Our people

Our people set Sage Stone apart

As a Purpose-led organisation, our services are brought to life by a team of specialists who embody our values daily and are dedicated to Sage Stone's vision of being the exceptional Multi-Family Office.

Sage Stone reflects an entrepreneurial spirit, philanthropic vision and commercial achievement with a family ethos that permeates everything we do. Our people thrive in a vibrant and engaging culture with a diverse range of skill sets and career pathways.

We operate in a dynamic environment alongside industry-leading specialists with an unwavering client-centric focus.

“Our workplace is welcoming, inclusive and diverse. Every day we are challenged and we work hard, however we also make sure there's time to enjoy a laugh and have fun. This is why we are a high performing team and how we deliver timely and quality services. It's this balance that makes Sage Stone such a rewarding place to work.”

Rachael Morgan – Director, Client Operations

A unique culture

Inclusion & Diversity

Our Inclusion & Diversity (I&D) Committee provides governance, strategic direction and operational oversight across a wide range of I&D initiatives.

The committee comprises nine senior leaders across the Firm who report to the CEO and the People, Culture and Remuneration Committee.

Reward & Recognition

High performers are celebrated through Sage Stone's reward and recognition program.

Our dedication to professional training and development supports the growth of our people, regardless of where they are in their careers.

Workplace Flexibility

We operate in a hybrid working environment, providing our people with flexible working hours and location (role dependant).

This enables our people to optimally balance their client, team and individual needs and circumstances.

Employee Wellbeing

We believe work-life balance is vital – for both the wellbeing of our people and for the benefit of the families we serve.

By genuinely caring for the wellbeing of our team, our clients benefit from enhanced productivity, increased motivation and, in turn, a focus on what matters most.

Gender equality matters

Sage Stone actively encourages and promotes a commitment to gender equality. In addition to supporting the development of our women employees through a formal mentoring programme, a range of initiatives are underway to positively influence the senior gender mix.

Our gender equality commitment has helped to substantially increase the number of women in senior roles. Currently, women represent 56% of our workforce and 43% of roles at the manager level and above. More broadly, our Partners and Leaders aspire to model and reinforce the right behaviours to encourage flexibility, collaboration and a supportive work/life balance.

Sage Stone's Staff Giving Program

Our Staff Giving Program enables our people to choose to dedicate their time, treasure and talent to supporting their philanthropic ideals, with Sage Stone matching internal fundraising efforts.

Each year, our people voluntarily come together through this staff-led initiative to contribute to a designated area (or areas) of focus. In recent years, we have chosen to support ending violence against women, climate change, education and homelessness.

This year, efforts are underway to make a difference across youth mental health, social disadvantage and food insecurity, supporting two chosen organisations operating in these areas.

Reconciliation artwork by Deborah Newenham-Coertse (Woods) and Melissa Spillman (Woods)

Painted by Deborah Newenham-Coertse (Woods) and Melissa Spillman (Woods)

Our commitment to Reconciliation

Our dedication to delivering meaningful impact and opportunities for Indigenous communities is formalised in our Reconciliation Action Plan (RAP), which is endorsed by Reconciliation Australia.

Sage Stone's RAP outlines clear, actionable deliverables across reconciliation, relationships, respect, opportunities and governance, and reflects the heartfelt manner in which our team is working to positively benefit Indigenous communities.

Advancing reconciliation aligns closely with our Purpose of helping families achieve what matters most, and the RAP articulates our team's collective ambition to progress Sage Stone's reconciliation journey.

Please click here to view the Sage Stone RAP.