Adrian McPhee 0

SMSF Advice

December 14, 2018

Who can run their own Self-Managed Superannuation Fund (SMSF)

As with other aspects of Self Managed Super Funds there are rules around who can be a Trustee or Director of your SMSF. Above all else, you must be able…

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Google Rating

5.0

Wealth Seekers

5.0

Maggie Moo

01:56 17 Aug 22

Adrian has been so helpful in helping us plan for retirement and navigating the options of investing through superannuation and the associated tax implications. He is very personable and knowledgable. We highly recommend him.

Kieran Hearley

00:33 08 Jul 22

Adrian and team helped me out with a suite of services to reorganize my families finances and future planning. Communication from word go was fantastic and he made everything so easy to understand and complete. Wealth seekers take care of everything for you and you can have piece of mind that all the technical stuff is taken care of. 10/10 would recommend!

Lesley Parish

03:12 31 Jan 22

I recently needed some urgent advice and a second opinion and luckily found Adrian's website. After speaking with him in length, checking into my problem and then getting back to me within the week to share his findings, I can confirm he has a strong moral need to help everyone with their financial issues and deserves the high praise found in the client reviews.

Lachlan Neumann

06:36 02 Sep 21

Adrian has been great to work with, he takes his time and gives solid advice. Thanks again

Justin Greedus

23:43 26 Jul 21

Wealth Seekers are excellent! We have wanted to revisit our financial planning situation for a number of years now and were recommended Wealth Seekers and couldn't have been happier. Adrian and Ryan's attention to detail and support during what was an even more challenging consolidation due to some legacy UK issues, has been nothing shortly of remarkable. They have consistently gone above and beyond to navigate these issues and answer many questions as we are new to SMSF.I would highly recommend them to anyone who is looking to review their financial position as their patience and communication will ensure you have a great experience investing in your financial future.

Kelli Stephens

02:52 11 Jul 21

I had been looking for an independent firm to provide financial planning guidance, when I came across Wealth Seekers. My experience with both Ryan and Adrian has been excellent, they have both been super helpful in providing professional unbiased advice and guidance.Adrian took the time understand my position, risk appetite, and explained options in an easy to understand way, before developing a financial plan tailored specifically to my situation.Ryan’s tolerance and diligence throughout my SMSF journey has been incredible.I would highly recommend anyone who is looking for honest and professional financial guidance to reach out to the team at Wealth Seekers, they are amazing!

Amanda Balmer

08:09 05 May 21

My wife and I had been looking for an LGBTIQ+ friendly company to help us make financial plans for our family when we were lucky enough to come across Wealth Seekers. They took the time to understand our family’s needs before tailoring a financial plan specific to us. We are both educated women but are by no means financial experts. We particularly appreciated them taking the time to explain our financial options in a way that was easy for us to understand. Adrian and Ryan are incredibly efficient and have maintained excellent communication with us throughout the purchase of our first SMSF property. Ryan’s diligence and attention to detail has resulted in him identifying over charges on our rates bill, saving us hundreds of dollars. My wife and I would strongly recommend this company to anyone wishing to start up a SMSF. We have had an amazing and stress-free experience so far and look forward to buying our next SMSF property very soon.

Toni Dance

07:42 30 Apr 21

Our experience with wealth seekers has been nothing other than exceptional. Both Ryan and Adrian have been so helpful and accommodating throughout our SMSF journey. I would highly recommend anyone who is thinking of starting a SMSF contact these guys as they are amazing!

James Trusler

14:40 08 Feb 21

Amazing team of passionate, knowledgeable and highly experienced people, My wife and I had the pleasurer of working with Adrian and Ryan from Wealth Seekers recently they both made the whole experience so easy and stress free, we couldn't recommend them enough.

Andrea Tewsg

04:58 12 Jan 21

Wealth Seekers is one of the few companies we have dealt with that have been an absolute pleasure to work with. Adrian and Ryan and fantastic professionals who are very amicable, thorough and determined to do the very best for their clients. They make you feel like you are their only client!Without hesitation I would recommend Wealth Seekers for all your financial planning. Within a short period of time we have diversified our portfolio, developed a SMSF as well as planned for future acquisitions. Due to the professionalism, work ethic and diligence of Wealth Seekers, the whole process has been efficient, timely and without stress. Our financial planning is now something we look forward to and get excited about.I have no hesitation recommend Wealth Seekers to everyone because I passionately believe that they will manage each person’s financial matters sincerely and comprehensively.

