Interested in joining the Wealth Seekers team?
Interested in joining the Wealth Seekers team?
We focus on delivering the best outcomes for our clients; driving growth in personal finances through cost-effective financial advice.
We hold ourselves and our team to the highest possible standards
We’re all in this together
We’re all different. We’re all equal. We build bridges, not walls. We have bad days. We make mistakes, and learn from them. It’s okay. We forgive ourselves and others.
Figure things out
Life is change, and we adapt. That’s how we grow. We say “Yes we can,” even if we’re not sure exactly how. We’ll figure it out. We want to look back and be amazed by how much we’ve grown.
Nothing is someone else’s problem
We pick up the trash we didn’t put down. Not everything is about us, and we succeed when people around us succeed. We want to stay small, no matter how big we get.
Be raw
We believe in radical honesty. We are open, vulnerable, no-bullshit, and straight to the point. We’re nice, but we’re not nice just to be nice. We say what we think, and think what we say.
Bring the chocolate
We want to exceed expectations. To give them more than they knew they wanted. Be the best at everything we do. Our standards are very high, and we work very hard to live up to them.
Life is short, enjoy it
Life is short and kind of ridiculous. We’ll all be dead soon. So why not enjoy it? We are stupid in a good way. Foolish in a better way. We are here, we’re alive, and it’s pretty damn great.
Personalised and knowledgeable A team of experts ready to guide you
The Financial Advisor
Adrian McPhee
BCom (Acct), LLB, Dip FS (FP), Adv Dip FS (FP)
The Property Specialist
Ryan Wood
BBus (Mkt), Dip Mkt, CEA (REIQ)
The Paraplanner
Sunny Ramesh
BEng (Mech), Adv Dip FP, Dip FP
The Client Manager
Deon Menerey
BHS
The Mascot
Gus Wood
Canis lupus familiaris
Personalised and knowledgeable A team of experts ready to guide you
The Financial Advisor
Adrian McPhee
BCom (Acct), LLB, Dip FS (FP), Adv Dip FS (FP)
The Property Specialist
Ryan Wood
BBus (Mkt), Dip Mkt, CEA (REIQ)
The Paraplanner
Sunny Ramesh
BEng (Mech), Adv Dip FP, Dip FP
The Client Manager
Deon Menerey
BHS
The Mascot
Gus Wood
Canis lupus familiaris
Find the Perfect Fit
We’ve got a lot of good people. But we want more. People who can help us grow, people who want to grow with us.
Associate Advisor
You will be responsible for supporting a team of Advisers with developing strategies that meet their client’s individual objectives, financial situation and needs. The role will entail helping the advisers manage clients, attend meetings complete all implementation and research, write a range of Strategies as well as be the first point of contact for their clients.
Client Services Manager
We are looking for motivated individuals, who enjoys helping people and are able to consistently deliver exceptional customer service in a accurate and timely manner. Financial Planning experience is not essential, as the right attitude, the ability to learn, adapt and deliver results in a fast paced environment is the key to success in this role.
