Looking For A Better Way To Grow Your Wealth?

  • Like many Australians, are you tired of hearing the same old ‘spend less, save more’ advice and want a more efficient way to grow your wealth and achieve financial independence?
  • Are you happy to pay your fair share of tax, but want to take advantage of responsible tax savings where you can (especially if redirected tax dollars can improve your financial position)?
  • Would you like smart ways to pay off your home sooner, so you can free up your hard-earned income for other investment options?
  • And like most people, do you wish there was a better way to grow your wealth without sacrificing your current lifestyle?
Many Queenslanders have similar frustrations. So, we’ve developed our Free Live Wealthy Consultation to answer your questions and help you grow your wealth without sacrificing your current lifestyle. Click the button below to get started.

The average person pays a significant amount in tax, fees and interest over their lifetime. What if you could redirect just 10% of that towards investments that contributed to your wealth?

How We Help People ‘Live Wealthy’ … Now And When You Retire

For more than 10 years, our team has been demystifying financial planning and helping more than 400 clients grow their wealth without sacrificing their current lifestyle.

Unlike other advisors who focus on ‘spend less, save more’ strategies, we help you legally redirect tax, fees and interest so you can ‘live wealthy’ now and in retirement.

That’s right – our 3-lever financial planning approach can help you:

  • Uncover thousands of dollars a year in tax, fees and interest savings
  • Redirect these ‘found funds’ to boost your investments and grow your wealth
  • Optimise your investments so you can enjoy a better lifestyle now and in retirement
Despite what some say, you can balance the goals that are important to you – private schooling, family holidays, home renovations – and achieve meaningful progress toward your financial independence (whether in retirement or years earlier).

What Makes Wealth Seekers Different?

More Carrot Than Stick

‘Spend less, save more’ strategies can only get you so far. And frankly, they can make life downright dreary. We prefer to uncover and redirect savings in tax, fees and interest, so you can have it all now… and when you retire.

A Safe, No-Judgement Zone

Life doesn’t happen in a straight line. We all go through ups and downs. So, be assured, we won’t judge you for where you are today. We simply give you solutions to help you through the rough patches and get you where you want to be, so you can enjoy the ride and the destination.

Sensible Ideas, Explained Simply

Financial planning can sound pretty complicated – especially the way some experts explain it. We cut through the confusing jargon, demystify the process, and simply show you how to boost your personal wealth and retirement savings without sacrificing your current lifestyle.

Less Stress, More Understanding

If you feel overwhelmed at any time, don’t worry. We’ll help you compare and contrast all options available to you. We?ll make sure you deeply understand the fine print for FSGs, PDS, contracts etc… And we’ll coordinate the paperwork, account creation, and implementation of strategies for you.

Advice That Pays For Itself (Multiple Times Over)

Our promise to you is simple: If your Wealth Seekers plan is unable to demonstrate a financial improvement that easily covers our fees (multiple times!) you don’t pay. That’s our way of ensuring you get outstanding value from your investment in our wealth creation strategies.

Advice That Puts Your Best Interests First

The strategies you’ll receive will always be focused on helping you reach your goals, whatever they may look like. As well as being an accountable member of Financial Masterplan, our advice always passes the ultimate test: Is this the advice we’d give our own family? Yes it is – every time.

You Have Complete Peace Of Mind With Our Zero-Fee Guarantee

If your Wealth Seekers plan is unable to demonstrate a financial improvement that easily covers our fees (multiple times!) you don’t pay.
We always quote upfront in a transparent fashion. We’ll only proceed to the next step if we can clearly identify an opportunity to significantly improve your financial position. Of course, the anticipated outcomes will always outweigh the cost of implementation and management.

What Others Say About Us

Our team has helped more than 400 clients accelerate their journey towards wealth. Here are excerpts from some of their stories…

“Adrian and the team at Wealth Seekers have been incredible to work with.
They covered my financial situation and proposed ways to boost my financial position in an easy but professional manner that left me feeling secure about the future… Thoroughly recommend the team” – Matthew Fuller

We are so excited about our finances and simply the attention to detail has been outstanding. Wealth Seekers has changed our lives, and finances for the better.

