Andre Di Matteo - South Eastern Wealth Group

Andre Di Matteo - South Eastern Wealth Group Premier wealth management boutique for strategic financial planning, tax effective wealth creation & asset protection solutions.

Enquire within:
📲 08 8471 2771

💻[email protected]

📅 Availability
https://calendly.com/sewealth_sa Strategic Wealth Advisory
Portfolio Construction
Tax-Effective Investing
Superannuation / Retirement Planning
Asset Protection
Education Planning
Life & Income Protection Insurance
Financial Independence, Retire Early (FIRE) Movement
ESG / Social Responsible investing
Centrelink/Aged Care Planning
Self Managed Super Fund (SMSF)

🟢🔵End of Financial Year opportunities 2025/26 -The end-of-financial-year (EOFY) is a great time to identify whether you ...
18/03/2026

🟢🔵End of Financial Year opportunities 2025/26 -

The end-of-financial-year (EOFY) is a great time to identify whether you have taken advantage of key financial planning strategies.

✅ Strategies for greater tax saving
✅ Pre-Pay expenses and manage tax
✅ Qualify for the Government co-contribution
✅ Downsizer contributions to boost
✅ Boost & equalise spouse’s super
✅ SMSF Strategies
✅ Maximise Centrelink entitlements and lower Aged Care costs

For your EOFY financial planning, book a session with one of our advisers today.

📲08 8471 2771
📅https://calendly.com/sewealth_sa

Link in comments!
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Consider in light with your circumstances.

🟢🔵If you're currently experiencing burnout or think you might be at risk of developing burnout, it's time to pause and r...
26/06/2025

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If you're currently experiencing burnout or think you might be at risk of developing burnout, it's time to pause and reflect on what is driving the workplace stress you are experiencing.
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•Are you working excessive hours to try and get ahead financially?
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•Has your financial situation put you in a position where you have to work excessive hours to keep on top of things?
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•Are you driven by achievement and recognition, which means you are constantly overworking to push further?
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•Are the demands of your role beyond what is achievable within reasonable work hours?
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Once you identify the root cause of what's driving your burnout, you can develop a strategy to get back to a healthy relationship with work.
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👨‍💼If financial demands or burdens have put you on a path to burnout, it's time to re-evaluate. This might include:
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•Reviewing goals to make these more achievable. Your goals need to be realistic and attainable to be successful.🗣
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•Simplifying or downsizing your life. 💆‍♀️
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•Checking in with your spending. A great way to do this is to consider your money as increments of time. For example, is eating out five nights per week really worth the additional hours you'd have to work? 🫶

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🟢🔵Did you know having a HECS debt can impact your borrowing capacity?!Potential lenders must consider the ability to mee...
20/06/2025

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Did you know having a HECS debt can impact your borrowing capacity?!

Potential lenders must consider the ability to meet all financial obligations, including HECS repayments. This could potentially lower the loan amount you qualify for!
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At South Eastern Wealth, our focus is on getting to understand our clients so we can help develop specific financial strategies which are tailored to your specific needs.

Discover the difference and book in for your in-person consult!

📲08 8471 2771
📅https://calendly.com/sewealth_sa

Consider in light of your circumstances

⭐️⭐️⭐️⭐️⭐️ - It's a 5-star outcome for financial advice!🔵🟢According to the Russell Investment 2024 Value of Advice resea...
05/06/2025

⭐️⭐️⭐️⭐️⭐️ - It's a 5-star outcome for financial advice!

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According to the Russell Investment 2024 Value of Advice research, Financial advisers have added at least 5.7 per cent in value over the past year!

See comments for the link!
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Consider in light of your circumstances.

Book a consultation with one of our wealth specialists for your personal financial planning session!

📲08 8471 2771
📅https://calendly.com/sewealth_sa

🟢🔵Something we like to think about, is the mortality of life, however, a bit of pre-planning can save a lot of heartache...
29/05/2025

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Something we like to think about, is the mortality of life, however, a bit of pre-planning can save a lot of heartache for those we leave behind.

