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.
Umberto was so easy to deal with, really broke it down so I can understand not only the what, but also the why and how as well. With good advice and strong personable skills, I follow the recommendations and trust that my future wealth is in fantastic hands moving forward. Would highly recommend Umberto to any of my friends or family seeking any assistance with financial guidance
We have trusted Bert's financial guidance for several years now and would 100% recommend him to our friends and family. His professional but personable manner is exceptional and his advice is always comprehensive yet easy to understand.
Umberto was clear and happy to help.
Bert make sure all questions were answered and understood.
I feel our finances are in good hands
He understood what we were asking for and clearly explained everything to us.
Umberto was very professional and assisted us in setting up our Superannuation plan for our future.
- Adviser status Bronze
- Number of reviews 30
- Years of experience 3
- Bachelor of Business (Finance)
SA Wealth Group145 South Tce
Adelaide, SA 5000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Sa Wealth Solutions Pty Ltd