Lynette Mills

06:41 30 Sep 20

My husband and I have been working with Adrian for the past 18 months. We have found Adrian and his team to be professional, efficient and highly responsive to our financial needs. Adrian took the time to understand our situation, goals and appetite for risk, creating a plan that was suited to us. We've found Adrian to be confident about our financial future, but also honest and frank about what we can achieve. We are extremely happy and satisfied with the service provided by Adrian and would recommend Wealth Seekers to anyone looking for honest advice and professional financial advice.

Brendan Campbell

05:57 08 Jul 20

We decided to see a financial planner to finally get our long term finances and goals sorted and decided to see Adrian at Wealth Seekers and it has been the best decision we made regarding our long term finances. From the first meeting Adrian and his team were nothing but professional and took the additional time to explain the recommended strategy and how this would help us achieve our goals. We put in place the recommended strategy about a year ago it has been going extremely well and we are well on our way to putting in place the next major part of our strategy.I would highly recommend taking the time to meet with Adrian and his team to discuss anything finance and Im sure would see the benefits from what they have to offer along the friendly yet professional service Wealth Seekers can offer.

Noel Williamson

07:26 05 Feb 20

In my dealing with Ryan I found he was prompt, courteous, patient and professional. During the time Ryan helped us find our investment property he was always forthcoming with information and had our best interest at the forefront. I would recommend Ryan to anyone needing assistance in finding properties.

Jackie Williamson

03:07 23 Dec 19

We had the pleasure of having Ryan referred to us for the purchase of our first investment property. Ryan was the nicest person we dealt with through this whole process. We had lots of questions & still do even after settlement & it is never a bother to answers these or offer to help us along the way. Can’t recommend him high enough if you a looking for someone honest and hardworking.

carmela torres

23:40 11 Dec 19

Always there to explain things when all informations are overwhelming (as first time investors). They just don’t talk to you over the phone, they come in person to talk to you and explain stuffs that we don’t understand. Ryan is doing above and beyond with job. I w recommend this company 100%. They look after their customers very well... above expectations

ARLEN HIPONA

23:38 07 Dec 19

Adrian was recommended by my friend who already a client of wealth seeker. Its very daunting at the beginning. Not knowing where to start and what to expect. Adrian has been terrific and very patient in providing tailored service. He accomodate well what we need and we don’t feel pressured. Ryan was very knowledgeable too in looking for the right place.Both of them made an extra effort to make us feel that we were doing the right thing.Thanks to Adrian and Ryan, we found the perfect place to invest our SMSF.I highly recommend and will seek them again in the future. Well done guys.

Ma Eden Delos Reyes

01:13 28 Oct 19

Wonderful service, great people, very friendly, very thorough and trustworthy. Flexible to our busy schedule and always happy to give extra advice. Thank you very much team, you made things possible for us.Highly Recommended!!!!

Brooke Moore

01:10 12 Sep 19

These guys really look after their clients. Having worked with the Wealth Seekers team for a number of months now, I could not be happier with the level of service they provide. A huge thank-you to the advice team!

Kirthun Ramsingh

13:27 11 Sep 19

The patience and understanding that we received initially from Adrian and then from Ryan was phenomenal. For a financial services company their human touch and insight is incredible. Thank you all for such exemplary professionalism and becoming friends!!

Melinda Horne

07:21 03 Sep 19

I have had the pleasure of working with advice clients that have been referred from Wealth Seekers for the past 2 years and really value the extensive communication and client support that Ryan (from Wealth Seekers) facilitates. The level of knowledge, experience and friendliness is always above and beyond expectations and it’s clear that Ryan, and the team at Wealth Seekers, value their clients and the financial outcomes that they are working toward on their clients behalf. If you are seeking finance advice the team at Wealth Seekers will ensure you are informed and empowered every step of the way.

