Wealth Seekers

Reviews: Stories from our customers

5 star reviews

WE’RE HIGHLY RECOMMENDED BY OUR CLIENTS

5.0 stars from 41 google reviews

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

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 John

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.
– Philippa Elford

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.
– Tony Mason

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.
– Jodie Crump

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.
– Matthew Venamore

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!
– Estelle Roux

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.
– Michelle Campbell

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.
– Minda Lennon

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.
– Mario Collura

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!!
– Glyn Weatherall

These guys really take the hard work out of Superannuation. They give informed advice and clear communication and make the whole advice and planning process so much easier. Great service – cheers guys!
– Alyce Appelgren

Having come from an adviser who was a total disappointment, it’s been great dealing with Adrian and the team at Wealth Seekers. They are helpful, easy to get a hold of and go above and beyond to undertsnad your financial situation and formulate a plan to meet those requirements. Thanks for a great experience so far!
– Grant Sherwin

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.
– Matthew Winley

Extremely friendly and energetic team with exceptional standards on service. Always provides a high level of understanding and education. Highly recommend
– Samantha Strati

I can highly recommend Wealth Seekers. Very professional and knowledgeable. Great service and always willing to go the extra mile.
– Kris Stapleton

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.
– Jack Sargent

Our experience with Wealth Seekers was very positive, they provided ample documentGreat business and are always looking out for their clients best interests. Down to earth team, easy to talk to and they go above and beyond to help you achieve your goals.
– James Needs

Great team.. very patient and helpful with their client. highly recommended.. thank you
– Domingo Alabata

Wealthseekers have been incredibly helpful with helping us organise our financial future and getting a plan together that is shaping the way we approach business/financial decisions. They are always prompt with replying/returning calls and emails- which again, is always extremely helpful.
– Morgan Collura

our dream investment is 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
– Donnah Alabata

Highly recommend WealthSeekers to anyone that is looking at Self Managed Super Fund. Adrian and Ryan were very professional and went above and beyond when required. They made a complex process very simple for us and gave us solid sound advice pertaining to our situation.
– Dale Heath

Wealth Seekers are very professional and organised and easy to work with. I would recommend them to anyone who is looking for financial advice, a great company to work with all-round.
– Nick Cullen

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

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.
– Dianne Jewell

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

My husband and I were looking for a financial advisor for quite some time. I was very nervous about the whole process and having to place so much trust in a relative stranger. We met Adrian at a cafe and he spent over two hours patiently explaining the Wealthseekers process. He then came to our home several times and patiently built up my confidence. He was kind and considerate of my concerns. When setting up our SMSF portfolio and property selection, Ryan took the time to drive us to various areas to help us make an informed decision. We also had a great lunch too and ad an opportunity to get to know each other. He explained all the paperwork and listened to our wants. I know Adrian and Ryan will always look after our best interests. I have already recommended Wealthseekers to several friends and colleagues because Adrian and Ryan are genuinely good people. It is very obvious that their focus is on ur needs and our future. I am very grateful Wealthseekers came into our lives and I look forward to a long and wonderful partnership. Thank you Adrian and Ryan.
– Tracie Collura

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.
– Ronald John

I have worked closely with Adrian for several years in the financial services space. Adrian is a financial advisor with a strong moral fibre and outstanding character who has built his financial planning practice off the back of exacting standards and an unwavering commitment to his clients’ best interests. Knowing Adrian’s dedication to his work, honesty, experience and professionalism, I have every confidence that clients of Wealth Seekers have entrusted their future to a very capable pair of hands.
– Sam Kelly

My husband and I were looking for a financial advisor for quite some time. I was very nervous about the whole process and having to place so much trust in a relative stranger. We met Adrian at a cafe and he spent over two hours patiently explaining the Wealthseekers process. He then came to our home several times and patiently built up my confidence. He was kind and considerate of my concerns. When setting up our SMSF portfolio and property selection, Ryan took the time to drive us to various areas to help us make an informed decision. We also had a great lunch too and ad an opportunity to get to know each other. He explained all the paperwork and listened to our wants. I know Adrian and Ryan will always look after our best interests. I have already recommended Wealthseekers to several friends and colleagues because Adrian and Ryan are genuinely good people. It is very obvious that their focus is on ur needs and our future. I am very grateful Wealthseekers came into our lives and I look forward to a long and wonderful partnership. Thank you Adrian and Ryan.
– Tracie Collura

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. I value timely responses to questions and being keeping up to date on changes and progress, and was not let down. Thoroughly recommend the team if you are looking for professional financial advice.
– Matthew Fuller

Brilliant service, great attention to detail and all-in-all a very personable team delivering excellent advice. You have been so easy to work with and you really fitted in with my busy schedule. Thanks Wealth Seekers – highly recommended.
– Dan Sullivan

Ryan and Adrian are thorough and meticulous in their work. It is our pleasure working alongside them for the benefit of our mutual clients!
– Gupta Lawyers

Can’t see yourself here? We’re here to help…

We understand that everyone’s financial challenges are different, depending on your personal circumstances, needs and goals. That’s why your team of financial advisors are here to help by becoming your personal source of expert financial guidance and advice for whatever comes your way.

1

Book your appointment

Simply fill in and submit the appointment booking form and one of our friendly staff will be in contact with you.

Book your free appointment

2

Let us know more about you

You’ll be emailed a link to our secure Online Fact Find. Once completed, we’ll call you to discuss your next step.

This helps us customise the appointment based on your unique circumstances, ensuring you get the most benefit.

3

Start your journey

Come to our office in North Brisbane and start your wealth creation journey!

Based interstate or regional? Not a problem, we use Zoom Meetings. All you need is a computer or iPad and an internet connection.

“Having come from an adviser who was a total disappointment, it’s been great dealing with Adrian and the team at Wealth Seekers. They are helpful, easy to get a hold of and go above and beyond to understand your financial situation and formulate a plan to meet those requirements. Thanks for a great experience so far!” – Grant Sherwin

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