1. Non Binding Nominations: In most super funds, the trustee decides who gets your super including any life cover. The super rules require the fund to pay your dependents as defined in the legislation.

2. No will: Without a “last will and testament” your assets are distributed according to a formula in state legislation. This may mean your assets are not distributed in the way you had wanted.

3. Which Will applies: Upon death, your latest will should be found and accepted by the courts in a process called probate. People who may benefit from your estate can challenge your will, and it may take some time before assets are distributed.

4. Estate Super Tax: A lump sum superannuation death benefit paid to someone who is not a death benefit dependent for tax purposes is subject to tax of up to 32%.

Estate planning is a necessity for all of us, and your adviser can assist you in minimising the stress on your family and making sure your wishes are followed and appropriate tax financial advice outcomes.
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For your tailored estate planning financial planning, speak to one of our wealth specialists at:

📲08 8471 2771
📅https://calendly.com/sewealth_sa

Consider in light of your circumstances.

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🔵🟢 Check out our latest Lifespan Investment Series, Episode 8 - 'Outlook for bonds and equities'.https://www.youtube.com...
22/05/2025

🔵🟢 Check out our latest Lifespan Investment Series, Episode 8 - 'Outlook for bonds and equities'.

https://www.youtube.com/watch?v=4TV25M-J89M

Full Episode in comment section covering:

1. Australia - Election landslide, rates, and fiscal pressure
2. Global shakeup - Trump, tariffs and sideways markets
3. Managed Portfolios

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Consider in light of circumstances.

🟢🔵Ensuring your business’s continuity through unexpected events requires careful planning, documentation, and insurance....
18/05/2025

🟢🔵Ensuring your business’s continuity through unexpected events requires careful planning, documentation, and insurance. Each business is unique, so for tailored solutions, seek guidance from a financial adviser.🟢🔵

For your tailored business key person insurance and financial advice, speak to one of our wealth specialists at:

📲08 8471 2771
📅https://calendly.com/sewealth_sa

Consider in light of your circumstances.

🟢🔵Whether you choose public, private or independent schooling or are looking at supporting their tertiary education, the...
13/05/2025

🟢🔵Whether you choose public, private or independent schooling or are looking at supporting their tertiary education, the goal is the same: to set your children (or grandchildren) on the path to a bright and rewarding future.

We can help you work through the options available and put together a plan to put you on track towards comfortably funding the education you choose for your children.
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Contact us for your complimentary '5 ways to save for your children’s education' checklist.

To discuss your child's education savings plan, book a consultation with one of our wealth specialists at:
📲08 8471 2771
📅https://calendly.com/sewealth_sa

Consider in light of your circumstances.

🔵🟢With the financial year end approaching, now is the perfect time to consider making additional contributions to your s...
08/05/2025

🔵🟢With the financial year end approaching, now is the perfect time to consider making additional contributions to your superannuation.

Super and retirement planning can be complex. It's crucial to fully understand contribution types and limits, as exceeding the applicable caps can result in significant tax penalties.🔵 🟢

For your personal advice, speak to one of our wealth specialists at:
📲08 8471 2771
📅https://calendly.com/sewealth_sa

Consider in light of your circumstances.

🟢🔵 The cost living pressure, economic uncertainty and helpless feeling of no where to turn is putting more and more peop...
27/04/2025

🟢🔵 The cost living pressure, economic uncertainty and helpless feeling of no where to turn is putting more and more people under financial stress!

Many people haven’t put aside the time to understand their financial position, and the constant pressure of earning money and paying bills can feel overwhelming.

Contact us for a copy of our complimentary Three-Minute Financial Check-Up. 🟢🔵

Consider in light of your circumstances.

Enquire within:
📲 08 8471 2771
https://calendly.com/sewealth_sa

Address

Adelaide, SA

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 12pm

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