Source Wealth

29/09/2026

If you are interested in buying property in an SMSF it is crucial you speak with a Financial Planner first to make sure it is a wise decision, particularly now that residential property acquisitions funded through loans have been banned on new property purchases.

22/09/2026

18/09/2026

HECS/HELP debt feels like a burden, however, as far as debts go it is one of the best as interest is only charged at inflation which has averaged only 2.7% - a much lower rate than what you could earn in other types of investments or paying off other higher interest debt.

General advice only.

10/09/2026

Small Business Owners can obtain valuable CGT concessions when selling and when their net assets (excluding home and super) are below the threshold and turnover is below $10m p.a. This applies even post the recent budget changes.

General advice only.

08/09/2026

Real client story: $8,853 more Age Pension. 👀

Swipe to see exactly how →

A couple in their mid-60s, one still working, one already retired. $750k in super, debt-free, $2M+ net worth. Ready to retire — but not sure they could really afford to relax and spend.

Sound familiar? That's most of the people who walk through our door.

We wound up their self-managed super fund, set up a proper retirement income stream, optimised their Age Pension with a Centrelink strategy, and mapped it all out to age 90+.

Result: thousands more in their pocket every fortnight, a downsized home funding decades more retirement, and every goal on the list achievable.

Same nest egg. Same retirement they wanted. Just the confidence to actually spend it.

If this sounds like you, link in bio for a free, no-obligation chat. 🤝

Case study based on a real client engagement, details adjusted to protect privacy. Figures are estimates only, not guaranteed — individual results will vary. General information only, not personal financial advice.

📍 Melbourne | Certified Financial Planner®

MelbourneFinance FinancialPlanner ClientWin RetireWithConfidence

03/09/2026

Investment Bonds can be tax effective for those on the top tax brackets, who may have used all of their super contribution cap space and/or have kids attending private high school. If you are in those categories, reach out to find out if they could be a good fit for your Financial strategy.

General Advice only.

01/09/2026

Do you know what insurances you need to protect yourself and your family?

We help:

1. Calculate how much you need
2. Pick the best insurer for you
3. Help you with the process should you need to make a claim.

General advice only.

25/08/2026

Our first appointment is all about your goals and objectives! This appointment helps determine what the Financial Planning strategy and recommendations should be.

24/08/2026

Debt Recycling could become much more popular post the budget changes, particularly for high income earners who want a low effort way to benefit from negative gearing.

General Advice only.