OUR PROCESS

We support your financial growth over time

Our approach to financial management is strategic, steady and supportive. We know you’ll see the best financial results by committing to a strategy over months and years.

statement of financial advice

Our process begins with a comprehensive strategic plan. We’ll help get your financial arrangements into place, then monitor the results. We can also help you manage your finances into the future, to help your wealth grow as planned.

Your steps to a secure financial future

1.

Let’s start with a call

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.

On our 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.

Talk To Us

2.

We’ll meet when you’re ready

We can meet you in our 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.

We believe everyone should be able to explore their financial options risk-free. We offer this first meeting at absolutely no cost or obligation, so that you get the time you need to decide whether you’re ready to work with us.

3.

We’ll prepare your strategic financial plan

Our team will work together to prepare your financial plan. We’ll research your options, with modeling and projections, and form recommendations that are the right fit for you.

4.

We’ll present your strategy

We’ll meet you again to talk about your strategy. We’ll explain how it will help you reach your goals from where you are right now. We’ll answer any questions and talk through the details.

5.

We’ll make your strategy a reality

When you’re happy with your financial plan, we’ll start to put your plan in place. We’ll organise paperwork and documentation, and double-check everything before it’s submitted.

6.

We’ll monitor results to keep your plan on track

We offer ongoing management of your financial strategy to help you keep everything aligned for optimum performance.

Wealth Seeker’s advice is measured by strict criteria

blue text

Considers all areas of your financial situation

blue text

Aligns to your goals and improves your financial position

blue text

Delivers sustainable long-term financial change

blue text

Is cost effective on all fronts

blue text

Is comprehensively researched and in your best interests

blue text

Is delivered in a consultative and transparent way

blue text

Reduces financial complexity and administrative burden

blue text

Encourages greater financial engagement

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.

Talk To Us

Wealth Seeker’s advice is measured by strict criteria

blue text

Considers all areas of your financial situation

blue text

Aligns to your goals and improves your financial position

blue text

Delivers sustainable long-term financial change

blue text

Is cost effective on all fronts

blue text

Is comprehensively researched and in your best interests

blue text

Is delivered in a consultative and transparent way

blue text

Reduces financial complexity and administrative burden

blue text

Encourages greater financial engagement

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.

Talk To Us