SA Wealth Group | Financial planner

SA Wealth Group

Phone: +61 8 8268 5160

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25.01.2022 If you’ve been working from home during COVID you may be able to claim a deduction for the hours you’ve worked.

25.01.2022 With more and more people being able to work remotely, is it time for you to consider a sea or tree change?

25.01.2022 Why would you borrow money to save money?

24.01.2022 On 29 November 2020, the Government announced an extension to the HomeBuilder program to 31 March 2021. HomeBuilder provides eligible owner-occupiers (including first home buyers) with a grant to build a new home or substantially renovate an existing home. More information on the HomeBuilder Grant Extension can be found at: https://treasury.gov.au/coronavirus/homebuilder

24.01.2022 The greater danger for most of us lies not in setting our aim too high and falling short: but in setting our aim too low and achieving our mark

22.01.2022 If you have more super than your spouse you may be able to boost their super by a spouse contribution or contribution splitting.

21.01.2022 Sustainable Investing

21.01.2022 What type of investor are you?

21.01.2022 Understanding what you want your retirement lifestyle to look like is the best way to determine how much money you’ll need when you retire.

20.01.2022 Whilst the official rate is unchanged, we’re looking closely at what the banks do with their rates, as some of Australia’s biggest lenders have decided to make changes to their rates regardless of the official rate moves by the RBA. Please get in touch if you would like to discus recent rate movements or if you would like to review your financial options.

20.01.2022 A massive congratulations to Ilias and Jackie on the purchase of this magnificent block at Glenelg North to build their future forever home! Here’s what they had to say about their experience on our services: . Paul and the team were instrumental in our successful purchase of our forever home. Their knowledge coupled with excellent service and the relentless following up of lenders were some of the reasons we were able to meet steep approval timelines and settle especially d...uring this difficult covid time. Jackie and I strongly recommend SA Wealth Group for obvious reasons - knowledge, support, results, and as they are proudly South Australian. We will be working with them again as we begin to plan to build on our new block and for other financial services for other upcoming projects. . Thank you Ilias and Jackie for entrusting us with one of your most valuable assets, we appreciate the trust! . . . #purchase #build #home #finance #dreams #futurehome #glenelgnorth #sawealthgroup See more

20.01.2022 We cater to all of your business finance needs. Starting at rates as low as 2.85% per annum, you could have that new piece of machinery or that new work vehicle in a matter of days. If you have your own home , all you need is an ABN registered for 12 months with GST. Perfect for a tax-time instant asset write-off! Don't have your own home yet? Or are you looking to purchase under your own name? That fits with us too. Speak to us today on 08 8268 5160 to find out what ...your best asset-lending options are. #SAWealth #finance #lending #assetlending #commerciallending #business #broking See more

16.01.2022 Silence is often misinterpreted but never misquoted.

15.01.2022 Here are some EOFY tips for small business

15.01.2022 Congratulations to Nina on her gorgeous new M2 which we hear is a dream to drive! Very pleasing to see another happy client. Saving up to purchase a vehicle can be hard, and growing your business to obtain new equipment can be time consuming speak to us at SA Wealth to find out what your options are to get your hands on that new piece of equipment or brand new car today! #sawealth #finance #lending #newcar #business

14.01.2022 Happy Friday everyone! Here is a testimonial from one of our clients posted to the Adviser Ratings website https://www.adviserratings.com.au/advisers/nikola-radoicic: "Nik has provided me with advice on numerous areas including super, share schemes and cash investments. His recommendations are always clear, concise and communicated in an easily understandable manner. He is incredibly knowledgeable but best of all, just a good human. Would highly recommend him to anyone lookin...g for a financial advisor." Well done Nik Radoicic!

