and families who want their wealth managed with judgment, not noise.

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Our approach

Considered, advice-led, and built around you.

We begin with your circumstances and goals — not a product shelf.

From investment strategy and retirement planning to estate and intergenerational wealth, every recommendation is one you will understand and own. Fiduciary by default, transparent on fees, and patient by design.

By the numbers
$100M+
Assets under advice
60+
Individuals & family groups advised
24
Institutional partners
10 yrs
Guiding wealth with purpose
What we invest in

Built around opportunity, balanced for resilience.

Infrastructure assets

Infrastructure assets

Real assets such as commercial property and infrastructure — consistent returns and inflation protection, identified across Australia and global markets.

Australian and international equities

Australian & international equities

Exposure to high-performing companies across Australia and global markets, with a focus on long-term capital growth and quality businesses.

Fixed income

Fixed income

A stable foundation through bond and income portfolios tailored to your risk profile — preserving capital while generating steady, predictable income.

Ethical and ESG investing

Ethical & ESG

Sustainable, well-governed portfolios that align your values with your wealth.

Alternatives and private markets

Alternatives & private markets

Selective access to private equity and private credit, beyond traditional asset classes.

Diversified multi-asset portfolios

Diversified multi-asset

Balance and resilience across equities, fixed income, property and alternatives.

Our team

“Good advice should be as personal as the life you’re building.”

Sage D’Costa

Founder & Principal Adviser

Sage founded Savoia to make considered advice personal again — guiding clients across Wealth and Finance with judgment, transparency and a genuine long-term view.

Our values

Integrity, conviction, synergy.

Integrity

Transparency, honesty and accountability — every recommendation aligned with your best interests.

Conviction

An unwavering commitment to excellence and the highest standards of professionalism.

Synergy

Success achieved together — relationships that grow and protect wealth across generations.

What our clients say

In our clients’ own words.

I wasn't really sure what I was doing with my super or who should get my money if something happened to me. Sage D'Costa sat down with me and explained everything in a way I could actually understand. He helped me set up my super properly, made sure I had the right insurance in place, and got my beneficiaries sorted out. We also went through my personal finances and I finally have a plan that makes sense. It's been such a relief to have someone I trust handling this stuff. I feel way more confident about my future and want to express my gratitude to Sage and the Savoia financial team.

Kirill S

Sage is friendly, prompt, and a fantastic communicator — always willing to go above and beyond to help. His understanding of financial matters is excellent, and he takes the time to explain everything in detail using simple, easy-to-understand terms. He cares about his clients and their financial wellbeing. Highly recommended!

Tracy F

Sage and his team were very responsive and helpful throughout the whole process of restructuring my finances. Thank you.

Christina

Very pleasant — gave me great knowledge of financial strategies.

Daniel M

My experience with Sage has been highly professional from day one.

Abdul A

Friendly, approachable & professional.

Geoff B

We decided on a SMSF just before the deadline. Sage and his team pulled out all the stops to help us get the documentation and accounts sorted quickly and well within the time limits. Answering all our questions, although there were not many, as every single step was explained to us in great detail. The service we received was above and beyond anything we could have dreamt of. From sorting insurances to building our strategy everything was smooth and never too much effort for myself and my husband, as it was all handled with care and in great detail. We could not be any more thrilled with Sage and Savoia Wealth and the way they conduct business. We also dealt a lot with Larraine and she was so efficient and friendly, nothing was too much trouble for her. I cannot believe how lucky we were to find these people to help us build our future. If you are thinking of using Savoia and Sage, please just have a conversation with him, his knowledge and integrity is amazing. He made it very clear we could contact him at any point and he would regularly give us updates and reach out to discuss our next steps, this included out of office hours times that were convenient for us. He always seemed to go that extra mile for us. We highly recommend Sage and Savoia.

Laura J

“

Savoia Finance

Looking for finance instead?

Home, commercial and asset finance — arranged around your goals, not the lender’s. Explore the other side of Savoia.

Explore Savoia Finance
Get in touch

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Tell us a little about your goals and we’ll be in touch to arrange a conversation — there’s no cost or obligation for an initial discussion.

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