About Us

Sapient aims to provide quality and affordable financial services to all Australians through our team of articulate, pro-active and highly experienced advisors. We surround our clients with experts in investment, insurance, accounting, SMSF, legal, taxation, structural and mortgage broking advice to ensure our clients have a complete wealth solution.

We invest heavily into information technology and employ the very best systems so that we can deliver the greatest possible levels of communication and education in the most effective manner for our clients.

We are entirely owned by our employees and this shows in our employee’s commitment to building long term meaningful relationships with our clients, and in delivering the kind of service that can only be offered by the owners of a business. 

Because we are independently owned we are able to act in the investor’s interests at all times and are not pressured by any controlling parties to distribute certain products or services to our clients. We are able to choose the products and services that best serve our client’s needs regardless of the bank or institution that are providing them.

We are guided by a value system that embraces the very essence of trust and integrity; by providing clients with the same products, advice and solutions that we provide ourselves and our families. 

By placing ourselves in our client’s situation we know that they will always be provided with the very best advice, every time, and without compromise. We recognise that when dealing with an individual’s finances, the advice we provide has very real impacts on our client’s lives and the wellbeing of their families.

We are a company with a social conscience that is guided by a management team who serve on the board or directors, and have founded non for profit organisations and charities, and given generously not only of their time and resources to improve the lives of those less fortunate.

At Sapient we view every client as a ‘client for life’, by navigating them through the ups and downs of financial markets, and through the phases of their wealth creation journey.

We look forward to sharing that journey with them.