Brand profile · Financial Services

SA Wealth Group

SA Wealth Group works in Financial Services, out of Adelaide, South Australia. Privately held, at sawealthgroup.com.au. It holds one address on record, all in Australia. It employs 28 people, on the record. It lists investment loans, superannuation and wealth creation among its specialties. The record links eight similar brands, most of them in Financial Services.

sawealthgroup.com.au LinkedIn

Profile live Privately Held Founded 2011 1 office country
Counted staff
28
self-reported 11–50 band
Founded
2011
15 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

SA Wealth Group are a Boutique Private Advice and Finance Broking firm that specialises in building, maintaining and protecting the wealth of Professionals, Business Owners, Pre-Retirees/Retirees and their families. Our advisers and brokers work with a range of clients, from individuals starting out their careers and families seeking to build and protect wealth for today and in the future, to business owners and companies.

By gaining a deep understanding of their needs and priorities we help solve complex and important financial issues they face in life.

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 Service Pty Ltd ACN 629 612 648 atf SA Tax and Accounting Trust, 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.

Specialties

All 15 specialties
  • Financial Advice
  • Retirement Planning
  • Investing
  • Personal Insurance
  • Wealth Creation
  • Home Loans
  • Estate Planning
  • Investment Loans
  • Business Loans
  • Superannuation
  • Life Insurance
  • Income Protection
  • Debt Management & Cashflow
  • accounting
  • tax advice

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AUGround Floor, 145 South Terrace; Adelaide, South Australia 5000Primary

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Spending power

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Signals & hiring

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Financials

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at SA Wealth Group?

28 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does SA Wealth Group have offices?

One address on record, Australia only. Primary: Ground Floor, 145 South Terrace, Adelaide, South Australia 5000.

Has SA Wealth Group raised funding?

None linked to this brand.

What does SA Wealth Group list as its specialties?

15 tags on the brand's own list, among them investment loans, superannuation and wealth creation.

Which companies are listed alongside SA Wealth Group?

Eight peer profiles on record: Affinity Business Advisers Pty Ltd and Baker Young Limited.

What is SA Wealth Group's website?

sawealthgroup.com.au