Paul Katranis

SA Wealth Group

Silver
20 Yrs Experience
Adelaide, SA 5000
4.95
97 Reviews
5
4
3
2
1
4.96
Clear communication
4.96
Knowledge & expertise
4.96
Customer care
4.94
Likely to recommend
Showing reviews 1—10 of 97

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5.00

"Paul made the entire process very easy to understand, clearly outlining all the key points to consider around our superannuation and insurance needs.

He and his team ensured we were well informed throughout the advisory process, right through to everything discussed being put in place.

A special mention to Stratos, who made sure we always knew where things stood and what was required at each stage.

Thanks to the whole team for a great experience."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul provided us with tremendous advice that was clear, easy to understand and simple to implement. The process with Paul and his team was seamless. They took care of everything that was required for us to restructure our Superannuation in such a friendly and professional manner. All queries were answered and no question/request was ever too much for them. We are looking forward to watching the growth of our retirement fund as the strategy that was advised continues to develop. Based on all of the above we completely trusted Paul and his team with such an important element of our future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are incredibly grateful to have known and trusted Paul for over a decade . He has seen us through 6 kids and both of us working to now downsizing retirees . His help has been invaluable in not only his own advice but also leading with our accounting, mortgage brokers and finding us a lawyer for wills and setting up our own self managed super fund. He and Stratos and the team have been on the ball with everything and their prompt follow ups have kept us up to date through many life changing circumstances … SA WEALTH has been there for us through it all … and we are very grateful ."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have used Paul's services for many years and would highly reckoned his business."

  • Superannuation
  • Self Managed SuperFunds
  • Property Investment
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 97

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