Combat cost-of-living hikes and keep saving
Cost of living pressures coupled with rate rises have made it more difficult to save for a home deposit and afford the lifestyle you’ve either
Cost of living pressures coupled with rate rises have made it more difficult to save for a home deposit and afford the lifestyle you’ve either
After accumulating superannuation savings over multiple decades, many retirees are fearful of spending too much. When it comes to life in retirement, many Australians are
Investing success can mean different things to different people. Being clear on what success means for you is key to mapping out your plan. Although
Understanding your redundancy payout According to ASIC, a redundancy payout can be made up of any of the following: a severance payment an incentive payment a payment
Investing successfully and improving your investment portfolio can be as much about minimising mistakes as trying to pick the ‘next big thing’. It’s all about
The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the
We spend a lot of time online and don’t often think about the risks involved. Yet if we are not careful, we can make ourselves
The backstory To say that it’s been a challenging period for bond investors for the best part of a decade, is not an exaggeration. If
If one of your goals is to buy your own home, then 2024 might just be your lucky year. It will see the launch of
Adding to your super You can boost your retirement savings by making voluntary super contributions, such as by: setting up a salary sacrifice arrangement with your employer
Scammers are skilled at tricking you out of your money. Knowing the signs of a scam can help you identify when something doesn’t feel right.
Understanding your retirement income options How you organise your retirement income streams can make a huge difference to your quality of life. Here are some
Ground Floor 145 South Terrace
Adelaide SA 5000
PO Box 6268
Halifax Street SA 5000
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
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 (CCR 484674) 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.