Ground Floor 145 South Terrace,
Adelaide SA 5000
08 8268 5160
office@sawealthgroup.com.au
Facebook Twitter Linkedin Instagram
Contact Us

Helping you reach your potential.

Financial advice to help you manage, grow and protect your wealth.
Schedule a Call

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

How can we help?

Get started & set up your family

You want to buy your dream home, expand your family and grow your wealth.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Financial Planning

Finance Broking

Accounting and Tax

Property Leasing: Residential and Commercial

Property Purchases & Sales: Residential and Commercial

All Services

Your local financial partners

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.

Prepare for tomorrow, make the most of today.

Testimonials

"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
“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
“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

Insights

Big changes ahead for Aged Care

Big changes ahead for Aged Care

The number of Australians aged over 65 is expected to more than double in the next 40 years while the…
Combining work and play when you’re away

Combining work and play when you’re away

For years it was thought that technology would make business travel obsolete, but as anyone who has had to suffer…
Forget forgetting – simple ways to improve your memory

Forget forgetting – simple ways to improve your memory

We’ve all heard the old saying ‘an elephant never forgets’- but unlike elephants, we humans certainly don’t have flawless recall.…
  • 1
  • 2
Read More

View our latest newsletter with the latest financial and lifestyle articles.

View Newsletter
Get in Touch
Call 08 8268 5160
Our Location

Ground Floor 145 South Terrace,
Adelaide SA 5000
Mailing Address

PO Box 6268
Halifax Street SA 5000
Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
Facebook Twitter Linkedin-in Instagram

We acknowledge the Traditional Owners of Country throughout Australia. We pay our respects to Elders past and present.

SA Wealth Management Pty Ltd ACN 149 628 222 ATF Katranis Family Trust ABN 29 809 576 590 trading as SA Wealth Management is a Corporate Authorised Representative (No. 000402699) of SA Wealth Solutions Pty Ltd ABN 72 634 162 422 AFSL 525627.

SA Financial Services Pty Ltd ACN 606 737 553 atf SA Wealth Group Trust ABN 42 702 741 790 t/as SA Financial Services is a credit representative of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 with Australian Credit Licence 509484.

SA Wealth Property Services Pty Ltd ACN 656 180 782 as trustee for SA Wealth Property Trust ABN 21 688 258 815, RLA 316149 is responsible for Real Estate services (Residential and Commercial) under the SA Wealth Group.

SA Tax and Accounting Services Pty Ltd ACN 629 612 648 atf SA Tax and Accounting Trust ABN 45 967 852 423, is responsible for taxation and accounting services under the SA Wealth Group.

The SA Wealth Group business name is owned by Katranis Family Trust ABN 29 809 576 590 and is used by SA Financial Services Pty Ltd ACN 606 737 553 atf SA Wealth Group Trust ABN 42 702 741 790 t/as SA Financial Services which has its liability limited under Australian Credit License Number 484 674. Both companies trade under the business name of SA Wealth Group, SA Wealth Management Pty Ltd is responsible for providing financial planning services and SA Financial Services Pty Ltd is responsible for providing credit advice.

Wordpress website by Advant