Live WealthyTM

Find out how we can help

5 star reviews

WE’RE HIGHLY RECOMMENDED BY OUR CLIENTS

5.0 stars from 49 google reviews

Enjoy peace of mind with our Live WealthyTM approach…

Move beyond uncertainty and set your sights on financial success.

No matter what financial stage you’re at, our team of expert financial advisors are here to help you

Move beyond uncertainty and set your sights on financial success.

No matter what financial stage you’re at, our team of expert financial advisors are here to help you

Gain greater insight into all aspects of your financial world.

With our financial advice and planning, overcoming financial challenges and achieving your personal goals is made easy.

Learn about the different areas of financial advice

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

everyday families
everyday families

Gain greater insight into all aspects of your financial world.

With our financial advice and planning, overcoming financial challenges and achieving your personal goals is made easy.

Learn about the different areas of financial advice

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

Find a partner who understands the financial challenges you face

Find a partner who understands the challenges you face.

Our team of expert financial advisors will help you navigate life’s big encounters with experience and financial confidence.

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

Access advice and planning that’s in your best interests.

Our approach to advice is steady, supportive and always focused on helping you achieve your goals, whatever they may look like.

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

Access advice and planning that’s in your best interests.
Access advice and planning that’s in your best interests.

Access advice and planning that’s in your best interests.

Our approach to advice is steady, supportive and always focused on helping you achieve your goals, whatever they may look like.

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

Implement a practical pathway for reaching your goals

Implement a practical pathway for achieving your goals.

We pair our financial plans with ongoing expert advice to provide you a stress-free and supported roadmap for reaching your goals.

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

Start tackling life’s journey with complete confidence

Learn how during your free consultation

Book your initial obligation and cost-free consultation

Build on your Financial Success with industry leading support

Build on your Financial Success with industry leading support

guide our clients to achieving their dream financial future

We guide our clients to achieving their dream financial future

Benefit from expert financial advice backed by years of experience guiding you to achieve the most from your financial future.

connect our clients with the tools to track their progress

We connect our clients with the tools to track their progress in real-time

We bring together your entire financial world so you can review your progress towards your desired goals at any time.

ensure our clients plans continue to adapt as their lives change

We make sure our clients’ plans adapt as their lives continue to change

As you encounter new, and often unexpected financial challenges, we work with you to keep your plan updated and your goals on track.

“In the time that we have known and dealt with the Wealth Seekers team, we have experienced professionalism, courtesy and great service. Adrian and Ryan bring a depth of knowledge and wonderful advice. Wealth Seekers are the reason we now feel financially secure in our coming years. ” – Mario Collura

Enjoy a Personalised Approach to financial advice

Enjoy a personalised approach to advice

“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

Getting started with Wealth Seekers is easy…

and we’ll ensure you are informed and empowered every step of the way.

Getting started with Wealth Seekers is easy…

and we’ll ensure you are informed and empowered every step of the way.

1

Schedule a call

Simply fill in and submit the appointment booking form and one of our friendly staff will be in contact with you.

2

Let us know more about you

You’ll be emailed a link to our secure Online Fact Find. Once completed, we’ll call you to discuss your next step.

This helps us customise the appointment based on your unique circumstances, to ensure you get the most benefit.

3

Meet with an Advisor

Come to our office in North Brisbane and start your wealth creation journey!

Based interstate or regional? Not a problem, we use Zoom Meetings. All you need is a computer or iPad and an internet connection.

What to expect once you’ve scheduled your call…

The initial phone conversation

We know it can be hard to find the right financial adviser to work with. Many advisers use confusing jargon that leaves you uncomfortable and itching to escape. Don’t worry. That’s not us.

During our initial call, we’ll answer any questions you might have. We’ll find out a bit about your situation, the challenges you face and the goals you have. This isn’t a high-pressure sales call. It’s a chance to see if we’ll work well together.

Meeting your advisor for the first time

An advisor can meet you in our north Brisbane office or come to you. Now, the planning process begins. We’ll learn more about your situation and your goals. We’ll look closely at your financial strengths, opportunities and challenges. And we’ll start to talk about the strategies and options that might become part of your financial plan.

This first meeting is guided by your personal goals and is different for everyone. Our advisors pride themselves on their ability to listen and hear what you have to say first and foremost, absorbing all important variables beyond just finance.

Developing your unique plan

After meeting with you one-on-one, we tailor an individual roadmap to achieve your lifestyle goals and financial desires.

Our team will work together to prepare your financial plan. We’ll call upon our extensive years of experience and skill in financial advice, utilising the many structural opportunities to achieve savings in tax, duties, bank interest, product fees, professional fees and risk. The compounding effect of combining multiple strategies with intelligent investing can be significant.

Your researched options will be supported with modeling and projections, and form recommendations that are the right fit for you.

Presenting your financial plan

After examining every detail, we’ll meet with you to present our plan. This is where we really come into our own at Wealth Seekers. We explain all components of our plans in the simplest and most digestible manner.

Your advisor will take the time to explain how your plan will help you reach your goals from where you are right now. Decisions and signatures aren’t rushed, questions are welcomed, and our advisors pride themselves on providing clear and honest answers.

We believe the outcome is only part of our purpose. We’re just as committed to building financial understanding as we are to building financial results.

Proceeding with the advice

If you’re confident in our proposal and want to invest in our plan, we’ll begin work putting your plan into action. We’ll organise paperwork and documentation, and double-check everything before it’s submitted. Implementing your plan takes time, roughly 1 to 2 months before all elements are in place and underway.

Where To From Here? Financial growth and security.

By investing in a financial plan at Wealth Seekers, you can be confident that all risk mitigation parameters have been endorsed. As your portfolio develops, we will keep in contact to inform you of any adjustments or decisions, as well as opportunities we believe are fitting of your finances.

Are you ready to Live WealthyTM

Are you ready to
Live WealthyTM

Book your free appointment

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“Wealthseekers have been incredibly helpful with helping us organise our financial future and getting a plan together that is shaping the way we approach business/financial decisions. They are always prompt with replying/returning calls and emails- which again, is always extremely helpful.” – Morgan Collura

“As an accountant, I have the confidence to entrust the Wealth Seeker guys with the needs of my clients, regardless of where they sit in the wealth accumulation cycle.” – Chris Wheatley