Helping you reach your potential.

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

Three SA Wealth Group advisers walking and laughing together outside in Adelaide

Everything you need. All in the same room.

Our advisers work side by side, every service sits in-house and everyone is in the same conversation, which means your wealth, lending, tax and property all move in the same direction.

Financial advice works better when it’s connected.

Services

Financial Planning & Wealth Management

Superannuation, investments, insurance, retirement, estate planning and Centrelink. Building wealth that lasts and protecting the people who depend on it.

Finance Broking

Residential, business, commercial, development and asset finance. Lending structured around your broader position, not just the rate.

Accounting & Tax

Entity set-ups, personal tax returns, payroll, bookkeeping, business financials, BAS and business advisory. Accurate, current and always looking forward.

Property Sales, Buying & Leasing

Sell, buy and lease residential and commercial property. Expert services backed by a team that sees your bigger financial picture.

We didn't grow through advertising. We grew because clients kept sending us people they cared about.

That shapes how we work.

We take the time to understand your full situation before we make any recommendations, and we stay involved as things change.

Our integrated approach isn't a service model we adopted. It's how the firm was built from the start.

About Us Our Team

Two SA Wealth Group team members reviewing work on a computer in the office

Results

Maria

Financial Planning

Finance Broking

Accounting & Tax

“Financial matters are not my area of expertise, and I can find them overwhelming.

What I appreciated most was the patience and ability to explain things clearly, taking the time to ensure I understood my options and feel confident in the decisions I made.

Their genuine care, attention to detail and commitment to their clients are evident in everything they do”

Gabriel

Finance Broking

Real Estate

“I couldn’t be happier with the service provided by Yash, Nik and Paul at SA Wealth Group. They assisted me in securing construction finance for a property development and made the entire process straightforward and stress-free. Their communication, knowledge and professionalism were outstanding from start to finish. They kept me informed throughout the process, responded promptly to any questions and worked hard to achieve an excellent outcome. Highly recommend them to anyone seeking construction or development finance.”

Sean

Financial Planning

Finance Broking

“Nik from SA Wealth Group has been life-changing for myself, my family and our business. He has helped us to wipe out debt, purchase a house and is now working to optimise our super and insurance. SA Wealth Group is an absolute no-brainer if you want your money to start working for you!”

Our focus, your future.

Tell us where you're at. We'll show you what a coordinated approach looks like for your situation.

Get Started

SA Wealth Group team member smiling during a meeting in the boardroom

SA Wealth Management Pty Ltd ACN 149 628 222 ABN 87 149 628 222 is responsible for all financial planning advice and 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 ABN 80 606 737 553 is responsible for ALL credit advice and is as a Corporate Credit Representative of Buyers Choice Licencing Pty Ltd (ACL 509484) ACN 626 172 281.

SA Wealth Property Services Pty Ltd ACN 656 180 782 ABN 83 656 180 782, RLA 316149 is responsible for Real Estate services (Residential and Commercial) under SA Wealth Group & Encore Real Estate.

SA Tax and Accounting Service Pty Ltd ACN 629 612 648 ABN 52 629 612 648, is responsible for taxation and accounting services under SA Wealth Group.

SA Wealth Group business name is owned by SA Wealth Management Pty Ltd ACN 149 628 222 ABN 87 149 628 222, SA Financial Services Pty Ltd ACN 606 737 553 ABN 80 606 737 553, SA Wealth Property Services Pty Ltd ACN 656 180 782 ABN 83 656 180 782, and SA Tax and Accounting Service Pty Ltd ACN 629 612 648 ABN 52 629 612 648.