ABOUT OUR COMPANY

Welcome to
Wealth Seekers

We are all about helping families with clear goals realise their ideal future

We are all about helping families with clear goals realise their ideal future

Why we do what we do

Ryan Wood
Co-Founder of Wealth Seekers
BBus (Mkt), Dip Mkt, CEA (REIQ)

Adrian McPhee
Co-Founder of Wealth Seekers
BCom (Acct), LLB, Dip FS (FP), Adv Dip FS (FP)

Financial confidence Starts here

Wealth Seekers helps people create a strong and secure financial future.

Making decisions about how to get the most from your money can feel complicated, even overwhelming. While you’re juggling what’s most important day-to-day, it’s easy to postpone decisions about your financial future.

But there’s no better time to start than right now. While you’re working, your superannuation and other assets are growing in value. This is the time to make smart decisions that benefit you and your family in years to come.

The team at Wealth Seekers believes that everyone has this opportunity to seize. We provide financial strategies, advice and services to help people gain the understanding and confidence to reach their financial goals.

“While you’re working, your superannuation and other assets are growing in value. This is the time to make smart decisions that benefit you and your family in years to come.”

Our key benchmarks for measuring success

We set high standards for our performance. We ensure that our financial advice and services are of exceptional quality by testing that they meet these criteria:

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Quality: Ensure clients receive the highest standard of financial advice for the achievement of their goals.

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Service: Provide an uncompromising commitment to client service and long-term client relationships.

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Transparency: Guarantee timely, consistent and informative communication with clients and key partners.

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Accountability: Set an uncompromising standard for business practices, expectations and results.

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Excellence: Continue to strive for excellence in all aspects of research, planning, advice and delivery.

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Passion: Attract and retain the highest calibre of people who have a passion to drive us forward as an industry leader.

Integrated services, Financial advice you can trust

Wealth Seekers was founded by Adrian McPhee and Ryan Wood in January 2018. Together, Adrian and Ryan have more than 10 years of experience in the financial planning industry.

They know that when a client chooses a financial adviser, they’re investing trust and time into that relationship.

That’s why Wealth Seekers provides a complete range of integrated financial services. When you work with Wealth Seekers, there’s no need to forge connections with different financial, accounting, property and banking professionals. Talking to just one person about all of your financial matters brings convenience and peace of mind.

Adrian and Ryan are determined to ensure that their client’s best interests remain at the foundation of Wealth Seekers.

For this reason, Wealth Seekers isn’t aligned with any particular financial brand or product. Products are only recommended after they’ve been checked and compared to ensure they’re the best suited to the job.

Adrian and Ryan are determined to ensure that their client’s best interests remain at the foundation of Wealth Seekers.

A team of experts ready to guide you

Wisdom to help you achieve more

At Wealth Seekers, the journey matters just as much as the destination. Decisions and signatures aren’t rushed, because the outcome is only part of our purpose. We’re just as committed to building financial understanding as we are to building financial results.

The team at Wealth Seekers believes that knowledge and insight should be shared generously. In client meetings, we take time to understand your circumstance, needs and goals. Questions are welcomed, and answers are clear and honest.

We objectively assess your financial situation, celebrate what’s working well and create strategies to build on your success. And we won’t recommend changes you don’t really need.

“We take time to understand your circumstance, needs and goals. Questions are welcomed, and answers are clear and honest.”