SA Wealth Group is a boutique private advice and finance broking firm dedicated to helping professionals, business owners, and families build, manage, and protect their wealth at every stage of life.

We work with individuals starting their careers, growing families, established business owners, and those approaching or in retirement, delivering integrated advice across financial planning, lending, and broader wealth strategy.

Our approach is grounded in developing a deep understanding of each client’s priorities, goals, and circumstances. This allows us to simplify complexity and provide clear, strategic solutions to the financial challenges that matter most, both now and into the future.

Full entity details and disclosures are available on our website.

SA Wealth Group

Org chart

Teams

Offices