5 stars from 75 google reviews
Wealth Seekers Helps Queenslanders Legally Redirect Tax, Fees and Interest So You Can Grow Your Personal Wealth And Fast-Track Your Financial Independence
Teachers, police officers,
prison officers, scientists, etc.
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?
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:
‘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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
If you wish to request a complimentary Live Wealthy Consultation with an experienced wealth planning specialist, complete the form on this screen. A member of our team will contact you to book your free consultation.
5.0 stars from 75 google reviews
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1300 122 488 | Schedule a call
Unit 1 / 3 - 7 Days Road
Grange, QLD 4051, Australia
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Your online, personal financial management tool bringing all of your financial information together in one location.
© Wealth Seekers Family Financial Planning 2021 | Your Goals Brought to Life
Wealth Seekers Financial Services Pty Ltd ACN 622 190 925 is a Corporate Authorised Representative (No. 001259408) of Financial Masterplan Pty Ltd ABN 88 133 306 251 AFSL No. 344628. General Advice Warning: The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Financial Masterplan Pty Ltd Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Financial Masterplan Pty Ltd nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
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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?
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 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.
- 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?
Protect my lifestyle
If something happens, like getting sick or injured, the last thing you want to worry about is your finances.
- 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?
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.
- How much can I borrow?
- What are the costs and risks?
- Could alternative approaches to investing in property be suitable for me?
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.
- What debts do I have and what do they add up to?
- How much interest am I paying?
- Should I consolidate my debts?
Give my kids 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.
Be 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.
- What am I saving for and how much do I need?
- Are my debts under control?
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.
- Do we have a household budget and savings plan?
- What are our goals and financial needs?
- Is our financial paperwork in order?
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.
- Am I across the upfront and ongoing costs?
- Are there any government entitlements I may be eligible for?
Simplify your finances
Simplifying and streamlining your financial life could help make it easier to keep track of and grow your money.
- Have I got direct debits set up so my bills are paid on time?
- Would consolidating my debts make things easier?
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
There is no cost or obligation to use our services. Simply complete your details and a member of our team will attend to your enquiry.
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