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BEST RATED ADELAIDE SA FINANCIAL SERVICES

3 Best Financial Services in Adelaide SA

Expert recommended Top 3 Financial Services in Adelaide SA. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

MFA Adelaide
MFA Adelaide
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MFA ADELAIDE

(4.9 Score)
Level 9, 81 Flinders Street,
Adelaide SA 5000 Directions

Specialty:

✓ Tailored Wealth Management ✓ Solutions ✓ Defining Retirement Strategies and Managing Superannuation ✓ Personal Insurance ✓ Financial Services ✓ Financial Planning ✓ Financial Advice

“MFA Adelaide is led by director Andrew Doquile. The team helps identify the action you need to take, now and in the future, to build a financially secure future, regardless of the product. With the expertise and capabilities to help you make smart decisions with your money, they have been serving their clients for over 30 years. MFA Adelaide clarifies your circumstances, enables you to set your financial goals, identifies actions, and develops strategies to meet your personal, professional, and business needs. MFA Adelaide is successful because of their people, their reliability and dependability, and its first-rate service to its clients every time, as they help you on your journey to greater financial security.

2025 Update: They deliver professional financial advice to valued clients across South Australia.”

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License ABN 16 143 989 520

Contact:

08 8224 0602

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

PGFS
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PGFS

(4.8 Score)
188 Greenhill Road, Parkside,
Adelaide SA 5063 Directions

Since 1995

Specialty:

✓ Savings Plans and Budgeting ✓ Regular Savings Plans ✓ Education Funding ✓ Compound Interest ✓ Managed Funds Using a Regular Savings Plan ✓ Self Managed Super (SMSF) ✓ Transition to Retirement ✓ Retirement Income Streams ✓ Salary Sacrificing ✓ Rates and Thresholds ✓ Taxation Issues ✓ Payment of Benefits ✓ Borrowing to Invest ✓ Margin Loans ✓ Home Equity Gearing ✓ Geared Share Funds ✓ Negatively Gear a Property Investment ✓ Tax Benefits ✓ Risks ✓ Defining Your Risk Profile ✓ Asset Class Selection ✓ Shares ✓ Property or Managed Funds ✓ Dollar Cost Averaging Benefits ✓ Understanding Investment Risk ✓ Managing Debt ✓ Estate Planning ✓ Centrelink Entitlements

“PGFS is led by director Sab Troncone. He prides himself on always putting the interests of his clients first, which has allowed him to have a long and successful career in financial services. PGFS is a long-established, boutique financial services firm. They are committed to delivering professional guidance that seeks to improve the financial position of their more than 3,000 clients. PGFS focus on providing personalised financial planning and investment advice throughout their clients' various life stages. They can add value by working with you to develop and maintain a professionally structured financial plan.

2025 Update: PGFS also has a branch in Darwin.”

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Contact:

08 8373 7277

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

SA Wealth Group
SA Wealth Group
SA Wealth Group
4+ YEARS IN TBR
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SA WEALTH GROUP

(4.8 Score)
Ground Floor, 145 South Terrace,
Adelaide SA 5000 Directions

Since 2011

Specialty:

✓ Financial Planning ✓ Finance Broking ✓ Accounting and Tax ✓ Property Leasing ✓ Wealth Creation ✓ Income and Asset Protection ✓ Tax Minimisation ✓ Superannuation ✓ Retirement and Redundancy Planning ✓ Estate Planning ✓ Government Benefits and Centrelink ✓ Debt Reduction ✓ Home Loans ✓ Investment Home Loans ✓ Business Loans ✓ Commercial Loans ✓ Equipment Finance ✓ Property Development Loan

“SA Wealth Group was established by Paul Katranis. He is the Principal Adviser and Director of SA Wealth Management and has experience as a financial planner with a Big Four bank, as well as within a boutique financial planning practice. He has over 20 years of experience. SA Wealth Group is committed to providing the highest level of advice and service to help its client community make the right decisions with their money. They also work with a range of clients, from individuals starting their careers and families seeking to build and protect wealth for today and in the future to business owners and companies. They develop tailored step-by-step financial strategies and help you make informed decisions about your money.

2025 Update: They aim to be the trusted adviser by assisting each individual and their family to achieve their life goals and ultimately, self-fulfilment.”

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License ABN 83 656 180 782

Contact:

08 8268 5160

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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MFA ADELAIDE REVIEWS

We have been dealing with MFA now for a number of years and have found them to be excellent in responding to our needs in a timely and proactive way. Our account manager, Bach has a great understanding of our personal circumstances and financial goals, we enjoy our interaction with him.

Bach at MFA is so friendly, knowledgeable and easy to talk to. He clearly explains everything and is very patient and professional. The whole team is lovely to deal with. Highly recommended.

Bach from MFA has been managing our account for years and we couldn't be happier with the service.

These reviews are provided for information purposes and to help you make informed decisions.

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PGFS REVIEWS

Exceptional experience with all staff at PGFS, but in particular Gregg who provided the advice. Will be using again in the future and recommending to friends and family.

We found Greg brilliant to deal with, everything went smoothly and well at this stage can't ask for anything more. Would highly recommend him for your financial needs.

PGFC PTY Ltd have been looking after our account for many years now and have always been veery up front with advice and communication. Cheers

SA WEALTH GROUP REVIEWS

Highly recommend Chris from SA Wealth Group. He demonstrated an impressive depth of knowledge and a genuine commitment to helping me navigate the process. Chris is a true professional and highly knowledgable in all thing finance. Reliable, friendly, and happy to answer any questions Chris took the time to understand my financial situation and goals, guiding me through various options and helping me choose the best fit. His clear communication and responsiveness made every step feel seamless, alleviating any stress. Chris went above and beyond, advocating on my behalf and ensuring I understood all aspects of the agreement. I wholeheartedly recommend Chris to anyone seeking a knowledgeable, trustworthy, and supportive broker.

I highly recommend Chris from SA Wealth Group. Chris made the whole process smooth and stress free. A true professional who knows his business, is knowledgeable across all aspects of finance, is easy to contact, reliable, friendly and approachable. You won’t find better with anyone else.

Bert gave me the time of day, providing me with prompt, friendly and professional advice. thanks guys

TBR® Inspection Score Report

MFA ADELAIDE Total Inspection Points: 118/120
Business Hours: 9
Reviews Accuracy: 9
Acknowledgements: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

PGFS Total Inspection Points: 116/120
Acknowledgements: 9
Business Hours: 9
Experience: 9
Review Analysis: 9
Contact Info: 10
Emblem: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SA WEALTH GROUP Total Inspection Points: 115/120
Complete Info: 8
Business Hours: 9
Business Images: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10