Transitioning into retirement: What you should know
Deciding on your retirement funding options in retirement comes down to what makes the most sense for you. If you’re close to retirement, chances are
Deciding on your retirement funding options in retirement comes down to what makes the most sense for you. If you’re close to retirement, chances are
Many parents and grandparents worry about how to help the children in their lives achieve financial independence. But the value of long-term investment can seem
Key Points: Never use the same password or variations of the same password, utilise different numbers and letters with a mixture of capital and lower
Fixed rate terms last for a set period of time that is prearranged between you and your lender. Fixed rate periods last between one and
There’s a lot of investment guidance out there. Too much can be overwhelming. So, how can you cut through the noise and find what you
The excitement of heading towards retirement and a new stage of life can be tinged with concern over how to manage finances. For many people,
Saving regularly is a habit that needs to be cultivated and as with most things in life, starting sooner rather than later often gives investors
How much money you’re able to invest each year is one of the biggest factors in achieving your financial goals. And the longer you’re invested, the
With official interest rates on the move, shrewd mortgage holders may take the opportunity to call their lender to ask for a better deal. But
You don’t have to pay yourself super, but when you retire, you might be glad you did. You can make regular or lump sum payments,
What exactly does responsible investment mean? Is there trade-off between ESG considerations (investing responsibly) and investment returns? Read on to find out more. A growing
With a degree of economic uncertainty in the air as interest rates rise around the world, being able to get investors on board is more
Ground Floor 145 South Terrace,
Adelaide SA 5000
PO Box 6268
Halifax Street SA 5000
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
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.