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The executive summary page on the financial advice showing goals and benefits
modelling and projections graph of current and proposed scenarios

Over a $3m variance in projected assets!!

Find out how this client is over $3 million better off through the financial advice strategies! Simply enter your email address below and we will send you across the FREE financial plan!

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You may be wondering why we give away advice for free? Naturally, many people who download our financial plans decide to book an obligation free initial appointment and decide to join us as clients, benefitting from tailored personal advice. However, for those who don't, we are just happy to help illustrate the power of advice! And no, we won't add your email address to a marketing list (we hate spam just as much as you!)
 

We will send out your sample financial plan shortly!

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Want more free resources? Try our videos below

The 5 Red Flags when reviewing your Super Statement!
03:44

The 5 Red Flags when reviewing your Super Statement!

Have you checked whether you have any of these issues? Need help? Visit www.sourcewealth.com.au
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.
When to receive Financial Advice
01:07

When to receive Financial Advice

Whether yours is a situation or emotional trigger for reaching out, we can help! Visit www.sourcewealth.com.au
Age 60, 65 and 67: The three important Retirement Planning ages!
01:09

Age 60, 65 and 67: The three important Retirement Planning ages!

Find out why age 60, 65 and 67 are so crucial for retirement planning! Visit www.sourcewealth.com.au/retirementplanning to get prepared for your retirement!
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
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.
The 5 best ways to have a longer and better retirement!
02:18

The 5 best ways to have a longer and better retirement!

In this video, I talk about 5 ways to make your retirement savings last longer, including: 1. Making additional super contributions whilst working 2. Adopting a TTR strategy post 60 if you are still working 3. Maximising your Centrelink entitlements 4. Finding cheaper ways to living in retirement 5. Utilising the Pension Loan Scheme if necessary 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 with us and receive tailored personal advice, please visit www.sourcewealth.com.au
The 7 deadly sins of managing your finances
02:12

The 7 deadly sins of managing your finances

I talk about the 7 worst financial mistakes I see including: 1. Buying the wrong investment property 2. Creating an SMSF when it is not right for you 3. Starting a business without a business plan 4. Not having enough life insurance and income protection 5. Not having a cashflow and savings structure in place 6. Paying a 'loyalty tax' by staying with your current bank 7. Having too many assets in your personal name and not enough in your tax free pension account 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 with us and receive tailored personal advice, please visit www.sourcewealth.com.au
The 4 Best Tax Planning Strategies
01:35

The 4 Best Tax Planning Strategies

I talk about four of the best tax planning strategies including: * Selecting the right owner of each asset * Making additional pre-tax contributions * Paying for income protection premiums personally and claiming the deduction * Negative gearing The purpose of this content is to provide general information only and is not personal financial advice. To book your obligation free consultation visit https://www.sourcewealth.com.au
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