Rated 5 out of 5
Wealth Seekers helps you align and simplify financial management by bringing together strategy and financial services.
Delivering clear, cost-effective advice to help you reach your financial goals.
Wealth Seekers helps you align and simplify financial management by bringing together strategy and financial services. Delivering clear, cost-effective advice to help you reach your financial goals.
When you take stock of your financial affairs, you might find different things happening in different places. Your super, savings, mortgages, accounting, investments and insurances might all be managed by different institutions, isolated from each other.
It’s a common situation. But the truth is that everything involving your money should be working together. They should be united by a shared strategy and interconnected in a way that amplifies results.
At Wealth Seekers, we provide integrated financial services to make sure you maximise what can be achieved with your money.
At Wealth Seekers, we start by understanding your goals and financial opportunities, then craft a strategic plan that will work for you.
We learn about your priorities, from your family and lifestyle to your dreams for the future. We get a clear picture of where you are now, then chart a path forward to reach your goals. We’ll carefully research and compare all of your options to make sure our recommendations deliver real financial results.
Many people feel nervous about getting financial advice. Talking about money can be confronting, confusing and even intimidating.
So, we understand that working with a financial adviser takes time and trust. You’ll find that our advisers are sincere and generous with their time. We’ll help you build financial confidence as well as financial success.
We meet you to learn about your financial and personal goals, and create a detailed picture of your current financial situation.
We prepare your plan, bringing together the strategies that will best serve your goals.
We meet with you again to present the plan, explaining our advice thoroughly so that you’re completely comfortable with what’s mapped out.
Learn how we can help you achieve your financial goals. Book a consultation that’s completely cost and obligation free.
No more sleepless nights. We’re passionate about helping people get more confident in money matters. Use our toolkit to learn how you can achieve more with your money.
We work with clients who have achieved success in their work but know they could be doing more with their money. They’ve been paying off a home and growing superannuation, but they’re wondering if they’re doing everything they should to secure their financial future.
Now, they’re committed to improving their financial situation consistently over time.
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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.
My partner and I had a wonderful experience with Wealth Seekers. We really took our time before deciding on who we would choose to help us with our financial planning. We met with a number of businesses before deciding on Wealth Seekers…
I have engaged several different financial advice firms in the past and I have been consistently underwhelmed by the cookie-cutter, product-driven approach to financial planning that I have received. That all changed, however, when I met…
Working with Wealth Seekers really does feel like a partnership. The team really cares, and there is a genuine sense that the whole team is working to help achieve my goals. I feel a lot more certain about my future and retirement through…
Brilliant service, great attention to detail and all-in-all a very personable team delivering excellent advice. You have been so easy to work with and you really fitted in with my busy schedule. Thanks Wealth Seekers – highly recommended.
We were referred to Wealth Seekers from friends who are clients of Wealth Seekers already. We can only say the experience has been amazing and we’ve also referred family since. We are so excited about our finances and simply the attention…
My experience so far with Wealth Seekers has been fantastic. Knowledgeable, professional and very patient. I found Adrian super helpful in helping me to understand the different areas of my super, and what options were available to me and…
We have been beyond impressed with Wealth Seekers. We were hesitant at first to seek out a financial advisor, but the team are extremely professional and trustworthy. We were provided with a great plan and all our questions answered in a…
Looking forward to a future that has us moving in the direction we need to go! Adrian, Sunny and the team have been fantastic, and they have made the whole process very easy to navigate!
From the beginning, Wealth Seekers have been both informative and professional. All the people we have dealt with made us feel at ease and confident with the financial decisions we were making. At no time did we feel pressured, rather they…
I have found the team at Wealth Seekers to be very knowledgeable and professional with a deep understanding of the financial services and strategies required to create sustainable financial future . Solid and trustworthy, I highly recommend them.
We have nothing but good things to say about the people at Wealth Seekers. From the beginning they’ve been very helpful. We can contact them at any time and nothing has ever been a hassle for them. The people we’ve dealt with have been…
I just wanted to let you guys know that you do a really good job and I’m glad I decided to work with you. I met with a number of advisers and always felt spoken at, never listened to, and these were the advisers who wanted to charge me…
Unit 7 / 7 Hudson Rd Albion QLD 4010
GPO Box 1513 Brisbane QLD 4000
Phone: 1300 122 488
Email: [email protected]
© Wealth Seekers Family Financial Planning 2019 | Your Goals Brought to Life
Information provided by Wealth Seekers is general in nature and does not take into consideration your personal financial situation. It is for educational purposes only and does not constitute formal financial advice. Before acting, you should consider seeking independent personal financial advice that is tailored to your needs.
Wealth Seekers Group Pty Ltd is a multifaceted business that provides a number of services including Financial Advice, Tax Advice, Mortgage Broking and Property Investment Advice. Wealth Seekers Financial Services Pty Ltd is only authorised by Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523 to provide Financial Services only.
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