How Wealth Seekers Accelerates Your Progress Towards Financial Freedom

Over the past 10 years, our team has helped more than 400 busy families grow their wealth – faster and more securely – 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.

And while some advisors specialise in niche investments, our flexible and holistic approach gives you a faster, simpler, safer way to reach your financial independence, without sacrificing your lifestyle.

Reasons to Call Wealth Seekers
Your Family’s Financial Advisors

A quick Google search displays hundreds of Financial Advisors in Brisbane. Most appear to be similar in terms of qualifications, experience and fees. So, how do you choose?

Here are some of the reasons you may like to call Wealth Seekers your Financial Advisors:

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You’ll Get Progress Without Pain

Traditional financial advice often urges you to “spend less and save more”. Not only is that advice limiting, it leads to a pretty dreary family life. Instead, we help you uncover ‘found money’ in your taxes, fees and interest. And we redirect those funds towards investments so you can grow your wealth without sacrificing your current lifestyle.

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Flexible Advice That Is Customised
For Your Situation

Every family has different needs, different dreams and a different starting situation. So, we begin by listening (without judgement). Then we create a customised plan to help you prepare for the future without compromising the present.

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Education First

We believe you should never invest in something you don’t understand. That’s why we take time to show you how our strategies work. Then you can be certain you’re taking positive steps towards achieving your financial goals.

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Holistic, And Not Owned By A Bank

Unlike some advisors who are more like one-trick-ponies (sometimes even employed by the product providers they are recommending), we aren’t owned by a bank or institution. We draw from a range of strategies to ensure you get the best long term results without giving up your short term family goals.

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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.

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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 understand the fine print for FSGs, PDS, contracts etc…  And we’ll coordinate the paperwork, account creation, and implementation of strategies for you.

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We Come To You

We know how hard it is for busy families to research and visit potential advisors. That’s why we come to you. And your first meeting is 100% free and without obligation.

Click here to request a Free Consultation

Real Families Share Their Stories

Our team has helped more than 100 families 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

Your Options: An Eye-Opening Comparison

Making decisions about your financial future can feel a bit like a fork in the road. And it can be confusing to predict what may happen. Consider the difference this decision may make to your family – both now and in the future.

Without Wealth Seekers
With Wealth Seekers

Tax, Fees, Interest

Pay thousands more than you need to

Save thousands and redirect those ‘found funds’ towards investments that multiply your wealth

Financial Clarity

A feeling of uncertainty about what you should do

A feeling of confidence about what you should do and the results you will enjoy

Advisor Fees

Save a few thousand dollars in the short term, but potentially pay thousands more in tax, fees and interest, and suffer a significant shortfall in retirement

Use your superannuation to invest in advice today, and accelerate your wealth accumulation efforts so you can retire sooner or richer (or both

Admin Complexity

Spend hours researching, deciphering, and executing your strategic options

We’ll help you compare and contrast your different options. We’ll make sure you deeply understand all the fine print for FSGs, PDS, contracts etc... And we’ll coordinate the paperwork, account creation, and implementation of strategies for you

Current Lifestyle / Future Wealth

Sacrifice your current lifestyle by trying to spend less and save more - feeling constant guilt that you could (should) be doing more

Maintain (or improve) your current lifestyle and redirect tax, fees and interest to grow your investments so you can ‘live wealthy’... now and when you retire

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.

This Is Your Next Step

Towards a Faster, Simpler, Safer Way To Reach Your Financial Independence Without Sacrificing Your Lifestyle

Our process is simple and starts with a Free Consultation during which…
  • You’ll get a crystal-clear picture of your current financial situation (without a hint of judgement) including areas of tax, fees and interest that may be choking your financial growth
  • You’ll gain greater clarity over where you want to be and what you’d like your life to look like, and quantify how much money you need to save to achieve your financial independence
  • You’ll get an idea of how your situation compares to others (and what you can do to accelerate your financial progress without giving up your style of living)
  • You’ll discover targeted strategies that can save tax, interest and fees and different ways those ‘found funds’ can be directed to grow wealth
  • You’ll explore ways Wealth Seekers can give you a faster, simpler, safer way to reach your financial independence without sacrificing lifestyle, so you can ‘live wealthy’… now and when you retire

Please be assured, your consultation will not be a thinly disguised sales presentation. Rather, you will benefit from a comprehensive analysis of your specific situation and future goals. You’ll receive an overview of the strategic options that may fit into your financial plan. No hype, no obligation, and absolutely no pressure – guaranteed.

If you like our ideas, you may be interested in joining the hundreds of clients we work with to put these strategies into action. Alternatively, you can take the valuable information we give you and implement everything yourself.

You have absolutely nothing to lose. All we ask is that your consultation is limited to 60 minutes. Then it’s up to you if you’d like extra help, or if you’d prefer to take action yourself.

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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