7 Areas of Advice

Investment Advice
1.

1. Investment Advice

Establish and grow your investment portfolio and begin securing your financial future.

We can help you figure out whether property, shares, or a mix of both, are the right investment choice for your financial situation and personal goals.

Investment Advice

Property Investment Advice

Share Investment Advice

Superannuation Advice

2. Superannuation Advice

Ensure your Superannuation performance is maximised and aligned to your financial goals.

We help you understand what Super is doing and how it can help you to meet your retirement goals. We also ensure that all your Superannuation is in one high performing fund that aligns with your long-term financial goals.

Retirement Planning

Superannuation Advice

SMSF Advice

SMSF Property Advice

Tax Planning Advice

3. Tax Planning Advice

Proactively structure your finances and investments to improve your tax savings.

We will ensure you’re meeting all of your tax obligations, while helping you to maximise the tax deductions you’re able to access based on your financial circumstances.

Accounting Services

Tax Advice & Structuring

Personal Insurance Advice

4. Personal Insurance Advice

Maintain your financial security even in unforeseen or unfortunate circumstances.

Personal protection is an important aspect of your overall financial plan that helps you to manage risk when growing your wealth. It also helps protect your assets and income from any unexpected events that may cause you to lose your capacity to provide for your family.

Personal Insurance Advice

Life Insurance Advice

TPD Insurance Advice

Income Protection Advice

Trauma Insurance Advice

Budgeting & Cashflow Advice

5. Budgeting & Cashflow Advice

Build confidence and grow financially with your budgeting and cash flow under control.

We can help you to create a manageable budget tailored to your situation and ensure that your cash flow is allocated correctly to help you meet your financial goals.

Financial Planning

Budgeting Advice

Cashflow Management Advice

Loan structuring and loan advice

6. Loan Structuring & Advice

Good debt structuring can help you pay off your loans sooner while growing your wealth.

Making the most of your lending requires more than just paying off a loan. Through loan prioritisation and structuring strategies – such as debt recycling and negative gearing – we can help you pay off your loan faster, while growing your wealth at the same time.

Home Loan Advice

Investment Lending Advice

estate planning advice

7. Estate Planning Advice

Protect the wealth you worked hard to grow and pass it on according to your wishes.

Estate Planning involves much more than having an up-to-date Will. We can help ensure that your assets are distributed in the most effective manner and without adverse tax consequences for your beneficiaries.

Estate Planning Services

With an experienced team to guide you, bringing together the right areas of financial advice for your situation is made easy

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“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