SA Wealth Group is a Boutique Private Advice firm dedicated to building, maintaining, and protecting the wealth of Professionals, Business Owners, Pre-retirees, and their families. With a focus on providing tailored financial strategies, the business assists clients in achieving their life goals and self-fulfillment. Services offered include financial planning, superannuation advice, insurance solutions, effective debt management, estate planning, and real estate services.
Established in 2011 by Director and Principal Advisor Paul Katranis, SA Wealth Management was founded on the principles of quality service and ongoing support for clients of all demographics. In 2016, SA Financial Services was introduced to cater to clients’ loan needs, followed by the establishment of SA Tax and Accounting Services in 2018. The business has since evolved to operate under the SA Wealth Group trademark, offering a comprehensive range of financial services to meet the diverse needs of individuals, families, and businesses.
By gaining a deep understanding of each client’s needs and priorities, the team at SA Wealth Group aims to solve complex financial issues and provide guidance to secure a prosperous future. With a team of accredited professionals in financial advising, brokering, taxation, and accounting, the business is committed to delivering high-quality services and support to help clients navigate their wealth journey successfully.