Estate Planning Services
Wills
Estate Planning is the process of protecting your assets through the course of transition events, such as marriage, having children, divorce, business and asset purchases, business restructuring and exits, retirement, advancing age, entry into care facilities, illness, incapacity and death.
SA Wealth Group works closely with clients to produce tailored estate planning outcomes in a very cost- and time-effective manner.
Power of Attorney
A Power of Attorney is a legal document where you appoint a person of your choice to manage your assets and financial affairs if you are unable to do so due to illness, an accident or your absence. All Power of Attorney documents must be signed by you while you have the legal capacity to understand what a Power of Attorney is and you agree to the conditions included in your Power of Attorney, and the attorney you have selected must agree to be your attorney and sign an acceptance of the appointment. A Power of Attorney ceases when you die, and at that point the responsibility for your estate will be taken up by the executor named in your Will.
Testamentary Trusts
A testamentary trust is designed to provide maximum flexibility and allow for tax-effective distribution of capital and income, as well as providing possible protection of your beneficiaries from third parties such as creditors.
As your financial advisor’s we will assist your executors to determine how best to manage your estate for the benefit of your beneficiaries, taking into account risk management, taxation and other issues.
Hear from others
“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 & Cathie Grace