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Maria

Financial Planning
Finance Broking
Accounting & Tax
“Financial matters are not my area of expertise, and I can find them overwhelming.

What I appreciated most was the patience and ability to explain things clearly, taking the time to ensure I understood my options and feel confident in the decisions I made.

Their genuine care, attention to detail and commitment to their clients are evident in everything they do”

Gabriel

Finance Broking
Real Estate
“I couldn’t be happier with the service provided by Yash, Nik and Paul at SA Wealth Group. They assisted me in securing construction finance for a property development and made the entire process straightforward and stress-free. Their communication, knowledge and professionalism were outstanding from start to finish. They kept me informed throughout the process, responded promptly to any questions and worked hard to achieve an excellent outcome. Highly recommend them to anyone seeking construction or development finance.”

Bella

Finance Broking
“We cannot recommend the entire team at SA Wealth highly enough. They helped us navigate our refinancing and achieved an outcome that no one else had been able to make possible. Beyond that, they have been incredibly generous with their time and support, always happy to help with any question, query or new idea we bring to them. Paul and the team genuinely care about their clients, think outside the box, and consistently go above and beyond.”

Sean

Financial Planning
Finance Broking
“Nik from SA Wealth Group has been life-changing for myself, my family and our business. He has helped us to wipe out debt, purchase a house and is now working to optimise our super and insurance. SA Wealth Group is an absolute no-brainer if you want your money to start working for you!”

Jack

Financial Planning
Accounting & Tax
“We honestly can’t recommend Umberto enough! From the very beginning, he took the time to understand our situation, our goals and what we wanted our future to look like. He helped us completely change the way we approach our finances and put a clear plan in place that has allowed us to genuinely get ahead. Everything was explained in a way that was easy to understand, and we’ve always felt supported, comfortable and confident in the decisions we’re making. We’re incredibly grateful for all of his guidance and would highly recommend them to anyone wanting to take control of their finances and set themselves up for the future.”

Rachel

Financial Planning
“I can understand clients feeling that the expense of a financial plan may not be worth it. However, having gone through the experience myself recently, I now see that you can’t afford not to.

I am 7 years away from retirement, and having a clear plan to follow, which will see me retire comfortably, provides assurance beyond words.

Bert’s work ethic, attention to detail and forethought make you realise you are in good hands from your initial meeting. Receiving your detailed plan on how to achieve financial independence further solidifies that you have placed your trust in the right individual. I look forward to working with them for many years to come!”

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08 8268 5160office@sawealthgroup.com.au
Ground Floor 145 South Terrace,

Adelaide SA 5000
Mon - Fri: 9am - 5pm

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SA Wealth Management Pty Ltd ACN 149 628 222 ABN 87 149 628 222 is responsible for all financial planning advice and 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 ABN 80 606 737 553 is responsible for ALL credit advice and is as a Corporate Credit Representative of Buyers Choice Licencing Pty Ltd (ACL 509484) ACN 626 172 281.

SA Wealth Property Services Pty Ltd ACN 656 180 782 ABN 83 656 180 782, RLA 316149 is responsible for Real Estate services (Residential and Commercial) under SA Wealth Group & Encore Real Estate.

SA Tax and Accounting Service Pty Ltd ACN 629 612 648 ABN 52 629 612 648, is responsible for taxation and accounting services under SA Wealth Group.

SA Wealth Group business name is owned by SA Wealth Management Pty Ltd ACN 149 628 222 ABN 87 149 628 222, SA Financial Services Pty Ltd ACN 606 737 553 ABN 80 606 737 553, SA Wealth Property Services Pty Ltd ACN 656 180 782 ABN 83 656 180 782, and SA Tax and Accounting Service Pty Ltd ACN 629 612 648 ABN 52 629 612 648.

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