Yanni Zabanias

SA Wealth Group

Bronze

4 Yrs Experience

Adelaide, SA 5000

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Yanni is a Wealth Adviser and Finance Broker of SA Wealth Group joining in early 2018 as an undergraduate from the University of South Australia. He has successfully attained the new stringent requirements in the financial advisory world in addition to the residential and commercial lending space.

He specialises in tailored wealth management solutions for young professionals and business owners, retirement and intergenerational planning in addition to lending solutions in the commercial and residential space. Whether it is a young couple or single looking to set themselves up for the long-term, a retiring couple looking for a simple and comfortable retirement, or a business owner seeking to obtain their next equipment or vehicle purchase, Yanni is able to assist in all areas required. Included within is superannuation advice, personal insurance, tax and redundancy planning, Centrelink and government benefits as well as debt management and lending solutions.

Always priding on outcome and presentation, Yanni has carried extensive experience within the hospitality sector into his role at SA Wealth Group using all interpersonal skills to ensure all clients after looked after to the utmost care and attention to detail.

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

Depending on each individual client's circumstances and needs, initial consultations may be of no cost to clients. All fees are agreed upon in writing prior to any advice or works being carried out. Please inquire directly for more information.

5.00 February 2025

Very professional and explained what's best for me in the future. I would highly recommend to friends and I have already referred my sister and brother to SA Wealth.

5.00 October 2024

Yanni helped my partner and me refinance and get a loan to buy a new investment property. A few months later, he made a financial plan to improve our super and got us the right insurance to protect us, our income, and our assets if something went wrong. He was helpful and clear the whole time, using his knowledge but explaining things in simple terms. Thanks to him, we’re in a much better spot. We highly recommend Yanni to anyone needing a mortgage broker or financial advice.

5.00 November 2023

Very happy with the way he explained everything and made us understand how he was going to help and prepare for our retirement in the next 7 or so years.

5.00 October 2023

Yanni and the team have been exceptional to work with. He has been dedicated to ensuring my future goals were considered and used his wide-range of knowledge to ensure the best outcome for me, within each area of management. Now I feel confident in my finances and investment options as Yanni was able to provide his wealth of knowledge in a way that was easy for me to understand. I would never have been able to set this up on my own, but now I know I can achieve my goals easily with Yanni's support. I look forward to working with him for many years! Cannot recommend this team highly enough!!

5.00 July 2023

Yanni recently helped me through a new property purchase, as well reviewing my insurances and setting me up with some investment options. My knowledge in these areas was very minimal, Yanni’s knowledge in these areas is exceptional, he was able to explain these in great detail, but in a way that I could easily understand. He was always willing and able to answer my questions, whilst providing any support I needed throughout the process. There is no way I would have got through all this without Yanni’s help, and now I have a great plan in place for the future!