Amanda Drexler

04:00 20 Aug 19

We were very excited at the prospect of purchasing our first home, but at the same time very lost and full of questions. Ryan really listened to what we needed and what we wanted in our first home, and quickly had us on the right path with minimal stress. He was happy to answer any and all questions and point us in the right direction. It has been a great journey and I would definitely recommend Wealth Seekers Brisbane. Many thanks.

D Man Drexx

00:36 20 Aug 19

As first home buyers, we were somewhat lost as to where to start on the path to home ownership. Ryan with his wealth of experience not only found the perfect first home for us, he also navigated the road toward home ownership with a highly professional team of financial and legal agents. No question was too insignificant, no request too difficult. He was prompt and diligent in following up on every aspect of our purchase, and was always available to answer our calls and emails. We would have no hesitation in engaging Ryan and Wealth Seekers again in the future, and definitely recommend that anyone else looking to buy should make Ryan and the Wealth Seekers team the first port of call! Thanks so much!

D Man Drexx

00:36 20 Aug 19

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

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.

Lash Moodley

07:51 13 Jun 19

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

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

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

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

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

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

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

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

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.

Mario Collura

08:50 13 Mar 19

In the time that we have known and dealt with the Wealth Seekers team, we have experienced professionalism, courtesy and great service. Adrian and Ryan bring a depth of knowledge and wonderful advice. Wealth Seekers are the reason we now feel financially secure in our coming years. Do yourself a favour and make an appointment and talk to them about your financial future.

Jack Sargent

00:58 13 Mar 19

Our experience with Wealth Seekers was very positive, they provided ample documentation and explained it all to us. Adrian was always available when we called to provide additional information or explanations if required.

Matt Winley

23:21 03 Mar 19

I have nothing but praise for the team at Wealth Seekers. All their team are friendly and helpful, always ready to give advice and guidance. Very detailed orientated advisors and very knowledgeable. It was immediately clear from the first conversation I had with them how much they valued their clients and I feel the Wealth Seekers team has my best interest at heart.

Rex Wood

05:01 03 Mar 19

Very thorough, easy to work with and always available when I need to talk to someone. Highly recommended.

Dianne Jewell

06:43 09 Oct 18

I found it challenging to find a good financial planning company that I could trust to look after my clients. Following a number of discussions with Adrian McPhee, it was clear to me that he has a very thorough knowledge of the financial services industry and a genuine concern for the well-being of his clients. After discussing the specific financial planning needs of one of my clients, I felt confident enough to trust Adrian to put a plan in place which provides certainty around income, savings and age pension entitlements as my client enters retirement. Adrian worked closely with my client to clearly define his goals, lifestyle considerations and day-to-day spending needs. Adrian then developed a comprehensive financial plan with the team at Wealth Seekers that attends to all my client’s goals and objectives. I would highly recommend Adrian and Wealth Seekers to anyone who is looking for good honest advice and good value service.

Nick Francis

00:12 05 Oct 18

Ronald John

00:52 24 Sep 18

I have engaged several different financial advice firms in the past and I have been consistently underwhelmed by the cookie-cutter, product-driven approach to financial planning that I have received. That all changed, however, when I met with Adrian and the team at Wealth Seekers. They provided me with proactive advice and real solutions which were both strategically sound and structurally beneficial. They identified what I was doing that was good and where I needed to make improvements to achieve greater tax efficiency, capital growth and cash flow utility. They rebalanced my portfolio to better prepare me for retirement and they more than halved my superannuation fees and charges by moving me into a Self-managed Super Fund and streamlining my approach to investing. I couldn’t be more delighted with the service that I have received from Wealth Seekers and I would highly recommend them to anyone who is looking for a genuine, professional and well-researched approach to putting a financial plan in place.

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Wealth Seekers Financial Services Pty Ltd ACN 622 190 925 is a Corporate Authorised Representative (No. 1276988) of Strategic Financial Advisers Pty Ltd ABN 71 139 530 242 AFSL No. 535997. 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 Strategic Financial Advisers 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 Strategic Financial Advisers 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.

Who can run an SMSF Archives | Wealth Seekers

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Who can run an SMSF Archives | Wealth Seekers

Who can run their own Self-Managed Superannuation Fund (SMSF)

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WE’RE HIGHLY RECOMMENDED BY OUR CLIENTS

Advice Areas

Wealth Seekers

Who we are

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