SA Wealth Group is a boutique private advice firm specializing in constructing, preserving, and safeguarding the wealth of professionals, business owners, pre-retirees, and their families. As the Director, Wealth and Tax (Financial) Adviser, and Finance Broker, Paul Katranis brings expertise in developing unique wealth management solutions for professionals, business owners, and pre-retirees, offering comprehensive advice across all facets of wealth management. The team at SA Wealth Group includes accredited advisers/brokers, qualified tax and BAS agents/accountants, and dedicated support staff to manage day-to-day operations. They cater to a diverse clientele, ranging from individuals starting their careers and families aiming to build and protect wealth to business owners and companies. By profoundly understanding clients' needs and priorities, SA Wealth helps address complex and crucial financial challenges. Committed to delivering the highest level of advice and service, SA Wealth aims to assist their client community in making informed financial decisions. They aspire to be trusted advisers, guiding each individual and their family to achieve life goals and self-fulfillment. This commitment to providing top-tier advice and service underscores SA Wealth Group's dedication to helping clients confidently navigate their financial journey.
UNIQUE FACTS:
• Deliver On Commitments To Service Standards.
• Exceptional Communication To Clients.
• Online Appointments.
• On-site Services.
Best Financial Services in Adelaide
Expert recommended Top 3 Financial Services in Adelaide, South Australia. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
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SA WEALTH GROUP REVIEWS
Angelo’s exceptional professionalism made our experience great! He maintained seamless communication, ensuring we were well-informed every step of the way. Despite facing unforeseen challenges due to the construction industry’s current climate, Angelo’s resourcefulness and patience provided a solution for every problem. I can’t speak highly enough of his service and already looking forward to our next project with him and the team at SA Wealth Group.
The team at SA WEALTH was extremely helpful with our financial needs. Very well presented, helpful, happy to answer any questions and always able to answer any technical questions regarding super, insurance and general financials.
Fantastic financial planning group in Adelaide run by a team of dynamic investment advisors who have helped me with my portfolio for years.
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Johnston Grocke is a prominent financial services firm based in Adelaide. Many satisfied clients attest that their assistance consistently aligns with the firm's core values of care, commitment, integrity, and professionalism. For over two decades, Johnston Grocke has delivered Australians personalized financial, business, property, and accounting strategies. The directors, John Grocke, Andrew Brown, and Anthony Klatt, lead the team in providing a comprehensive range of services through fully qualified accountants, financial planners, mortgage brokers, and their respective groups. The firm is dedicated to offering industry-leading advice and service to its clients. Their financial advice, continually updated through skills enhancement and life experiences, is comprehensive and tailored to meet each client's unique needs. Whether one is purchasing their first home, planning for retirement, expanding their business, or building wealth, the award-winning financial experts at Johnston Grocke are committed to being as passionate about clients' dreams as the clients themselves. The company's ultimate objective centers around Personal and Team Integrity, ensuring that ethical conduct and integrity guide every action within their team, organization, and client relationships.
UNIQUE FACTS:
• 6,000+ Happy Clients.
• 20 Industry Awards.
• Holistic Approach.
Specialty:
Contact:
Working Hours:
Sat & Sun Closed
TBR® Inspection Report:
JOHNSTON GROCKE REVIEWS
Personally I would recommend the services of Andrew Brown at Johnston Grocke, to any professional looking for impeccable financial advice. Andrew acts with the utmost integrity and confidentiality and ensures that appropriate strategic strategies are implemented, to assist in your personal and businesses financial future. Andrew breaks down daunting financial issues into a methodical and logical plan, through the implementation of planning and principal accounting methods. I am immensely greatful for the support and hard efforts from all of the team at Johnston Grocke.
Great place to work. Friendly staff with accommodating financial, mortgage and tax services for every individual.
Great service, we've used their services over the years for multiple property purchase's. And will again in the future.
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Wealth On Track is a reputable financial planning firm in Adelaide, founded by Steve Greatrex in 2009. Steve takes great pleasure in collaborating with clients to achieve optimal outcomes. He remains abreast of the latest trends in investments and protection, ensuring clients are well-diversified and shielded from potential risks. The firm is dedicated to continually discovering improved client choices across various financial advice realms, including superannuation, investing, life insurance, and income protection. Notably, they abstain from earning commissions on investments. With over 33 years of experience in financial services, Steve Greatrex and his team provide detailed lifetime cash flow and capital projections. They implement strategies aligning with your goals and sustain an ongoing, mutually responsible relationship. Adopting a low-cost, research-driven investment approach, they regularly reassess your life vision, values, and goals to ensure alignment with the path toward achieving your lifestyle objectives. Wealth On Track is a fee-for-service planning business, emphasizing transparency and client-focused financial solutions.
UNIQUE FACTS:
• Online Appointments.
• Arrange A Meeting.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
WEALTH ON TRACK REVIEWS
I came to Steve to ask for some advice and guidance on my future career and my plans to invest in property. Not only was Steve very friendly and welcoming, he was more than helpful. He made sure to listen to every detail of my plan, and was quick to contact people he knew who could help me. After my free consultation I left feeling confident and motivated to get my career started and start saving for a loan. Thanks Steve!
I had an initial consult with Steve and on examining my financial details he advised that his services would not greatly benefit me. Thanks Steve for your honesty and taking the time to meet with me. You clarified a few things for me and so were still of great assistance. Cheers. Highly Recommend!!
Steve Greatrex from Wealth On Track has provided invaluable financial guidance to me and my various initiatives over many years. Steve knows the details on financial services and advice, but also understands the macro-economic picture that is an important overlay.
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