Michael Sauer

Director & Certified Financial Planner® 

Bachelor of Business (Accounting) & (Banking & Finance)

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​With more than 10 years’ experience working across four different financial planning firms, I have seen both what works and what clients value from financial advice.

You can visit our videos section for a good sense of how I approach advice and the areas I help clients with! 
 

Source Wealth is a goals based Financial Planning firm, which means we value success by the number of your goals and objectives that our advice strategies/services help you achieve. 
 

In a world of get rich quick schemes and limitless and often contradicting information online, the name Source Wealth, and our motto your trusted source, was conceived as an antithesis to unreliable financial information. The name also derives from the notion that our first advice collaboration can be the influential source of your wealth journey.  
 

Professionally, I am a Certified Financial Planner (recognised as the standard of excellence in Financial Planning) and I have worked across many hundreds of different clients and their unique circumstances to provide countless amounts of personalised and life changing advice. I have also had the privilege of appearing in publications such as the Australian Financial Review, Forbes Advisor, Independent Financial Adviser and Financial Standard. 
 

As a sole practitioner, my client's love that they get to contact and work with me directly rather than feeling "like a number" in a big corporate.  I am supported by my licensee, Lifespan Financial Planning who provide back-office support, research, compliance and many other services to hundreds of advisers like me.  

Our office (by appointment only) is based at the Waterman Chadstone and is easily accessed by all Melbournians via the M1 and Dandenong road. We service many local clients of Malvern, Malvern East, Chadstone, Oakleigh, Toorak, Ashburton, Ashwood, Carnegie, Hughesdale, Armadale, Murrumbeena, Glen Iris, Malvern, Caulfield and many more. We also have clients all across Australia that we connect with via video calls and interstate travel.
 

Outside of work, I can typically be found trying new restaurants with my wife Alexandra, struggling but smiling on a golf course or watching as much sport as I can, particularly the Tigers (see 2017 GF photo - great day!), Liverpool and NBA games).