Blog | Source Wealth

Sep 10
2 min

Financial Advice

Do I need a will in Australia?

We discuss why you need a will in Australia

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Should I hire an Accountant for my taxes?

Sep 10
1 min

Financial Advice

Should I hire an Accountant for my taxes?

We discuss the situations in which you should hire an accountant

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What price should you pay for a share/stock?

Sep 9
1 min

Investing

What price should you pay for a share/stock?

We easily explain how share prices are determined

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U.S. Shares remain the top long term asset class for the 10th year

Sep 9
1 min

Investing

U.S. Shares remain the top long term asset class for the 10th year

Diversification helps smooth out (but not completely prevent) extreme volatility and provide more consistent levels of returns.

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What do Financial Planners/Advisers do? The 10 most common ways Advisers help!

Aug 27
1 min

Financial Advice

What do Financial Planners/Advisers do? The 10 most common ways Advisers help!

The 10 most common ways Advisers help!

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The 10 best ways to save and budget for your next holiday

Aug 20
3 min

Financial Advice

The 10 best ways to save and budget for your next holiday

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When can I access my Superannuation to Retire?

Aug 12
2 min

Super & Retirement Planning

When can I access my Superannuation to Retire?

To access your superannuation, you need to meet a 'condition of release' which for most people occurs due to reaching a certain age and/or r

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Are you wasting money on Income Protection?

Jun 14
1 min

Life Insurances

Are you wasting money on Income Protection?

Don't be confused, Income Protection is definitely NOT a waste of money and extremely crucial for most people. However, for most policies...

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What to do with your time when you can afford to retire early?

Jun 5
1 min

Financial Advice

What to do with your time when you can afford to retire early?

If you have retired early, we can help you define what is important in your life and brings you value and then build a Financial Plan around

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May 28
2 min

Financial Advice

The Pitfalls of One-Off Financial Advice

As you can see, there are always significant changes to the economy, investment markets and government legislation that require sound Financ

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Media Feature: What is an equity release for seniors and retirees? (InfoChoice)

May 20
2 min

Super & Retirement Planning

Media Feature: What is an equity release for seniors and retirees? (InfoChoice)

Michael Sauer was featured in this InfoChoice article discussing equity release options for seniors and retirees.

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How to be $60,000 better off utilising July 2024 Tax Cuts

May 9
1 min

Financial Advice

How to be $60,000 better off utilising July 2024 Tax Cuts

Michael Sauer CFP explains the benefits of saving your tax cuts rather than spending them!

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May 2
3 min

Financial Advice

How to get "rich"

In this blog, I am going to talk about the general characteristics of how to become wealthy!

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Superannuation Tax Planning for Non-Tax Beneficiaries

Apr 22
3 min

Super & Retirement Planning

Superannuation Tax Planning for Non-Tax Beneficiaries

This is a technical financial advice topic and general advice only. So, to help make it easier we offer an obligation free chat which...

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The Differences Between the Australian and United States Financial Systems

Apr 18
5 min

Financial Advice

The Differences Between the Australian and United States Financial Systems

Prior to COVID, my wife and I had plans to move to the United States for a working holiday and I studied for my US CFP so that I could...

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Apr 15
1 min

Investing

Investing 101

Are you confused by investing or how your superannuation is invested? I break it down for you on my youtube channel. The video explains:...

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Apr 10
3 min

Investing

Ethical Investing Strategies and Benefits

Understanding Ethical Investing Ethical investing, also known as socially responsible investing (SRI) or sustainable investing, involves...

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Apr 9
1 min

Financial Advice

Stage 3 Tax Cuts Strategies

From 1 July 2024, we are all getting a tax cut. For illustrative purposes, those earning $80,000 per annum will pay $1,679 per annum...

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Media Feature (CBD News): Superannuation on paid parental leave – a win for all

Apr 4
1 min

Financial Advice

Media Feature (CBD News): Superannuation on paid parental leave – a win for all

We all know that when superannuation is paid on top of government-funded paid parental leave, it's a win for all parents, however find...

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How you can have TOO MUCH money in your personal name in retirement

Apr 4
2 min

Super & Retirement Planning

How you can have TOO MUCH money in your personal name in retirement

Ok, I know this sounds like a good problem to have, but it’s not from a tax perspective. Each member of a couple can have a maximum of...

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