Life happens when you’re making other plans
From Proverbs to John Lennon, many people have said it – and the last nine months have been a reminder of its truth: life happens
From Proverbs to John Lennon, many people have said it – and the last nine months have been a reminder of its truth: life happens
What is a salary sacrifice arrangement? Salary sacrifice is an agreement with your employer to contribute a certain amount of your pre-tax salary or potential
Lenders use your credit score (or credit rating) to decide whether to give you credit or lend you money. Knowing this can help you negotiate
Rising levels of debt and finding ways to manage it is a concern for many of our clients. For some, it’s aiming to improve their
Your superannuation investment grows through: your employer’s compulsory super guarantee contributions (concessional contributions) any voluntary contributions out of your pre-tax income, such as salary sacrifice and personal contributions you’re allowed as
Step one: what are your financial pain points? When you start making plans, chances are you’ll both come across financial pain points. In other words,
One of the biggest challenges first home buyers face at present is saving for a decent deposit. While there are definitely some advantages to buying
Key points: The Intergenerational Report 2023 released by Treasury gave Australians insight into the national economy from 2023 until 2062 – 2063 The care and
It has been a wild ride for the Australian dollar since the Covid-19 pandemic struck and that could mean good news or bad news for
Preparing to retire is emotional and practical. Making a retirement plan can help you manage your finances, and cope better as your life and priorities
If you find a transaction in your account that you don’t recognise, it could be unauthorised or mistaken. If you think something is wrong, contact
Iron ore has been the backbone of the Australian economy and many investment portfolios for much of the 21st century. Export of the commodity saw
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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.