Nik Radoicic

SA Wealth Group

Gold
6 Yrs Experience
Adelaide, SA 5000
Nik is a Wealth Adviser of SA Wealth Group whom has joined the industry in 2016 upon his completion of his double degree in Commerce and Applied Finance at the University of South Australia. He specializes in unique wealth management solutions for Young Professionals and aspiring Business Owners who accommodates for the young wealth accumulators. He provides advice on wealth accumulation, income and asset protection, tax minimisation strategies, superannuation and debt management in addition to retirement and redundancy planning. Nik enjoys reading, fitness, music and travel while having an active role within his community. He has a special interest in guiding people in the right direction when it comes to lifestyle and financial success. He goes further by understanding your financial/lifestyle goals and objectives to tailor the right solution, focusing beyond accumulating wealth for clients.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 37
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce (Applied Finance)
  • Language spoken
    • English

SA Wealth Group

226 Pulteney St
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Sa Wealth Solutions Pty Ltd

AFSL 525627

4.85
37 Reviews
5
4
3
2
1
4.85
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 37

Sort by

5.00

"Extremely helpful and great at what he does"

  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nikola went above and beyond to help with refinancing and purchasing of a investment property, his professional manner differentiates him from the rest. Thanks Nikola and look forward to using you again when it comes to the purchase of the next property. Thanks Stefan"

  • Small Business Advice
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Nik is always available to discuss my future financial requirements and highlight appropriate options accordingly."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cole 5121 ,nik and angelo has done a brilliant job looking after my needs ,highly will recommend to my family and friends, thankyou"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I was very impressed with Nik’s knowledge. He explained options very clearly that made me feel very much at ease. His suggestion for my financial planning as I head towards retirement fits me perfectly. He is very reassuring and answers my questions with respect and clarity."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am extremely pleased in the advice and the services that Nik and Vageli Patsilivas have provided. I find that I am able to work with them to set up a future plan that will help me to advance forward in a positive way. I would recommend SA Wealth, Nik and Vageli to all my friends."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very helpful and understanding"

  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We immediately felt at ease speaking with Nik. Nik has given us advice regarding our Superannuation and retirement. Nik was able to explain things to us in a clear and concise way. We are very confident that the advice given was right for our needs given Nik's knowledge and experience. Highly recommend."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nik was excellent to deal with and very knowledgeable. After a bad experience with another company my confidence was low and I was very cautious, however Nik quickly mad me feel comfortable and confident in his abilities. I highly recommend Nik as an adviser."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We had been looking for financial advice for quite a while but we were unable to find a good match for us until we met Nik. The level of detail and understanding he posses is industry leading, no question was too complicated and was able to meet all our complicated needs. We have been extremely happy with the level of service and attention to detail provided by Nik. We fully trust his recommendations and would happily recommend him and SA Wealth to anyone looking for Financial Advice"

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 37

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Finance and Mortgage Broking

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2019

Bachelor of Commerce (Applied Finance)

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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