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

Marwan Said

This department focuses on managing and enhancing the interactions with clients to ensure their needs are met and satisfaction is achieved.

Client Services

This department focuses on providing financial advice and brokerage services to clients in managing their wealth.

Wealth Management

This department evaluates and assesses creditworthiness to support financial decision-making.

Credit Analysis

This department focuses on providing clients with personalized financial strategies and advice to help them achieve their financial goals.

SA Wealth Group

Org chart

Teams

Client Services

Wealth Management

Credit Analysis

Financial Planning

Offices

SA Wealth Group

Org chart

Teams

Client Services

Wealth Management

Credit Analysis

Financial Planning

Offices

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