Wealth Seekers in Albion, Queensland | Financial service

Wealth Seekers

Locality: Albion, Queensland

Phone: +61 1300 122 488

Address: Unit 7, 7 Hudson Road 4000 Albion, QLD, Australia

Website: http://www.wealthseekers.com.au

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• Accountant
• Financial service
• Investing service
• Financial planner

25.01.2022 Big congratulations to Ryan Wood, co-founder of Wealth Seekers and father to his second baby girl. Thank you for sharing this photo with us, we wish you and your wife much joy and happiness with the safe arrival of your newest family member!! May you find babyhood and parenthood a wonderful and rewarding experience second time around. All the very best during this lovely moment in time.

25.01.2022 You may have heard the rule of thumb, "Save 10% of your income for retirement." But the question is: Is 10% over the course of your career really enough to fund your retirement? People say, "Life is short. Buy the shoes." Theyre wrong ... life is long! If you retire at 65, and your life expectancy is 85 years, you have to provide income for 20 more years with enough capital to cover increases in inflation.... Thats no small feat. Many Australians are putting their future independence at risk because theyre not taking the time to look beyond short-term expenses and savings goals or actually realise the importance of their Superannuation in retirement. We believe that, rather than thinking, Im retiring at 65, you should have a number in mind something you can work towards like, Im retiring at $1 million. Of course, choosing a dollar amount without a retirement income plan is almost as random as choosing a retirement age, but, with some help, you can be confident youll have enough money coming in to afford the lifestyle you want for as long you live. With the right focus, you may even have the option to quit your job well before the retirement age you currently have in mind. #retirewealthy #retirementgoals

25.01.2022 We cant believe its the beginning of March already, how did this happen!! Were starting to get super busy around this time of the year with New Year resolution in full swing. We find people have more energy and are more motivated to get their Financial affairs in order around this time of the year. If you havent taken any action or feeling a bit underwhelmed with where your finances are at, Id like to challenge and encourage you to START NOW! ... The power of time and money is a wonderful thing, and the sooner you get started the better results youll get. Dont get stuck in the inaction trap thats so common with money! Stop spending money on things that dont bring you joy and invest your time and energy into creating a future that that will! #yougotthis #wealthseekers

24.01.2022 Its easy to associate wealth with a bank balance; however, according to investment pioneer and philanthropist Sir John Templeton, it doesnt matter how much money youve got if you dont have gratitude. When asked, why gratitude? Sir John replied: Because if you have a billion dollars, and every day you live pissed off and frustrated, the quality of your life is called pissed off and frustrated. But if you have next to nothing, and are grateful for whatever it is you have, ...youre the richest person that youre going to know. For some people, the only thing they gain from money is the fear of losing it. They get so caught up in the game, they never work out if theyre winning. They never ask: How much is enough? Instead, they continue to spend their time in a job they dont like and to buy ever more expensive things to impress people they dont like. Being generous leads us to perceive others more positively and helps us to view our lives from a more social perspective that, in turn, can lead us to a greater appreciation of what we have. We believe the more you give the more you grow and you make the world a better place. Wishing you a great friday from the team at Wealth Seekers. #feelinggrateful #feelgoodfriday #morethanmoney

24.01.2022 If you are thinking about your next road trip, this seaside restaurant just gave you a reason to plan one. This is going on our bucket list for sure even though it's a +8hr drive... #wealthseekers #weekends

24.01.2022 In the office over the weekend tidying up and my little one is making herself at home in the bosses chair #pintsizedceo #wealthseeker #junioradvisor

24.01.2022 Spent the morning filming some information videos on superannuation. Adrian was running through his lines here and did fantastic job of delivering to camera. Check out the degrees in the background, his post noms are as long as the alphabet, and if you ask, he'll happily tell you the pain he went through to complete is legal degree ;)

24.01.2022 I use to run a lot with friends. Near the end of a run one day, my friend said something that stuck with me: You didnt come this far to only come this far. Id seen the quote on Instagram before, but it was different hearing it in that moment, when I was exhausted and sweaty and willing the run to be over. I had ran hard, and hearing that quote made me realize that I didnt put in all that effort to give up in the last ten minutes, no matter how tired I was. The more I th...ought about the quote, the more inspired I became by it. In our fast-paced, results-driven society, I feel like theres so much emphasis on reaching the finish line that the journey of the race gets muddled. When we near the end we speed up, despite the steady pace we maintained throughout the race and the quality of our work becomes less important than the idea of finishing it. Then there are times when we get close to the finish line and give up altogether. Thinking its easier to stop what were doing than to work hard, push through the frustration and finish it. There have been many times in the past where I've worked hard for something, only to second guessed myself as the finishline nears. But this quote reminds me to finish the same way I started out: by working hard, not rushing towards the finish line, and not considering giving up unless its absolutely necessary. After all, I didnt come this far to only come this far. #wealthseekers #staythecourse

23.01.2022 Last year we had the pleasure of working with some amazing clients who were interested in how their superannuation could play a greater role in funding their retirement plans. Dale and Minda where one of these clients and were kind enough to share their experience with Wealth Seekers in this video. We can't thank you enough for the kind words and are truly grateful to you for choosing us as your financial advisors. You are one of our most valued clients and it has been a pleasure working with you.

