Blog | Source Wealth

The 10 best ways to save and budget for your next holiday

Aug 203 min read

Financial Advice

The 10 best ways to save and budget for your next holiday

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When can I access my Superannuation to Retire?

Aug 122 min read

Super & Retirement Planning

When can I access my Superannuation to Retire?

To access your superannuation, you need to meet a 'condition of release' which for most people occurs due to reaching a certain age and/or r

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Are you wasting money on Income Protection?

Jun 141 min read

Life Insurances

Are you wasting money on Income Protection?

Don't be confused, Income Protection is definitely NOT a waste of money and extremely crucial for most people. However, for most policies...

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What to do with your time when you can afford to retire early?

Jun 51 min read

Financial Advice

What to do with your time when you can afford to retire early?

If you have retired early, we can help you define what is important in your life and brings you value and then build a Financial Plan around

17 views0 comments

May 282 min read

Financial Advice

The Pitfalls of One-Off Financial Advice

As you can see, there are always significant changes to the economy, investment markets and government legislation that require sound Financ

56 views0 comments

Media Feature: What is an equity release for seniors and retirees? (InfoChoice)

May 202 min read

Super & Retirement Planning

Media Feature: What is an equity release for seniors and retirees? (InfoChoice)

Michael Sauer was featured in this InfoChoice article discussing equity release options for seniors and retirees.

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How to be $60,000 better off utilising July 2024 Tax Cuts

May 91 min read

Financial Advice

How to be $60,000 better off utilising July 2024 Tax Cuts

Michael Sauer CFP explains the benefits of saving your tax cuts rather than spending them!

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May 23 min read

Financial Advice

How to get "rich"

In this blog, I am going to talk about the general characteristics of how to become wealthy!

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Superannuation Tax Planning for Non-Tax Beneficiaries

Apr 223 min read

Super & Retirement Planning

Superannuation Tax Planning for Non-Tax Beneficiaries

This is a technical financial advice topic and general advice only. So, to help make it easier we offer an obligation free chat to...

1,238 views0 comments

The Differences Between the Australian and United States Financial Systems

Apr 185 min read

Financial Advice

The Differences Between the Australian and United States Financial Systems

Prior to COVID, my wife and I had plans to move to the United States for a working holiday and I studied for my US CFP so that I could...

112 views0 comments

Apr 151 min read

Investing

Investing 101

Are you confused by investing or how your superannuation is invested? I break it down for you on my youtube channel. The video explains:...

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Apr 103 min read

Investing

Ethical Investing Strategies and Benefits

Understanding Ethical Investing Ethical investing, also known as socially responsible investing (SRI) or sustainable investing, involves...

7 views0 comments

Apr 91 min read

Financial Advice

Stage 3 Tax Cuts Strategies

From 1 July 2024, we are all getting a tax cut. For illustrative purposes, those earning $80,000 per annum will pay $1,679 per annum...

13 views0 comments

Media Feature (CBD News): Superannuation on paid parental leave – a win for all

Apr 41 min read

Financial Advice

Media Feature (CBD News): Superannuation on paid parental leave – a win for all

We all know that when superannuation is paid on top of government-funded paid parental leave, it's a win for all parents, however find...

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How you can have TOO MUCH money in your personal name in retirement

Apr 42 min read

Super & Retirement Planning

How you can have TOO MUCH money in your personal name in retirement

Ok, I know this sounds like a good problem to have, but it’s not from a tax perspective. Each member of a couple can have a maximum of...

44 views0 comments

Business Partner Risk: The 4 ways a Buy Sell Agreement can protect you!

Mar 282 min read

Life Insurances

Business Partner Risk: The 4 ways a Buy Sell Agreement can protect you!

A Buy Sell Agreement is a legal agreement between business partners which lists triggering exit events and stipulates how to fund the...

121 views0 comments

Is it worth using a Financial Planner and Adviser? What the research says.

Mar 182 min read

Financial Advice

Is it worth using a Financial Planner and Adviser? What the research says.

Financial Planners and Adviser's can provide both quantitative benefits (helping you save or make more money) and qualitative benefits...

15 views0 comments

Mar 141 min read

Financial Advice

How Financial Advice can facilitate your ‘why’?

Many clients initially think they are seeing a Financial Planner to get a new super fund, establish life insurances or reduce their tax...

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Save $40,925 in tax! High Income Earners starting work in Australia or returning to work will want to read this....

Mar 122 min read

Super & Retirement Planning

Save $40,925 in tax! High Income Earners starting work in Australia or returning to work will want to read this....

It is nearing tax time, so tax minimisation strategies start to become the one of the most common questions we receive. With the...

26 views0 comments

Media Feature (Fintech Bloom): How to set and achieve financial goals in 2024

Mar 41 min read

Financial Advice

Media Feature (Fintech Bloom): How to set and achieve financial goals in 2024

Michael Sauer CFP was published on FintechBloom, discussing how to set and achieve financial goals in 2024. The article discusses how...

23 views0 comments