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Julie, 65+ years, Highbury, SA
"Paul’s expertise and guidance have been invaluable in helping us plan for the future. His deep understanding of financial planning, particular in relationship to the next few years of our working history and retirement strategies has given us clarity and confidence. His knowledge and practical advice has been instrumental in shaping our financial outlook, ensuring that we make informed decisions. Paul’s professionalism and insight make him a trusted adviser, and we highly recommend his services to anyone seeking sound financial guidance."
- Superannuation
- Retirement & Pension
- Cashflow & Income
- Tax Strategies
Marie, 35 - 45 years, Campbelltown, SA
"Really good, has really helped us."
- Superannuation
- Shares & Investments
- Property Investment
- Cashflow & Income
- Complex Investments
- Socially Responsible
- Small Business Advice
- Borrowing
- Growing Assets
- Wills & Estates
- Budgeting
Chris, 46 - 55 years, Seaton, SA
"Paul and the entire SA Wealth were very professional and were great to work with. Took care of our super, lending and insurance needs. Best financial planner by far. Honest and trustworthy. Thank you Paul, we appreciate all your hard work! Highly recommend!"
- Superannuation
- Insurance Protection
- Managing Debt
- Shares & Investments
- Property Investment
- Cashflow & Income
- Borrowing
- Tax Strategies
Ange, 56 - 65 years, Wulagi, NT
"Paul's advice and assistance was invaluable. Paul assisted me where others could not and set me up for my future retirement needs. I would highly recommend Paul and his team."
- Superannuation
- Retirement & Pension
Jon, 56 - 65 years, Bowden, SA
"We have used Paul's services for many years and would highly reckoned his business."
- Superannuation
- Self Managed SuperFunds
- Property Investment
Stef, 46 - 55 years, Woodville South, SA
"Very impressed with Paul, Yash and everyone from SA Wealth Group. They are all polite and friendly. Paul is extremely professional and has a passion for what he does. We have been very pleased with the whole process and the outcome to suit our financial needs. Great communication and knowledge and very easy to deal with. Highly recommend Paul and the team at SA Wealth Group."
- Borrowing
Terence, 65+ years, St Peters, SA
"Paul has provided us with, in our opinion, excellent advice in setting ourselves up as we settle into retirement. I liked how he applied the KISS principle which makes it so much easier to negotiate the plethora of investment options"
- Superannuation
- Property Investment
- Tax Strategies
Mitch, under 35 years, Malvern, SA
"Paul has been the best for helping us manage money better and also investing our money properly for the future. Would recommend Paul and his team to anyone looking to manage their money better."
- Superannuation
- Managing Debt
- Property Investment
- Cashflow & Income
- Complex Investments
- Tax Strategies
- Growing Assets
- Budgeting
Mark, 46 - 55 years, Wattle Park, SA
"Great service with clear and timely advice."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Margin Lending
- Shares & Investments
Review history
Mark, 46 - 55 years, Wattle Park, SA
"Paul and the team have provided clear advice and have been very responsive to our questions as we have worked together on our personal finance plan. We've appreciated advice and the administrative support on the numerous forms required to implement our plan. Great service."
Brodie, under 35 years, Maroochydore, QLD
"Paul has provided very clear, personalised and detailed advice. Paul and his team are great communicators and have implemented advice quickly."
- Superannuation
- Insurance Protection
- Managing Debt
- Shares & Investments
- Property Investment
- Cashflow & Income
- Borrowing
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Shares & Investments
- Aged Care
- Property Investment
- Cashflow & Income
- Complex Investments
- Expat Finance
- Socially Responsible
- Small Business Advice
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting