Is a retirement village right for you?
The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in a retirement village. For many
The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in a retirement village. For many
The many unpredictable events of 2024 could easily have been disastrous for investment markets. Instead, we saw remarkable resilience and growth despite occasional volatility as
As we step into a new year, it’s a good opportunity to think about what we want to embrace and experience in the year to
Rising property prices have led many people to look for ways to unlock the increased equity in their homes so they enjoy a comfortable lifestyle
Retirement is filled with opportunities and choices. There’s the time to travel more, work on long-delayed personal projects or volunteer your help to worthwhile causes.
Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics resemble a poorly scripted soap
Which records to keep for your property so you can work out CGT when you sell it. Property records you should keep For your property,
At this time of year, when giving is particularly on our minds, some might turn their attention to how best share their wealth or an
Australian share prices have seen record highs in 2024 after a sluggish couple of years. The S&P ASX200 index added just under 7 per cent
Stay up to date with what’s happened in the Australian economy and markets over the past month. While headline inflation eased to 2.8% in the
There is no debate that Australians love investing in property. The value of Australian residential real estate at the end of August 2024 was an
For those who are wanting to get started on the homebuying journey, going it alone can have its challenges compared to a couple but there
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.