Umberto Catalano

SA Wealth Group

Bronze

4 Yrs Experience

Adelaide, SA 5000

About Umberto
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Umberto is a wealth adviser and finance broker of SA Wealth joining in 2018 as an undergraduate from the University of South Australia obtaining a Bachelor of Business Finance Degree.

He specialises in wealth management solutions for young professionals, business owners as well as pre-retirement, retirement and intergenerational wealth planning in the commercial and residential space. This includes young couples or singles looking to set themselves up for the long term, people unsure if they are on track to retire comfortably or couples that are looking to retire Umberto is able to assist and cater for their needs. Included within this is superannuation advice, personal insurance, tax and redundancy planning, Centrelink and government benefits as well as debt management and lending solutions.

He has had a wide range of workplaces such as hospitality and assisting both in hard labour and running of his family’s fruit property in the Riverland from a young age. This has led him to develop an excellent work ethic and business knowledge as well as deliver exceptional customer service. His interests are soccer, AFL, motorsports, traveling and being amongst family and friends.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets

5.00 May 2025

Where to even begin?! Bert was absolutely incredible to work with, and while he had been referred to us by some friends and they had raved about him, he blew our expectations out of the water! We could not believe how personable Bert was, how flexible he was and how much care he showed to us throughout the entire consultation process. From having to change meetings due to family requirements, to meeting with us online to allow flexibility for us, to taking the time to learn about us and our family, with absolutely no feeling of needing to rush through the meetings, we are beyond thrilled to be able to work with him.

Lucas has also been wonderful assistance throughout the whole process, helping to organise all the paperwork and keep us on track with signing all the forms!

We are so grateful for everything and will be referring him to everyone we know!

5.00 May 2025

Fast. Clear. Concise. Very knowledgeable. Great Bloke!

5.00 May 2025

Umberto has helped me out with Superannuation and Income Protection. Umberto researched which company would suit me for Superannuation and Income Protection. When I met with Umberto, he explained to me about the companies step by step and recommended the best company suitable for me. There were a couple of moments where I didn’t understand; Umberto was happy to explain it again but in a different way, which was easy for me to understand. When I left SA Wealth Group at the end of the meeting, I was happy and satisfied, knowing that I can trust Umberto to help guide me. ⭐️⭐️⭐️⭐️⭐️

5.00 April 2025

I was very happy with Umberto-Catalano service and advice which as helped me for the future and also looking forward to getting much more advice when it is necessary from him and his team as they are very helpful

5.00 April 2025

Umberto made every process so easy for us. Everything was explained clearly from the beginning, which allowed everything to run smoothly and quickly. Bert made us feel comfortable from the very beginning, and he helped us to think of things that we weren’t even thinking of when first visiting him (superannuation etc.). We would without a doubt recommend Bert to anyone of our family or friends - we can’t thank him enough!