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Your Free Retirement Planning Appointment

We have helped hundreds of clients move from feeling financially stressed, uncertain or paralysed by indecision to feeling energised and excited by their financial roadmap and vision for the future!

It all starts with an obligation free chat. 

Source Wealth has many 5 star google reviews

We have been using Michael at Source Wealth for 12 months now. Michael has gone to great lengths to first help us establish a plan to teach our personal goals re retirement as well as supporting us to make sure we stick to the plan. We would not hesitate to recommend his services to anyone looking for similar support or any other type of financial advisory.

- Jeremy 2024

As featured in

Michael has appeared in the Australian Financial Review publication
Michael has appeared in the Independent Financial Adviser publication
Michael has appeared in the Forbes Advisor publication
Michael has appeared in the Financial Standard publication

Our commitment to you: We believe so passionately in the power of our advice strategies that we offer a free 90 minute initial appointment where we help you plan a roadmap for your ideal life and define the focus areas required to achieve your vision.

Retirement Planning Seminar
11:33

Retirement Planning Seminar

Here's 11 minutes of Retirement Financial Planning strategies and things to consider! This advice is all general in nature. Feel free to book in an obligation free chat to receive personalised advice based on your situation and goals! Visit https://www.sourcewealth.com.au/retirementplanning
Financial Planning for People in their 50s
01:58

Financial Planning for People in their 50s

In this video I discuss some of the common things people in their 50's need to plan for financially including options for your surplus cashflow as your mortgage diminishes, retirement planning, reviewing your superannuation, adapting to kids finishing high school and the need for life insurance. The purpose of this content is to provide general information only and is not personal financial advice. To book in an obligation free initial appointment visit https://www.sourcewealth.com.au/freeinitialappointment
Financial Planning for People in their 60's and above
01:40

Financial Planning for People in their 60's and above

In this video I discuss some of the common things people in their 60's need to plan for financially including retirement planning, optimising your super, applying for government Age Pension, taxation planning and philanthropy and other legacy wishes. The purpose of this content is to provide general information only and is not personal financial advice. To book in an obligation free initial appointment visit https://www.sourcewealth.com.au/freeinitialappointment
The optimal retirement wealth structure
08:46

The optimal retirement wealth structure

We can help create an optimal retirement structure for you considering tax, costs and income both now and in the future! visit www.sourcewealth.com.au/retirementplanning General advice only! To receive personal advice, reach out to us.
Best Tax Structures In Retirement
01:55

Best Tax Structures In Retirement

It is crucial to get your structure right, or you could pay an extra $30k in tax per annum. Find out how: https://www.sourcewealth.com.au/post/how-you-can-have-too-much-money-in-your-personal-name-in-retirement Book your obligation free appointment at: https://www.sourcewealth.com.au/ General advice only. For personal advice, please reach out.
Receive MORE Age Pension
00:45

Receive MORE Age Pension

You can get significantly more Age Pension via this strategy. However, it does have a number of complex considerations that a retirement planning expert can assist you with!
Age 60 can mean Less Tax
00:33

Age 60 can mean Less Tax

Find out if a TTR strategy is right for you at www.sourcewealth.com.au/retirementplanning
Save up to $40,000 in tax with Carry Forward Contributions into Superannuation
00:39

Save up to $40,000 in tax with Carry Forward Contributions into Superannuation

Save tax now and in the future! If you would like to know if this strategy would work for you, please reach out at www.sourcewealth.com.au
Taxation of Inheritances and how to plan for it!
00:50

Taxation of Inheritances and how to plan for it!

Australia doesn't have estate or inheritance tax however it does have Capital Gains Tax and taxation on superannuation benefits paid to non-tax dependants. However, these taxes can be managed both pre and post inheritance. Find out how! The purpose of this content is to provide general information only and is not personal financial advice. To book in an obligation free initial appointment visit https://www.sourcewealth.com.au

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