Paul Katranis

SA Wealth Group

Platinum
16 Yrs Experience
Adelaide, SA 5000

B.Com, B.App Fin, F.ChFP, Dip.FinPlan & Dip.Fin&MB |

Director, Wealth and Tax (Financial) Adviser, & Finance Broker, SA Wealth Management |

Director & Responsible Manager, SA Wealth Solutions Pty Ltd |

Paul is the Principal Adviser and Director of SA Wealth Management and has experience as a financial planner with a Big Four bank, as well as within a boutique financial planning practice. He specialises in unique wealth management solutions for Professionals, Business Owners and Pre Retirees, and provides advice in all areas of wealth management, including: wealth accumulation, income and asset protection, tax minimisation strategies, superannuation, retirement and redundancy planning, estate planning, government benefits and Centrelink, as well as debt reduction strategies.

Paul has over 15 years experience within the financial services industry and helps clients to achieve their financial objectives and lifestyle goals ranging from paying off debts faster and more efficiently, investing to create wealth and improve lifestyle experience, providing an education fund for children and ultimately financial independence through planning for retirement. He guides clients through the ever changing legislation with regards to superannuation and taxation and how they affect his clients personal circumstances and lifestyle goals. He enjoys seeing clients gain confidence to make informed decisions so they can get on with enjoying the things that matter most to them. In particular, Paul has a special interest in guiding people along the road to long term lifestyle and financial success.

Expertise

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

My fees

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

The fee structure is based on the time, value and complexity of your personal circumstances relating to your specific advice and service needs.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 71
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Languages spoken
    • English
    • Greek

SA Wealth Group

226 Pulteney St
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Sa Wealth Solutions Pty Ltd

AFSL 525627