Today

is the day to start planning for the goals that matter most

Let's Get Started

Now

is the time to make sure your family is covered for life

Learn How We Help

Tomorrow

is up to you,
and we can help you get there

View Our Services

Your financial well-being matters.

Designing realistic Wealth Strategies that create future peace of mind.

 

we are one of the few who can call themselves truly independent. We provide strategic financial advice where your needs and goals are the only factors that influence our decisions.

Today's Financial Concerns

A few stories to learn how we have helped others achieve financial success.

What We Can Do For You

Financial Advice

Comprehensive and objective advice for all your financial questions

Business Advice

Financial planning to safeguard your business from major risks like disability or death of an owner or business partner, managing investments, planning for succession and exits, and optimizing tax strategies.

Retirement Planning

We can help you carefully consider your financial strategy for retirement

View All Services

About Us

Our advice philosophy is simple — we put YOU first

✔ As an independent advisor, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.

✔ At our independent firm, we pride ourselves on building long-term, trust-based relationships with each of our clients. Our focus is on providing high-quality, personalized financial planning services, ensuring that every client receives the attention and expertise they deserve.

✔ At Sageplan Finance, we pride ourselves on teamwork — both within our firm, with outside collaborators,  and in partnership with you. Whether you prefer a hands-on approach or more independence, we're here to provide as much or as little guidance as you need.

✔ As an independent firm, we provide comprehensive advice on a variety of financial topics, offering exceptionally personalized services to our clients.

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How to Get Started?

To be an effective partner, we need to know you and your goals

get in touch

The best way to get started is to simply phone, or contact us via email or contact form

initial meeting

It helps us to get know each other and ascertain whether our service will be of benefit for you

if you decide to proceed…

We set up a second meeting, which is the start of the planning process…




Guidance towards Secure Early Retirement

He listened to what I want to achieve for a secure retirement and guided me toward an investment plan which is balanced for growth & security. He also guided me with a budget-friendly comprehensive insurance plan for my family.

Mara GBanking

First Class Financial Advice

Rami Sayah has an impressive background in investments and financial planning. His expertise and competence consistently deliver first class financial advice. What sets him apart is his honesty, integrity, and genuine commitment to securing his clients' financial futures. Having previously dealt with a large bank for many years, I can confidently say that the quality of advice and follow-up I receive from Rami far surpasses anything I experienced before.

Hany ElmasryBusiness Owner

Trustworthy & clear advice

Rami Sayah's financial planning has been instrumental in my success. Since I started working with him in 2016, He showed me clear steps that I could easily implement. Since then, I've seen not only a significant increase in my savings but also improved investment performance. Rami helped me achieve multiple financial goals, which has given me much greater peace of mind about the future. He truly empowered me to take charge of my finances, and I'm grateful for his guidance. If you're looking for a true financial advisor who can help you achieve your goals and improve your overall financial health, I highly recommend Rami Sayah.

Geroge M