About the company
SA Wealth Group is a boutique private advice firm based in Adelaide. It specialises in building, maintaining and protecting the wealth of professionals, business owners, pre-retirees and their families. The firm develops tailored step-by-step financial strategies. Its services include financial planning, finance broking, accounting and tax, property leasing for residential and commercial properties, and property purchases and sales for residential and commercial properties.
SA Wealth Group works with clients ranging from individuals starting out their careers and families to business owners and companies. Paul is named as a trusted adviser. Bert is named as a client adviser at SA Wealth. Yash is named in connection with loan assistance. Yanni is named as part of the SA Wealth team. Bradley is named as an adviser. Stratos is named as part of the SA Wealth team.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Lucas from SA Wealth Group was incredibly helpful throughout our home buying journey. He was professional, patient, and always quick to answer our questions. He explained everything clearly, kept us updated during the whole process, and made what could have been a stressful experience feel much easier. We really appreciated his honesty, dedication, and willingness to go the extra mile. Highly recommend Lucas to anyone looking for a reliable and knowledgeable mortgage broker. Thank you, Lucas!
Great knowledge in all aspects of finance, future planning and helping my family feel supported throughout our journey. We have engaged SA wealth for personal finance and business strategy which has been amazing. Kosta, Yash, the whole crew & of course Paul have been fantastic. Would highly recommend.
A huge thank you to Lucas and Brad at SA Wealth Group for their ongoing support throughout my property purchase journey. From start to finish, they made the entire process smooth, stress-free, and easy to understand. Their communication was excellent, they were always available to answer questions, and they genuinely cared about helping me achieve the best outcome. Buying a property can be overwhelming, but having Lucas and Brad in my corner gave me confidence every step of the way. I highly recommend SA Wealth Group to anyone looking for knowledgeable, professional, and trustworthy advice. Thanks again for all your help – I couldn’t have asked for a better experience.
We highly recommend SA Wealth. Paul and Yash are always available to answer our questions and requests. They are thorough, professional and explain things clearly. Their knowledge and expertise to customise our financial needs have surpassed our expectations. They work tirelessly to find the right structure and lender to fit our needs. We've learnt more with Paul and Yash in a short time than anyone before them, and for that we are grateful.
Paul & Yash have been an incredible help throughout the entire process. Their turnaround time is outstanding, they’re always available when needed, and very thorough with their work. Both are easy to talk to, approachable, and genuinely supportive. Paul has a strong understanding of business and finance and really knows how to structure loans to suit your goals and long-term plans. A lot of the time he already understands what your business needs before you even explain it. Yash has also been fantastic and very professional, responsive, and always quick to get back to you. He regularly goes above and beyond to help get deals across the line, while constantly following up and checking in along the way. Highly recommend SA Wealth.
Yanni was amazing and jumped through obstacles to get our loan at the agreed originally interest rate after rates went up, and got us into our dream home after 2 years of looking. He is now our finically advisers helping us get finically fit
Yanni and Anthony were so incredible supportive, patient and knowledgable in helping me secure a home loan. I was advised my rental property was being sold, and contacted them immediately. They helped me secure finance quite quickly, and the entire process was incredibly seamless from my end. I was incredible stressed about potentially losing my home and they were by my side to ensure that I didn't. I will recommend them to anyone and everyone who wants support buying a home from a mortgage broker. Thank you both so much!
Financial advisers & planners in Adelaide compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Adelaide are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | SA Wealth Group (this page) | ★ 5,0 | 54 | No |
| 2 | David Dall - Financial Adviser Adelaide - Shaw and Partners | ★ 5,0 | 28 | No |
| 3 | Goldsborough Financial Services | ★ 5,0 | 27 | No |
| 4 | Prime Wealth Advice | ★ 5,0 | 18 | No |
| 5 | Coastal Advisory Australia - Adelaide | ★ 5,0 | 17 | No |