Think you’ll never fall for a scam? Think again!
It’s no secret that scammers are getting more sophisticated. As this is an ever-evolving space, scammers are constantly developing new ways to part you with
It’s no secret that scammers are getting more sophisticated. As this is an ever-evolving space, scammers are constantly developing new ways to part you with
Superannuation has dominated recent headlines, with proposed changes announced by Treasurer Jim Chalmers. While the details of these changes still need to be released, it’s
As we age, we may require additional support to maintain our independence and quality of life. For many seniors, this can involve accessing home care
Retirement is a phase of life most of us look forward to. It’s a chance to pursue other interests, travel and maybe do some part-time
Index funds continue to outperform the majority of active managers over time, but a blend of passive and active funds can be a powerful combination.
These days, most people hold some form of life insurance in their super account. While this is a welcome safety net, the level of cover
Proposed changes to superannuation have the potential to reshape the retirement landscape. The objective of super remains the missing ingredient in the mix. At its
Crypto-assets (crypto) mean digital assets including cryptocurrencies, coins or tokens. They digitally represent your ownership of a value or rights to something. They may or
The Reserve Bank has expressed concerns over how some borrowers on low fixed-rate mortgages will cope once their loan expires. Incremental home loan interest rate
It’s not just school leavers who dream of a gap year. Those of us who’ve been working for a decade or two (or more) may
The latest earning season proves that company dividend payouts are choppy. Casting your net wider will help capture broader income returns. If you own shares
Nailing your home loan application depends on four factors — your income, expenditure, assets, and debts. But lenders also want to see evidence of a
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.