23.01.2022 How is your Superannuation currently performing? It's up to you to become engaged with your superannuation, to make sure you are making the most of your available resources. I recommend anyone with a superannuation balance, large or small, consider how the following 7 areas are managed by your current fund...... If you would like learn how well you understand your Superannuation take our Australian Superannuation Quiz today > https://wealthseekers.com.au/superannuation-score/ #superannuation #superadvice #retirementplanning #wealthseekers #itsyoursuper

22.01.2022 What a great financial goal #financialgoals #wealthseekers

22.01.2022 Invest your superannuation money into assets that you feel more comfortable with, such as an investment property. - Pay all setup costs using your super, without using personal savings - Pay ongoing property costs using rental income and employer contributions without using personal savings... - Receive ongoing tax benefits by utilising the low tax rate super environment allowing you to accumulate wealth and repay debt quickly - Rental income and capital gains are tax free once you commence a retirement phase pension To make property part of your wealth creation plan, follow the link https://wealthseekers.com.au/smsf We can check if purchasing property inside super is a good fit for your specific circumstances and calculate how much you can comfortably borrow using your super for an investment property. #smsf #smsfproperty #buyingpropertywithsuper

21.01.2022 I met with one of the most warm and welcoming families late last year to discuss their Superannuation and retirement plans. In advice, we meet lots of people, and over time some become friends, but there are few occasions when Ive been made to feel part of a family. As someone who really values family, meeting the Colluras and being welcomed into their home and invited to share dinner struck a chord with me.... Since meeting Mario, Tracie and their children, Ive gotten to know the Colluras and theyve shared their goals with me and what sparks their passion. This is when I learned that Mario Collura (Mars Art) is a very talented artist. Ive included a small selection of Marios sketches, all of which were hand drawn by eye (not traced or copied). Mario has real creative flare, and a gift for symmetry, balance and steady penmanship. When describing his work, Mario lights up, and its clear that the time he spends drawing brings vitality and joy to his life. Mario also mentioned the calm he feels when drawing and how the time he spends in his studio centres him. Mario has done several pieces for friends, family and people in the local community who have approached him off the back of the art he has shared on his Facebook and Instagram pages. Facebook: https://www.facebook.com/artbymarioc/ Instagram: https://www.instagram.com/art_by_marioc/ One of Marios goals is to have more time to work on his art. With a little over 10 years to retirement, hes continuing to build his portfolio (and clients) with the hope of pursuing his passion full-time prior to 65. Seeing Marios enthusiasm and energy got me thinking about the role passion plays is in our lives. Admittedly, there is no shortage of people (blogs, influencers, movies, documentaries etc) telling us to follow our passion. Its nice advice, its heart-warming advice . . . its great advice if you happen to know what your passion is. I know personally, there are times when passion is a tall order, and hard to reach. In times of confusion, loss, boredom, insecurity and distraction, the idea of "passion" can feel completely unachievable and impossible. During these times, it can be challenging to manage a smile let alone search for your passion. However, Ive found that having something youre passionate about, which sparks joy in your life during challenging times can help to shift your focus from despair and emptiness to purpose and fulfillment. And this is extremely important because our well-being is not measured only by money. I get the sense from Mario that both his family and the time he sets aside for his art provides him happiness, enjoyment, purpose and fulfillment in life. Thank you for sharing your passion with us Mario and for choosing Wealth Seekers #wealthseekers #followyourpassion #insprired #artistinresidence

21.01.2022 It was a very memorable morning at the office today. My business partner and I started Wealth Seekers at the beginning of 2018 in a serviced office in Brisbane's CBD. We worked hard, tackled some big challenges and learned a lot about ourselves and working in partnership. We also learned a lot about what our clients wanted from an advice business. From day one, our number one priority has been our clients. Without our clients, and the trust they place in us to look after an...d advise on their personal finances, we wouldn't have a business. We are always looking at how we can improve the experience for our clients and how we can do things better, and we felt like our CBD location wasn't improving our client experience. So, toward the end of 2018, we decided to move to a location that: - would be more accessible for our clients; - wouldn't require them to brave the CBD to meet with their advisor; - would provide ample customer parking; and - provide a space of our own that we could shape into a welcoming environment for our clients. We feel like our new location achieves these outcomes. We'd spent countless hours working within, and on, the business to improve our value, service and overall experience, but what we hadn't done until this morning was to take moment to appreciate how far we've come. This morning, when looking up at the completed signage, we took a moment to reflect on the last 15 months and we're very proud to say that we're happy with the direction we're heading. #wealthseekers #brisbanefinancialadvisors

20.01.2022 Made plans for the long weekend? Some of the Wealth Seekers team will be relaxing at the Brisbane City Botanic Gardens this weekend enjoying free live music and food trucks while soaking up the autumn sun #matchmadeinbrisbane

19.01.2022 Not too many financial advice firms will be sharing this article #ongoingadvicefees #feefornoservice #financialadvice

19.01.2022 Bankwest have prepared a great wrap up of last nights #2018FedralBudget and how it will impact you. Let us know your thoughts. We're a big fan of the removal of exit fees on #Superannuation accounts and the massive tax break given to the International Cricket Council to help it stage the ICC World #Twenty20 in Australia in 2020. #Wealthseekers

19.01.2022 Would you respect your financial advisor more or less if he drove a Porsche?Would you respect your financial advisor more or less if he drove a Porsche?

