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Achieve your dreams with the help of a trusted source

What we do

Michael Sauer, Certified Financial Planner

Michael Sauer
Director &
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:
 

  • Helping you define clear and considered goals

  • Building a tailored plan for achieving your goals

  • Having a professional keep you on track for meeting your goals

  • Improving your feelings of financial security and financial freedom

  • Providing clarity and keeping you on track for the future with our detailed modelling and projections

  • Removing the time and stress from managing your personal finances

  • Helping you avoid financial mistakes

  • Helping you escape the opportunity cost of inaction

The problems we solve

" We need help because we have just had a child"

“ We have never clearly mapped out the vision of our ideal life together, or determined the priority order of our goals…”
 

“ We are uncertain if we are on track to meet our goals, or how to get back on track…”
 

“ I have been burnt by a past financial mistake and don’t wish to repeat this feeling…”
 

“ We don’t understand our finances or have a strategy for what to do…”
 

“ My partner and I are not aligned with our finances, we need someone impartial to help…”
 

“ I’m not sure how my family or I would cope if I suffered a financial shock like a redundancy or an illness…”
 

“ We earn good money, but we don’t know where it goes or how to save more…”
 

“ I don’t have the time or inclination to manage my own finances and I would like a professional to help me…”
 

“ We are not sure if we are optimising our financial position…"

How we help

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
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Michael has appeared in the Financial Standard publication
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Source Wealth has many 5 star google reviews

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

It all starts with an obligation free chat. 

Our Process 

Source Wealth Financial Planning and Appointment Process

Let's Chat!

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©2023 by Source Wealth Pty Ltd. 

Authorised representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735

Australian Financial Services License 229 892

Financial Services Guide

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice.  We strongly recommend that investors consult a financial adviser prior to making any investment decision. The contents of the our website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. 

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