About Us

Why should you work with us? We will give you the education and guidance to help you manage your money and secure your future.

We are a Boutique Private Advice and Finance Broking firm that specialises in building, maintaining and protecting the wealth of Professionals, Business Owners, Pre-Retirees/Retirees and their families.

Our advisers and brokers 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.

OUR HISTORY

In 2011, SA Wealth Management was established by the Director and Principal Advisor, Paul Katranis, after seeing a lack of quality with ongoing service and advice, failing to build the required rapport and understanding of client needs of all demographics.

SA Financial Services was established in 2016 to capture clients’ loan needs as the practice saw an opportunity to deliver higher quality communications, support and credit advice in their lending needs.

2018 saw the establishment of SA Tax and Accounting Services to ensure that our existing and new clients would have access to qualified professionals in managing their taxation and accounting affairs.

Presently, our team consists of a number of accredited individuals in an adviser/broker role, qualified tax and BAS agent/accountant and a team of full-time support staff to assist with the business’s day-to-day operations.

With all companies now operating under the SA Wealth Group trademark, we continue to work on expanding our services to provide a truly complete and holistic financial services business.

How we work

Understanding You

Values & goals

Your Wealth Foundations

Your Investable Wealth (What you’ve got to work with –What you Earn / Spend / Own / Owe)
Investing to reach your Goals (how much, what to invest in & in whose name)
Managing your Debt (The Right type of loans / savings / c-cards accounts, investment loans)
Protecting your Lifestyle (Emergency Fund, Lifestyle Protection Fund, ‘Assisted Living Plan’ and ‘When I am Gone Plan’ – what you need / want, getting it setup)
Your Retirement Fund (Super cleaned up, setup properly, salary sacrifice, Self Managed Super options, Transition to Retirement strategies)
Using Tax to your Advantage (deductions & liabilities, working with your accountant)

Your Wealth Plan – Path to Success

Present & sign your formal plan

Your Wealth Plan – Making it happen

Change Super/Insurance/Debt (if needed)
Spending Reports
Investment Implementation
Goal Tracking meetings

Your Wealth Plan – Keeping you on track

Re-visit Values & Goals
Earn / Spend / Own / Owe
Your Goals – Are you on track
Make changes if necessary

Complex made simple

We provide you with the education you need to clearly understand your financial strategies.

You are unique

We create a personalised financial plan that is unique to your situation and goals.

Accountability Partner

We help you stay on track at every stage of life, throughout all the challenges and victories.