- Deb Ritcher

Our dream investments are taking shape now, thanks to the team of Adrian and Ryan. they are very helpful all the way… I am recommending them to friends and colleagues.

- Donnah Alabata

Adrian and his team have gone to great lengths to not only understand our situation and explain their advice, but they spend time explaining financial concepts along the way.

- Matthew Venamore

Wealth Seekers played an important role in helping us look beyond the day to day bills and mortgage, and understand what we can achieve if we set our sights on longer term goals

- Glyn Weatherall
Read And Watch More Testimonials And Case Studies Here

Retire in style

Whether it’s travelling, community involvement or caring for family, we all deserve to live the retirement lifestyle we want.

 

Have you thought of the following:

    -  Will I have enough super?

    -  Will I be eligible for the Age Pension?

    -  Will I work less, stop working or do something different?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

retire in style

Pursue your passion

If a new hobby or interest comes with a sizable price tag, an ongoing financial commitment or takes time away from paid work, you’ll need to think about what you can do to make it a reality.

 

Have you thought of the following:

    -  What is my passion and what will it cost me?

    -  Do I have a budget and savings plan in place?

    -  Am I taking steps to minimise other debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Pursue a passion

Protect my lifestyle

If something happens, like getting sick or injured, the last thing you want to worry about is your finances.

 

Have you thought of the following:

    -  How can I prepare financially for a possible
       change in income?

    -  How can I stay on top of my expenses?

    -  Do I have savings or an emergency fund?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

protect my family

Invest in property

Whether you’re planning to be a first-time landlord or have been in the market for a while, thorough planning is important to making the right decision.

 

Have you thought of the following:

    -  How much can I borrow?

    -  What are the costs and risks?

    -  Could alternative approaches to investing in
       property be suitable for me?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

invest in property

Gain Financial Independence

Giving the children in your life a good start can often come down to participation in sports, music lessons or other extra-curricular activities.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

gain financial independence

Give my kids the best chance

Giving the children in your life a good start can often come down to participation in sports, music lessons or other extra-curricular activities.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

give them the best chance

Start a family

Whether it's good debt, bad debt or both—how and when you make payments could make a difference in the total cost of your loans. That could mean more money in your pocket to invest in your goals.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

start a family

Be debt free

Whether it's good debt, bad debt or both—how and when you make payments could make a difference in the total cost of your loans. That could mean more money in your pocket to invest in your goals.

 

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

become debt free

Save for something big

It could be a car, holiday, home, wedding or your child’s education—whatever you’re saving money for, organisation and a realistic timeframe could go a long way in helping you to achieve your goal.

 

Have you thought of the following:

    -  What am I saving for and how much do I need?

    -  Do I have a budget and savings plan in place?

    -  Are my debts under control?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

save for something big

Plan a future together

While you may already have shared financial commitments and joint bank accounts, setting yourselves up for the future requires some planning.

 

Have you thought of the following:

    -  Do we have a household budget and savings plan?

    -  What are our goals and financial needs?

    -  Is our financial paperwork in order?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Plan a future together

Buy a home

Buying a home is exciting, even though it’s a big financial commitment. That’s why preparation and readiness could be  the difference between make or break.

 

Have you thought of the following:

    -  How much can I borrow?

    -  Am I across the upfront and ongoing costs?

    -  Are there any government entitlements I may be eligible for?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

buy a home

Simplify your finances

Simplifying and streamlining your financial life could help make it easier to keep track of and grow your money.

 

Have you thought of the following:

    -  Have I got direct debits set up so my bills are paid on time?

    -  Do I have a budget and savings plan in place?

    -  Would consolidating my debts make things easier?

Close

Try our interactive goals planner

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

simplify your finances

Talk to an Accredited SMSF Advisor

Providing expert guidance for those looking to establish an SMSF

Speak to us today to see if an SMSF is right for you. Even if it’s not, our team of financial advisors will be able to guide you in the right direction.

 

No cost or obligation, guaranteed

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