SA Wealth Group

🏡 Incredible Milestone Achieved! 🏡 🌟 We're thrilled to share this fantastic success story led by our adviser and broker Paul Katranis , who was entrusted by our client of many years with securing financing for a subdivision and construction of three builds. 🌟 However, the journey was far from straightforward. With the unique structure of financials coupled with self-employment intricacies, finding suitable lenders posed a challenge. After exhaustive efforts and meticulous planning, we managed to find the only lender in the market to assist with the financing needed. It further required working tirelessly with valuers and credit managers to navigate policy exceptions on a split contract. ✨But today, we celebrate the culmination of all the hard work as we've successfully settled the project! 🎉 Our client can now forge ahead with building out their development site, poised to unlock significant equity growth and embark on their next venture with the assistance of SA Wealth Group as a holistic team service ranging from financial planning, finance broking, accounting, and tax as well as property services. Here's to our amazing client and the exciting journey ahead! 🥂 💰Ready to achieve your financial goals, and want to benefit from similar strategies, then please reach out on 08 8268 5160 ☎️

We are delighted to share another successful outcome created by adviser Angelo Patsilivas as he implemented a strategy which resulted in this client reducing their taxes and increasing their superannuation balance. 💰Through the development of a tailored strategy, he was able to decrease this client’s tax payable by approximately $6,382. 🔍 Angelo delved deep into discussion with his client at the annual review regarding their current personal circumstances and how they have changed over the past year. Due to this, the client was able to increase their personal contributions being made into superannuation, which will result in a higher overall balance and benefit her retirement significantly. ✈ Due to years of Angelo working closely with the client’s situation and managing her investments accordingly, the client is now able to travel through retirement and live comfortably. If you are looking to have your financial position set in place, please call the team on 08 8268 5160 📞

We're excited to share the success story of one of our valued clients, thanks to the exceptional guidance of @yunz______ 🌟✨ 🌟 Increased Investment Returns: Yanni’s advice has assisted our clients, earn an estimated amount between $30,000 - $35,000 per annum. 💰 Tax Savings Galore: Our clients have already saved $12,925 & $27,600 in personal income tax alone. 💹 Smart Investments & Insurance Protection: Yanni has ensured that our client's funds are invested appropriately and that insurance covers are in place 💲 Superannuation Simplified: We've streamlined our client's superannuation funds, reducing ongoing administration costs and making their financial life easier to manage. 📈 Maximizing Centrelink Entitlements: Our client is now in a prime position to maximize their Centrelink entitlements, ensuring they receive all the benefits they're entitled to. If you are looking to have your financial position set in place, please call the team on 08 8268 5160 📞

🌟 Success Story Alert! 🌟 Adviser and Broker Paul Katranis' recent triumph involved a deep dive into the market to find a lender capable of understanding the intricate needs of a self-employed group entity, including both refinancing existing debt along with cash out to consolidate liabilities. 🌟 With multiple entities, up to 10 ABNs, directorships, and varying P&Ls, it was no easy feat! With Paul and his team’s expertise in specialist tax and financial planning, coupled with close collaboration to the client's accountant, we made it happen! 💼 ✨ Our client consolidated their business lending as the consumer lending was tidied up. And the best part? Their annual cashflow is set to improve by a whopping $450k PER YEAR!  📈💰 Ready to achieve your financial goals, and want to benefit from similar strategies, then please reach out 💬! ☎️ 08 8268 5160 #SuccessStory #Lending #CashflowBoost.  

