ABOUT SA WEALTH GROUP
We are a Boutique Private Advice and Finance Broking firm that specialises in building, maintaining and protecting the wealth of Professionals, Business Owners, Pre-Retirees/Retirees and their families. Our advisers and brokers 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 HISTORY
In 2011, SA Wealth Management was established by the Director and Principal Advisor, Paul Katranis, after seeing a lack of quality with ongoing service and advice, failing to build the required rapport and understanding of client needs of all demographics.
SA Financial Services was established in 2016 to capture clients’ loan needs as the practice saw an opportunity to deliver higher quality communications, support and credit advice in their lending needs.
2018 saw the establishment of SA Tax and Accounting Services to ensure that our existing and new clients would have access to qualified professionals in managing their taxation and accounting affairs.
Presently, our team consists of a number of accredited individuals in an adviser/broker role, qualified tax and BAS agent/accountant and a team of full-time support staff to assist with the business’s day-to-day operations.
With all companies now operating under the SA Wealth Group trademark, we continue to work on expanding our services to provide a truly complete and holistic financial services business.
HOW WE WORK
Understanding You
- Values & goals
Your Wealth Foundations
- Your Investable Wealth (What you’ve got to work with –What you Earn / Spend / Own / Owe)
- Investing to reach your Goals (how much, what to invest in & in whose name)
- Managing your Debt (The Right type of loans / savings / c-cards accounts, investment loans)
- Protecting your Lifestyle (Emergency Fund, Lifestyle Protection Fund, ‘Assisted Living Plan’ and ‘When I am Gone Plan’ – what you need / want, getting it setup)
- Your Retirement Fund (Super cleaned up, setup properly, salary sacrifice, Self Managed Super options, Transition to Retirement strategies)
- Using Tax to your Advantage (deductions & liabilities, working with your accountant)
Your Wealth Plan – Path to Success
- Present & sign your formal plan
Your Wealth Plan – Making it happen
- Change Super/Insurance/Debt (if needed)
- Spending Reports
- Investment Implementation
- Goal Tracking meetings
Your Wealth Plan – Keeping you on track
- Re-visit Values & Goals
- Earn / Spend / Own / Owe
- Your Goals – Are you on track
- Make changes if necessary
Our Team
Hear from others
We enjoy meeting you for advice and think the quality of advice is suitable and straight forward. So far all goals have been met.
Jon & Emma Clarke
I was really impressed with Paul’s professionalism. His ability to listen and truly hear what’s being said made me feel at ease. He wasn’t just rushing into solution mode, rather he showed patience and took ownership of my review in particular my Income Protection. He was also able to share his knowledge of the industry and the products that are available. He explained the products in effective and encouraging manner. He is a true asset for your company.
Steph Pappas
We have known Paul for six years now, and have always thought of him as a professional, honest and dedicated person.
We would not hesitate to recommend his valuable services to our friends and colleagues.
R & E Hickman