Helping you reach your potential.

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

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.

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

“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.”

"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"

"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."

"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."

"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."