Important News For Health Professionals
Who Want A Realistic Financial Plan To…
5 stars from 75 google reviews
Like many health professionals who are often more focused on their patients than their own wellbeing, are you starting to wonder how you will maintain your lifestyle when you stop working?
Are you happy to pay your fair share of tax (and you know you do), but want to take advantage of responsible savings where you can (especially if redirected taxes, fees and interest can improve your financial position)?
While you’re busy working hard, do you wonder if your money is working as hard as it should be (and if there may be ways to optimise your investments for greater returns without increasing risk)?
Do you sometimes second guess purchases, wondering if you should put that money towards your future instead — but at the same time know that you can’t save your way to wealth? Want to know how you can ‘live wealthy’ now and still prepare for retirement?
…to maintain (or exceed) your lifestyle when you retire, without giving up (or feeling bad about) any current luxuries
Over the past 10 years, our team has helped more than 100 health professionals 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.
As a health professional, you know you’re a target for ambitious financial advisors who want your business. And a quick Google search shows you there are hundreds in Brisbane who 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:
Traditional financial advice often urges you to “spend less and save more”. Not only is that advice limiting, it inhibits the lifestyle you deserve for working so hard. 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.
No matter your current income, every health professional has different needs, different dreams and a different starting situation. So, we begin by listening (without judgement). Then we create a customised plan to ensure you can maintain your income in retirement without compromising the present.
Like most health professionals, you probably don’t have time to read hundreds of books or keep up to date with the constant, complex changes in the investment market. But at the same time, you know you should never invest in something you don’t understand. We give you the facts you need – without the waffle and without the hype. Then you’ll have the information you need to make confident decisions that take you towards achieving your financial goals.
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.
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.
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.
We know how hard it is for health professionals 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
We’ve been honoured to help more than 100 health care professionals 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.
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.
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.
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
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.
Pay thousands more than you need to
Save thousands and redirect those ‘found funds’ towards investments that multiply your wealth
A feeling of uncertainty about what you should do
A feeling of confidence about what you should do and the results you will enjoy
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)
Spend hours researching, deciphering, and executing your strategic option
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
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’... nowand when you retire
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.
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.
If you wish to request a complimentary Live Wealthy Consultation with an experienced wealth planning specialist, complete the form on this screen. A member of our team will contact you to book your free consultation.
5.0 stars from 75 google reviews
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Unit 7 / 7 Hudson Road
Albion, QLD 4010, Australia
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© Wealth Seekers Family Financial Planning 2021 | Your Goals Brought to Life
Wealth Seekers Financial Services Pty Ltd ACN 622 190 925 is a Corporate Authorised Representative (No. 001259408) of Financial Masterplan Pty Ltd ABN 88 133 306 251 AFSL No. 344628. General Advice Warning: The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Financial Masterplan Pty Ltd Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Financial Masterplan Pty Ltd nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
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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?
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 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.
- 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?
Protect my lifestyle
If something happens, like getting sick or injured, the last thing you want to worry about is your finances.
- 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?
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.
- How much can I borrow?
- What are the costs and risks?
- Could alternative approaches to investing in property be suitable for me?
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.
- What debts do I have and what do they add up to?
- How much interest am I paying?
- Should I consolidate my debts?
Give my kids 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.
Be 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.
- What am I saving for and how much do I need?
- Are my debts under control?
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.
- Do we have a household budget and savings plan?
- What are our goals and financial needs?
- Is our financial paperwork in order?
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.
- Am I across the upfront and ongoing costs?
- Are there any government entitlements I may be eligible for?
Simplify your finances
Simplifying and streamlining your financial life could help make it easier to keep track of and grow your money.
- Have I got direct debits set up so my bills are paid on time?
- Would consolidating my debts make things easier?
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.
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There is no cost or obligation to use our services. Simply complete your details and a member of our team will attend to your enquiry.
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