Brand profile · Financial Services

Source Wealth

Source Wealth runs a Financial Services operation from Melbourne, Victoria. Privately held, at sourcewealth.com.au. It holds one address on record, all in Australia. It employs 1 person, on the record. It lists cashflow, tax planning and investing among its specialties. Two Australian registrations (ABN) are candidate matches. The record links five similar brands, most of them in Financial Services.

sourcewealth.com.au LinkedIn

Profile live Privately Held Founded 2023 2 registry matches ABN 1 office country
Registry match · ABR
Counted staff
1
self-reported 1–1 band
Founded
2023
3 years
Registry matches
2
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entities

1 brand → 2 possible registrationsThe join is a normalised name comparison against ABR. Treat every row below as a lead to verify, not as an established identity.

  • SOURCE WEALTH PTY LTD

    ABN51600991277

    WAMedium confidenceMatched on exact nameABR

  • SOURCE WEALTH PTY LTD

    ABN63671903165

    VICMedium confidenceMatched on exact nameABR

Legal entities

Source Wealth: 2 registry entitiesSource Wealth is linked to 2 registry entities: SOURCE WEALTH PTY LTD (ABN 51600991277, candidate); SOURCE WEALTH PTY LTD (ABN 63671903165, candidate).Source WealthSOURCE WEALTH PTY LTDABN 51600991277Candidate · Medium confidenceSOURCE WEALTH PTY LTDABN 63671903165Candidate · Medium confidence
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SOURCE WEALTH PTY LTDABN 51600991277
SOURCE WEALTH PTY LTDABN 63671903165
Confirmed matches0 of 2

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

At Source Wealth Financial Planning, our purpose is to be the trusted source you turn to for answering life's big questions.

We take the time to understand your circumstances, goals, and objectives, then tailor a financial planning journey to educate, inspire and create meaningful results.

Source Wealth is a goals based Financial Planning firm, which means we value success by the number of your goals and objectives that our advice strategies/services help you achieve.

Our Services include:

Show all 10 entries
  • Goal Planning & Modelling: We can help you define your dream life, plan for it and execute it.
  • Cashflow: We can help you save more and prioritise your spending on what's important for you.
  • Investing: We can help invest your money in a tax effective manner in line with reaching your goals.
  • Superannuation: We can help ensure your super is working hard by minimising fees & tax & maximising growth.
  • Life Insurances: We can help ensure you & your family are protected if you become sick, injured or pass away.
  • Retirement Planning: We can help you define what your ideal retirement looks like and advise on how to achieve it.
  • Tax Planning: We can help you keep more money in your pocket and increase the likelihood of reaching your goals.
  • Debt Management: We can help you pay off your debts quicker, and in the right order to maximise your wealth.
  • Separation & Divorce Advice: We can help you in or following a divorce to make good financial decisions on your new journey.
  • Personal Injury Advice: We can help you protect your claim proceeds with cashflow, investing and tax planning advice.

Specialties

All 10 specialties
  • financial planning
  • financial advice
  • cashflow
  • superannuation
  • investing
  • life insurance
  • income protection
  • retirement planning
  • debt management
  • tax planning

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AUWaterman Chadstone, UL40, Level 2, 1341 Dandenong Road , Chadstone; 741; Melbourne, Victoria 3148Primary

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Spending power

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Signals & hiring

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Financials

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FAQ

Which legal entities operate under Source Wealth?

Two Australian entities on the ABR: SOURCE WEALTH PTY LTD (ABN 51 600 991 277) and SOURCE WEALTH PTY LTD (ABN 63 671 903 165). Both medium confidence.

How many people work at Source Wealth?

1 counted staff profiles at January 2026, inside the self-reported 1 band.

Where does Source Wealth have offices?

One address on record, Australia only. Primary: Waterman Chadstone, UL40, Level 2, 1341 Dandenong Road, Chadstone, 741, Melbourne, Victoria 3148.

Has Source Wealth raised funding?

None linked to this brand.

What does Source Wealth list as its specialties?

Ten tags on the brand's own list, among them cashflow, tax planning and investing.

Which companies are listed alongside Source Wealth?

Five peer profiles on record: Skye and Luminosity Wealth.

What is Source Wealth's website?

sourcewealth.com.au