SA Wealth Management is a Boutique Private Advice firm that specialises in building, maintaining and protecting the wealth of Professionals, Business Owners, Pre-retirees and their families. We also work with a range of clients, from individuals starting out their careers and families seeking to build and protect wealth for today and in the future, to business owners and companies. By gaining a deep understanding of their needs and priorities we help solve complex and important financial issues they face in life.
Our Mission:
We are committed to providing the highest level of advice and service to help our client community make the right decisions with their money.
We aim to be THE trusted adviser by assisting each individual and their family achieve their life goals and ultimately, self-fulfilment.
Our Core Values:
- Place a focus on the client’s desired outcomes at the core of all operations
- Strive for quality advice and exceptional service
- Deliver on commitments to service standards
- Provide exceptional communication to clients
- Be innovative to deliver best practice outcomes and operations for our clients and stakeholders
- By being able to evolve and adapt to market and industry changes we endeavour for continual improvement
- Operate with the utmost integrity and ethical business practices
- Uphold a standing within the community to represent the advice industry with truth and integrity
What our clients say
“It’s hard to have confidence in people, especially when it comes to money. We have been with Paul for 7 years and have found him knowledgeable and a professional adviser. He keeps himself current with the market and new funds that are available. We feel secure in working towards our retirement as a result of being with Paul and his Team.”
Robert & Emma Hickman
“Thank you does not seem enough to convey how grateful we are to Paul Katranis for handling all facets of our financial affairs. Not only is Paul knowledgeable, capable and efficient and gets us results – he repeatedly goes the extra mile to assist us through the year. Paul has the unique ability to craft an Annual Review as fun, motivational and interesting…we actually look forward to our Annual review with Paul…and it feels like time flies when we are there!
We rate Paul as better than “excellent”. Don’t go to anybody else – Paul Katranis is brilliant”
Steve & Angie Arthur
“Since appointing Paul as & his team at SA Wealth Group as my new Adviser, just prior to resigning from my job, I am much more at ease about retiring early. Paul spent a lot of time explaining how I was situated and rearranged my finances and super and insurances to suit my new situation. I feel completely secure and comfortable with the service provided to me. With regular reviews I’m glad I made the change from my previous Adviser.”
Wendy Cook
“No-one can prepare for the impact a long-term injury has on a person. It affects every aspect of your existence, including and especially financial. Paul and the team at SA Wealth dealt with my financial concerns and cashflow issues with the utmost care and concern. They did all ground work to make sure I didn’t need to and could concentrate on my recovery instead. And for that I am truly appreciative.”
Natalia Ezergailis
“Our experience working with Paul over the last couple of years have been fantastic. He listens to what we have to say and offers advice and strategies that comfortably fit within our values system. He worked hard for us over a couple of issues and the most pleasing thing is – when he says he’ll do something – he does it. Great communication.”
Steve & Cathy Grace
View our latest newsletter, then register for free to receive the latest financial planning articles & information.
Financial Planning
Regardless of your current financial position and financial life stage, SA Wealth Group undertake a complete analysis of your goals to develop your financial plan.
We look after your financial well being.
Finance Broking
Need to secure finance to buy your dream home or refinance to make sure you are getting the best deal on your existing mortgage? Looking at borrowing to purchase an investment property or access funds for investment? Need to lend to fund expansion or acquisition for your business?
Estate Planning
Estate Planning is the process of protecting your assets through the course of transition events.
SA Wealth Group works closely with clients to produce tailored estate planning outcomes in a very cost- and time-effective manner.
Why Choose Us?
Exceptional Personal Service
Knowledge and Experience
Ongoing Support
A Holistic Approach
Keep You On Track
Ease and Convenience
Latest News
Most small businesses use finance when they’re starting out. Access to finance can also help…
When people buy property together, particularly if it’s with a partner or spouse, they often…
Wintry weather. COVID lockdown. If you’ve found yourself spending more time at home these last…
With record low interest rates, a flattening housing market and repeated assertions from RBA governor…
Where to find us
Our team
Wealth Adviser & Finance Broker
B Com (Accounting), B App Fin (Banking & Finance), DFS Financial Planning & Cert 4 Finance
Paul Katranis is a credit representative (370327) of BLSSA Pty Ltd, ACN 117 651 760 Australian Credit Licence 391237.
Paul is the Principal Adviser and Director of SA Wealth Management and has experience as a financial planner with a Big Four bank, as well as within a boutique financial planning practice.
Nik Radoicic is a credit representative (491994) of BLSSA Pty Ltd ACN 117 651 760 Australian Credit Licence 391237.
Nik is a Wealth Adviser of SA Wealth Group whom has joined the industry in 2016 upon his completion of his double degree in Commerce and Applied Finance at the University of South Australia. He specialises in unique wealth management solutions for Young Professionals and aspiring Business Owners which accommodates for the young wealth accumulators.
B. Finance, Dip. Fin&MB
Yanni is a Wealth Adviser and Finance Broker of SA Wealth Group joining in early 2018 as an undergraduate from the University of South Australia. He has successfully attained the new stringent requirements in the financial advisory world in addition to the residential and commercial lending space.
Umberto is a wealth adviser and finance broker of SA Wealth joining in 2018 as an undergraduate from the University of South Australia obtaining a Bachelor of Business Finance Degree. at the University of South Australia.
Kosta joined the SA Wealth Group team in 2018 offering accounting and advisory services. Kosta has extensive experience in servicing both individuals and businesses from various industries.
Paraplanner
B. Finance
Jacky began full-time in late January 2020 at SA Wealth as a paraplanner after working at an external Xplan support company, bringing his extensive knowledge to the business. He has completed a degree in Bachelor of Finance at the University of Adelaide and currently studying Graduate Diploma of Financial Planning at Kaplan professional.
Paraplanner
Marwan began with SA Wealth Group in September 2020 as a paraplanner and has completed a degree in Bachelor of Commerce at the University of Adelaide. Marwan has previous experience working as a tax accountant for over 4 years and in the hospitality industry working in various hotels.
Angelo Patsilivas is a Client Services Associate of SA Wealth Group whom has joined the industry and team in July 2020 approaching the completion of his Bachelor of Business (Financial Planning) at the University of South Australia.
Ninko recently joined the industry and began full-time work at SA Wealth Group in September 2020. He is currently studying Bachelor of Business (Financial Planning) and is fast approaching the completion of his degree.