Source Wealth Financial Planning - Chadstone (VIC)

5 /5 Steve Taylor: We found Michael and Source Wealth Financial Planning through friends who have been extremely happy with the advice and service they received. Michael has been absolutely brilliant to work with from the beginning. He is a total professional, and the way he uses soft skills to communicate and empathize with us makes every interaction low stress. I can highly recommend Michael to anyone looking for financial advice.

5 /5 Annemarie Marshall: My Mum recently sold her home and had entered into an aged care facility. It was essential for me to find someone who understood the aged care pathway of payment and how best to manage my Mums finances that are best suited for her needs. Michael was professional, efficient and thorough in explaining the various options available. He provided sound advice which my Mum was happy with. Michael communicated in a timely and efficient manner. He was always punctual to our meetings and hospitable. I would highly recommend Source Wealth Financial Planning

5 /5 Dan Anh 2: Very happy with our initial consultation. Michael took the time to meet up and understand our financial situation. Even though we are not suitable for financial services at this stage, Michael gave us very useful advice and some tips to reach our goals. Thank you Michael and the team for your service. Appreciate your sharing today!

5 /5 Fiona Carroll: Michael from Source Wealth has been fantastic in helping us organise our finances. His advice is clear, practical, and tailored to our needs. He makes financial decisions easy to understand and has helped us achieve our money goals. We’re incredibly grateful for his expertise and highly recommend him to anyone looking for reliable financial guidance.

5 /5 Cyril Lim: I recently worked with Michael at Source Wealth, and I wanted to share my positive experience. He was thorough and really took the time to understand what I’m hoping to achieve financially. It wasnt just a quick overview; Michael explained things clearly and gave me some really helpful advice that I actually found easy to digest. I felt really supported throughout the whole process and landed with a solid plan. Highly recommended.