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
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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
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 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.
Mark joined the industry in 2004 from a background in hospitality, working part-time in a family business and progressing to a full time position in 2005. He obtained his Diploma of Financial Services (Financial Planning) in 2008.
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.
I have been a paraplanner for more than 10 years, and spent approximately 9 years employed within an Apogee aligned financial planning business.
In addition to research, strategy development and the preparation of statements of advice, I was also responsible for keeping up with compliance requirements and training junior paraplanning staff.
Marcus has recently joined the industry and acquired full time work at SA Wealth in 2017 upon his completion of his Commerce degree majoring in Corporate Finance at The University of Adelaide.
He enjoys playing sports such as AFL, Cricket and Soccer which he currently plays, and spending time with family and friends.