🎉 Incredible news from Umberto Catalano's client! Witness how Umberto guided them to remarkable success. 🌟 Tailored Retirement: With personalized attention, Bert meticulously crafted a roadmap for his client's dream retirement, ensuring ample room for leisure and vacations along the way. 💼 Appropriate Investing: Identifying the perfect investment avenues, Bert forecasted a staggering $970k in superannuation by age 65, securing a prosperous future. 💰 Tax Savings: By implementing strategic tax minimisation tactics, Bert has helped his client prepare for any tax events that may occur in the future. Ready to incorporate a tailored financial plan into your life? Reach out today for expert guidance! 📞 08 8268 5160

🌟 Exciting News! 🌟 Adviser and Broker Paul Katranis worked closely with his client to craft a strategic plan which helped his client achieve some great results🎉. 💰Through identifying over $300k of equity in his clients property within a 2-3 year period, Paul helped facilitate a business buy-in which also enabled his client to secure a development site for future projects. 🏡 That’s not all 🚀, through taking a holistic approach to our client’s circumstances, alongside their property endeavours, we've also been actively building their equities portfolio using innovative gearing strategies. Through identifying appropriate asset allocation to maximize their super portfolio and implementing tax-efficient entity structures, we've set them on a path to financial success. Not to mention, with life/income protection insurance policies in place, they are prepared for whatever the future holds. 📈💼 If you feel you can benefit from similar strategies, then please reach out 💬! ☎️ 08 8268 5160 #FinancialSuccess #WealthBuilding #ClientSuccessStory

🎉 Exciting News from our Financial Advisor Angelo Patsilivas! 🎉 We are thrilled to share some incredible outcomes for our new clients!  Here's what we have been able to achieve and what they had to say regarding our services! 🌟 💰 Super Savings: By establishing new super accounts with lower fees, we've saved our clients approximately $2.6k p.a in ongoing administration fees combined. 📈 Tailored Investment Advice: We've provided personalized investment advice tailored to their risk profile. With Angelo’s recommendations, we project our clients to have a combined $1.6 million in super by the time they both reach 60! 💡 Smart Tax Planning: Angelo’s expert tax planning strategies have helped to reduce our client’s taxable income saving them approximately $27k in income tax each year. Let us help you achieve financial success by giving us a call on 08 8268 5160 to have a chat! 📞

🎉🚗 Congratulations to our amazing client on their brand new car! 🚗🎉 Umberto's client had gone back and forth with the dealer's financier to achieve the most competitive rate & Umberto was able to seek finance elsewhere for a much more competitive rate and terms 🎊🥳. Here's to many miles of happy adventures ahead! 🌟🛣️ 

🏗️💼 Success in Property Development! Take a look at how Broker and Adviser Paul Katranis helped our client turn a vision into reality. 🏡🏢 Our client seized the opportunity to invest in 3 properties - 2 residential and 1 commercial. Despite the challenge of demolishing properties by settlement and dealing with lenders categorizing as land-only ventures, we persevered! After completing extensive research, Paul found a lender offering a higher LVR for land-only commercial ventures. They provided short-term finance at competitive rates, basing the deal on asset value rather than financials. 📈 👷♂️ This paved the way for securing the settlement and moving towards the next stage: development finance. No financials? No problem. We specialize in finding solutions tailored to your needs, ensuring your goals and ambitions become a reality. 🌟 🔍 If you're facing a similar challenge, don't lose hope! There's a lender out there for every unique situation - and we're here to help you find them. ⏳ Reach out today to start your journey towards property success! 📞 08 8268 5160 #PropertyDevelopment #RealEstate #FinanceSolutions

🎉 Exciting News from our Financial Advisor Angelo Patsilivas! 🎉 We're thrilled to share the success story of one of our newest clients and their review of our services. With Angelo's expert guidance and tailored financial strategies, we've helped them achieve remarkable milestones: 📈 Establishing a tailored super account and crafting strategic investment plans aligned with our client's risk profile, we project a staggering $2 million in superannuation by the time they reach 60! 💸Smart Investment Planning: Angelo devised a tailored investment plan for our client’s surplus funds. With careful planning, we estimate his investment savings to reach a whopping $40k in just 10 years! 🛡️ Personalized Insurance Cover: Our client and their income are now protected against any unforeseen circumstances with their new personalized insurance covers. Let us help you achieve financial success by giving us a call on 08 8268 5160 to have a chat! 📞