14.01.2022 Having a vision of the goals you want to achieve is necessary if you ever want to arrive somewhere

14.01.2022 Being debt-free by the time you reach retirement is important to most people.

13.01.2022 As you get older, living independently in your home is not always easy

13.01.2022 First-time home buyers may be entitled to government grants and other incentives.

11.01.2022 Budgeting has only one rule: Don’t go over budget.

10.01.2022 And that's settled!! Congratulations to Stella and Dave on the purchase of their beautiful new home. It is an absolute pleasure to work with you both and we look forward to continuing this into the future! Looking to purchase your first home or another property to invest in? Speak to us today to find out what your best options are. 08 8268 5160... [email protected] #lending #finance #newhomes #sold

09.01.2022 It’s better to look ahead and prepare, than to look back and regret.

08.01.2022 A controversial law that would have banned cash payments over $10,000 and imposed two-year jail sentences on people evading the ban has been killed in the Senate. But don't be surprised if the move to limit your legal use of cash is revived at some stage. The now-defunct law could return in some other iteration once the COVID-19 pandemic has passed.... On Thursday, following a motion moved by One Nation, the Senate officially dumped debate on the legislation, which has unofficially become known as the "cash ban" law.

07.01.2022 6 ways to help pay your mortgage off sooner

07.01.2022 And that’s another! Congratulations to Brooke, Daniel and little Deegz on the purchase of their new home. An amazing achievement for their young family and some great news during these tough times. Stay safe everyone! #sawealthgroup #purchase #home #finance #dreams

06.01.2022 On average, a single person under 35 can spend up to $849*

06.01.2022 Perfection is not attainable, but if we chase perfection, we can catch excellence.

06.01.2022 You can never be overdressed or overeducated

05.01.2022 Happy Hump Day to all our friends and connections! Here is a testimonial from our dearest client Jenny for our Director and Financial Planner Paul Katranis which can be found at: https://www.adviserratings.com.au/advisers/paul-katranis/ "Initially we sought Paul’s help with lending. Paul has been able to help us when other financial advisers have not. Paul is very thorough and has great attention to detail. He understands very well the products he has to offer to us and reco...mmends what he thinks will work best for us and our situation. Paul and his team put tremendous effort s in providing first class service. We have been so happy with Paul and his team that we have entrusted them with our investment, superannuation and insurance plans. Paul is very knowledgeable and will provide advice to meet your goals. We have recommended Paul to our family and friends and have no hesitation to continue to do so." Well done Paul Katranis!

05.01.2022 The average superannuation balances for women at retirement (age 60-64) are 42%* less than those for men.

04.01.2022 The world as we have created it is a process of our thinking. It cannot be changed without changing our thinking

04.01.2022 The individual investor should act consistently as an investor and not as a speculator

03.01.2022 There are so many new opportunities available for Australians to get into their first home. Family Home Guarantee - 2% deposit required for single parents with at least 1 dependent child First Home Loan Deposit Scheme - 5% deposit with the treasury to support the cost for any mortgage insurance... There is also the option of family home security guarantees which can heavily reduce the cost of mortgage insurance and rates at which you borrow, depending on you and your family’s goals Spots are limited in the budget and it is best to speak with a broker about your options as you may be closer to your first home than you think! Different lenders offer different tailored solutions and it’s all about finding what’s best to suit you. Contact us at SA Wealth today to find out your options - 08 8268 5160 #lending #firsthome #budget #firsthomeowners https://www.brokernews.com.au//new-slots-for-deposit-schem

03.01.2022 Almost half of Australian’s don’t have a will

03.01.2022 As at 30 June 2019, there was $20.8 billion* in lost and unclaimed super across Australia.

03.01.2022 Given the new lockdown rules here in SA the team will be working from home until the 30th of November. There are no changes to our business hours (9am to 5pm) and our office phone number will remain operational. Please feel to call us on 08 8268 5160 or email us at [email protected] to help with any queries. If your query is urgent please contact your adviser directly. Stay safe, SA Wealth Team.

02.01.2022 Keep your focus on the summit

01.01.2022 Happy mid-week to all of our friends and followers! Seeing as there is no sun to shed any light over us all in Adelaide today we though we would shed some light of our own by sharing another glowing review to one of our advisers, Umberto Catalano. "I’ve never felt so safe and secure with my finances in my entire life as I do now. Umberto is an amazing person and a real gentleman on top of his financial knowledge If anyone wants to feel financially secure I recommend Umberto 100 percent" https://www.adviserratings.com.au/advisers/umberto-catalano

01.01.2022 It’s never too late to be what you might have been.

01.01.2022 Should I invest my money into my super or mortgage?

01.01.2022 Money, like emotions, is something you must control to keep your life on the right track.