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.
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.
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.
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!!
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!
Yanni and the team were very professional, knowledgeable and was only too happy to answer any of my questions. I feel very comfortable with the plan that they have put in place for me. Now I have a path to retirement and looking forward to working with them for many years. I can't recommend them highly enough.
Dealing with Yanni has been exceptional. knowledgeable, attentive and excellent communications.
- Adviser status Bronze
- Number of reviews 16
- Years of experience 3
- Bachelor of Business (Finance)
SA Wealth Group145 South Tce
Adelaide, SA 5000
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Sa Wealth Solutions Pty Ltd