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

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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

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.

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
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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