WHO WE WORK WITH

We help people who are committed to their goals

Hear what clients are saying about us…

Dale & Minda | Clients of Wealth Seekers

Hear what clients are saying about us…

Meet Jim | a client of Wealth Seekers

Meet Estelle & James | Clients of Wealth Seekers

Our clients have clear goals for the future

At Wealth Seekers, we work with everyday Australians who are focused on building a future for themselves and their children. Some have young families, or are preparing to start a family. Others have teenagers or adult children who have left home.

They’ve achieved success in their career and now they’re ready to plan for a strong financial legacy and comfortable retirement. They’ve got clear goals for the future and a commitment to making consistent financial improvements over time.

We can help you take a smart, strategic approach to building wealth and security

Just like you, we’re committed to long-term success. We work hard to build lasting relationships with our clients, making it easy for them to implement and manage their financial strategy consistently.

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Wealth Seekers reviews: Shared by our clients

Tony Mason
Tony Mason
07:25 21 Jun 19
We engaged Ryan from Wealth Seekers to assist us in finding an Investment property for our self-managed super fund and he was absolutely fantastic. The whole process would have been difficult without the knowledge, experience and advice that Ryan had to offer. He provided us with extensive information about the property market in Brisbane, as well as thorough research to support each of the properties that were recommended. With his help we were able to secure the perfect investment property for our SMSF, and I would have no hesitation engaging his services again for future investment properties.
Lash Moodley
Lash Moodley
07:51 13 Jun 19
Finance can be dauntingly ugly place sometimes, especially when your starting out and trying to work out your potential in it all. The guys at Wealth Seekers, Ryan and Adrian have been brilliant in their guidance. Always positive and constantly make themselves available without delay. The level of service is a rare commodity.
Philippa Elford
Philippa Elford
03:27 26 May 19
Adrian McPhee of Wealth Seekers has been looking after our affairs and is very thorough, diligent and focuses both the smaller and larger financial matters with equal attention. Adrian’s professional approach to our meetings coupled with his obvious grasp on all factors that do, or could, impact on our savings provides me with an continued sense of financial security. We have watched the value of our assets increase under Adrian's direction and have no hesitation in recommending him to anyone seeking Financial Planning Advice. The support staff we have dealt during our time with Wealth Seekers have always been polite and helpful and a pleasure to deal with.
Steve John
Steve John
12:35 08 May 19
I have recently purchased my first investment property and am happy to say Ryan from Wealth Seekers was a fantastic source of information and assistance when it came to the actual property selection and finally the purchase of a property. I found Ryan to be patient, approachable, professional and most of all very helpful through the whole process and continues to be someone I can pick up the phone and call if I have any questions around my investment. I would have no hesitation highly recommending Ryan and Wealth Seekers. Thanks Ryan appreciate your assistance and support.Steve C
Estelle Roux
Estelle Roux
10:17 26 Mar 19
Professional and friendly! Ryan and Adrian have helped us buy our first home/investment property and talked us through the entire process. Everything is transparent and there is no hidden fees. Their advice was tailored to our (unique) situation and they've nicely answered to every single one of my questions.You'll be surprised by how much you can learn from them. I really recommend you have a chat with them, whether you are an experienced investor or an absolut beginner like us!
Jodie Crum0
Jodie Crum0
04:23 22 Mar 19
I really appreciated the support and help from the team at Wealth Seekers. Adrian explained things really well and went out of his way to help my situation. I felt confident that Wealth Seekers would help me sort out my superannuation and insurances and they did, consulting with me all the way. I have already recommended them to friends and family.
Minda Lennon
Minda Lennon
10:07 20 Mar 19
I can highly recommend Wealth Seekers for anyone wanting to take control of their finances and/or set up a self managed super fund but don't know where to start and want reassurance on the best way forward. From our first point of contact with Adrian and Ryan, we felt heard and confident we had chosen the right people and company to guide us through what we perceived to be a complex decision. The advice we were given was detailed and delivered empathetically and we were reassured at all points of uncertainty. Choosing Wealth Seekers to help us take control of our financial future was one of the best decisions we have made.
Michelle campbell
Michelle campbell
07:33 20 Mar 19
My partner and I had a wonderful experience with Wealth Seekers. We really took our time before deciding on who we would choose to help us with our financial planning. We met with a number of businesses before deciding on Wealth Seekers, and we are glad we did. The team were very hands on, answering all our questions, explaining everything, guiding us through the important decisions and always being available when we needed them. Wealth seekers pricing was very competitive and excellent value for the guidance and support we received. We are so happy with the advice, our SMSF and the amazing support we received. I say this with absolute confidence, if you are thinking about getting advice, this is the company to talk to.
Glyn Weatherall
Glyn Weatherall
23:16 19 Mar 19
I believe whole heartedly everyone needs to take responsibility for their financial future and their financial well-being. We can't just rely on our super funds to take care of us in retirement. The team at Wealth Seekers played an important role in helping us look beyond the day to day bills and mortgage repayments, and understand what we can achieve if we set our sights on longer term goals. We were initially nervous about investing and unsure of the best way to improve our current financial position. The team at Wealth Seekers were able to guide us step by step through the strategies for creating a secure financial future. Big tick from us!!
Chris Wheatley
Chris Wheatley
01:59 15 Mar 19
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
Chris Wheatley
23:51 14 Mar 19
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.
Matthew Venamore
Matthew Venamore
10:05 13 Mar 19
My wife and I recently interviewed several financial planners over a long period of time as we wanted to find someone who we could not only trust, but also someone that we felt comfortable working with. Since our very first meeting, 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, in easy to understand terms. The extent of the financial plan Adrian provided was amazingly detailed. Price is fantastically low, especially for the amount of effort he goes to and he works around our availabilities. We couldn't be happier. Thank you.

Are we the right financial advisers for you?

We understand that when you start working with a financial adviser, you’re investing time and trust into a new, and very important, relationship. It’s not something you take lightly, and neither do we.

That’s why we offer all our clients an initial meet and greet, with no cost or obligation. We’ll explain our approach, and you can get to know us a little better.

We might be the right advisers for you if:

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You want to talk to an adviser who answers your questions and shares their thoughts openly

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You want to get to know your adviser and work with them over time

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You’re clear on your priorities, for now, and the years ahead

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You want to keep all your financial details and arrangements in one place

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You realise financial results take time and you’re ready to get started

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We might be the right advisers for you if:

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You want to talk to an adviser who answers your questions and shares their thoughts openly

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You want to get to know your adviser and work with them over time

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You’re clear on your priorities, for now, and the years ahead

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You want to keep all your financial details and arrangements in one place

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You realise financial results take time and you’re ready to get started

Talk To Us