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Achieve your dreams with the help of a trusted source

What we do

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

How we help

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

  • 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

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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 Process 

Source Wealth Financial Planning and Appointment Process

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