Knowing whether you are on track to achieve your life goals can be difficult to ascertain, and managing your own finances can be complex, stressful and time consuming.
At Source Wealth, our purpose is to be the trusted source you turn to for answering life's big Financial Planning questions.
We take the time to understand your circumstances, goals, and objectives, then tailor a financial planning journey to educate, inspire and create meaningful results.
What is Financial Advice?
Michael Sauer
Certified Financial Planner
Many of our services can provide tangible benefits such as tax savings, super & investment fee savings, insurance premium savings and investment performance.
However, just as important are the intangible benefits of advice:
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Helping you define clear and considered goals
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Building a tailored plan for achieving your goals
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Having a professional keep you on track for meeting your goals
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Providing clarity and keeping you on track for the future with our detailed modelling and projections
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Removing the time and stress from managing your personal finances
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Helping you avoid financial mistakes
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Our commitment to you: We believe so passionately in the power of our Financial Advice strategies that we offer a free 90 minute initial appointment (valued at $800) where we help you plan a roadmap for your ideal life and define the focus areas required to achieve your vision.
If, for whatever reason, we don't believe we can add at least as much value as our fee, we will be transparent with you and provide you with other free resources instead. In these rare circumstances, you will still come away from the session having received plenty of value from planning your ideal life and through having a financial health check with an experienced professional.
