SA Wealth Group

Finance · Australia · 11-50 Employees

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Overview

Headquarters

181 Grange Rd Shop 3, Findon, South Aust...

Phone Number

+61 882685160

Revenue

$5.2 Million

Industry

Finance Securities Trading Lending & Brokerage

About SA Wealth Group

SA Wealth Group is a boutique private advice firm dedicated to helping professionals, business owners, pre-retirees, and their families manage, grow, and protect their wealth. They offer a range of services including financial planning, finance broking, accounting and tax, as well as residential and commercial property leasing and sales. The firm focuses on providing tailored financial strategies and exceptional service to assist clients in achieving their life goals. By understanding the unique needs of each client, SA Wealth Group aims to be a trusted adviser in navigating complex financial decisions.Explore more
SA Wealth Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

SA Wealth Group Org Chart

PhoneEmail
GV
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Director, People & Operations

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MC
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General Manager, Property Encore Real Estate

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MG
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Office Administrator

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Compare Similar Companies to SA Wealth Group

Compare insights from companies similar to SA Wealth Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SA Wealth Group

$5.2M
11-50
Private
-
2011
GV
Grega VrettisDirector, People & Operations
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2003
MM
Melissa MorganDirector and Partner - Maddern Accountants Pty Ltd
<$5M
11-50
Private
-
2013
LK
Lisa KruegerChief Operating Officer
<$5M
1-10
Private
-
2016
LG
Lauren GibbChief Financial Officer
<$5M
1-10
Private
-
-
AC
Adam CappsPrincipal Accountant
Illustration of an envelope

SA Wealth Group Tech Stack

A closer look at the technologies used by SA Wealth Group

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Frequently Asked Questions Regarding SA Wealth Group

What is SA Wealth Group's official website?
SA Wealth Group's official website is www.sawealthgroup.com.au
What is SA Wealth Group's Revenue?
SA Wealth Group's revenue is $5.2 Million
What is SA Wealth Group's SIC code?
SA Wealth Group's SIC: 62,628
What is SA Wealth Group's NAICS code?
SA Wealth Group's NAICS: 52,523
How many employees does SA Wealth Group have?
SA Wealth Group has 11-50 employees
What industry does SA Wealth Group belong to?
SA Wealth Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is SA Wealth Group competition?
SA Wealth Group top competitors include: Webb Financial, FIRSTUNITY Financial Services, Harrison York, Kadota Finance
What technology does SA Wealth Group use?
Some of the popular technologies that SA Wealth Group uses are: WordPress.org, PHP, Microsoft Dynamics CRM, Microsoft 365
How do I contact SA Wealth Group?
SA Wealth Group contact info: Phone number: +61 882685160 Website: www.sawealthgroup.com.au
What does SA Wealth Group do?

SA Wealth Group is a boutique private advice firm dedicated to helping professionals, business owners, pre-retirees, and their families manage, grow, and protect their wealth. They offer a range of services including financial planning, finance broking, accounting and tax, as well as residential and commercial property leasing and sales. The firm f... ocuses on providing tailored financial strategies and exceptional service to assist clients in achieving their life goals. By understanding the unique needs of each client, SA Wealth Group aims to be a trusted adviser in navigating complex financial decisions.Read More

What are SA Wealth Group social media links?
SA Wealth Group Linkedin page SA Wealth Group Twitter page SA Wealth Group Facebook page
Is SA Wealth Group a public company?
SA Wealth Group is private company therefore does not currently have an official ticker symbol
See more information about SA Wealth Group

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