19.01.2022 Our new entry way sign has gone up today making it easier to locate our office from the carpark. This is just the baby one, early next week the big 8m x 2.4m sign will be erected which will be easily spotted from Hudson and Sandgate Roads in Albion #wealthseekers

19.01.2022 To all the caring and compassionate, fierce and fabulous women of the world, we love you! At wealth seekers we believe a balanced world is a better world #BalanceforBetter, we believe that awareness and action will help forge a more gender-balanced world, we also believe gender balance is not a women's issue, we believe it's a business issue. Unless equality in the work force is achieved, the financial issues that stem from inequality will continue to impact women.... We see financial balance as so much more than being paid like-for-like. The gender pay gap needs to be addressed, however, from a financial planning perspective, income is only one tool for creating wealth. We note a number of non-salaried extras which are also important for building personal wealth, but are still not factored into the gender pay gap statistics. Among others, these include performance pay, superannuation and non-monetary incentives. If these were also included, the gap would be considerably larger. Due to the combination of many and varied factors, women earn substantially less over the course of a lifetime than men. - discrimination and bias in hiring and pay decisions - women and men working in different industries and different jobs, with female dominated industries and jobs attracting lower wages - women have a disproportionate share of unpaid caring and domestic work - lack of workplace flexibility to accommodate caring and other responsibilities, especially in senior roles - women have greater time out of the workforce which adversely impacts career progression and opportunities. The financial consequences of inequality compound, and the results are shocking. Women retire with around half the superannuation of men and two thirds of single retired Australian women over 65 currently live below the poverty line. While things are changing, they are changing ever so slowly . . . and it is Australian women who are paying the price! At Wealth Seekers, we believe in greater gender balance in wealth and we believe a balanced world is a better world. #BalanceforBetter #IWD2019

17.01.2022 We absolutely love this video. The marketing firm that came up with this should be commended not just for a memorable ad, but highlighting in 30 seconds how living in debt is a lifestyle choice. #debtminimisation #minimalism #keepingupwiththejones #financialplanning

16.01.2022 I feel like Im with people who have my best interest at heart, even though were only talking money and money can be very impersonal, you seem to be able to explain things well and I am left with no doubt for the direction I am going Jim | Client of Wealth Seekers

16.01.2022 To overcome her husbands procrastination and to be productive with their family finances, Ally knew she would have to get creative #financialplanning #investmentadvice #moneymanagement #wealthseekers

15.01.2022 Interested in where property investment fits within a diversified portfolio and why savvy investors are seeking diversified strategies to capture new sources of investment returns to build their long-term wealth? #wealthseekers #propertyinvestmentadvice #directpropertyinvestment #financialadvisors

15.01.2022 Its true that investing can help you grow your wealth. But smart investing has nothing to do with luck. Its about making the right investments and committing to them long-term. When it comes to investing, we believe a few non-negotiables need to be observed #1 - Investing is not optional.... #2 Your investments should always align with your goals. #3 Invest, never speculate. #4 - Diversify your investments. #5 - Invest for the long term. #6 - Pay close attention to investment fees and charges. #7 Automate investing through dollar cost averaging. #8 - Maintain consistency and remove emotion. #9 First have enough in savings to handle the unexpected. #10 The pursuit of investment returns should never jeopardise financial security. #11 Where possible, limit the effects of tax on your investment returns. #12 Dont commit to perfection, just to a process. You can update your plan as needed. Whether you have $5,000 or $5,000,000 to invest, the fundamentals are essentially the same. Just because you have more money doesnt mean your investment plan needs to get complicated. Its common for people to feel the need to make more complex investments as their wealth grows, however staying focused and building on what youve achieved so far is the key to successful long-term wealth building. #investmentplan #investing #wealthseekers #investbetter

15.01.2022 It has been close to 6 months since we wrote this article on advice fees. During this time, the Banking Royal Commission came into full swing and a number of very large financial institutions were exposed for practices we had voiced in this article. We have received a number of comments and private messages from financial advisors, some thanking us for shining a light on these unscrupulous practices and others attacking us and accusing Wealth Seekers of fear mongering while... also hinting at the dangers for the industry of publishing such content. In addition, we have been approached by a number of advice seekers across the country who were either being charged exorbitant ongoing advice fees and questioning why, or had received exorbitant quotes for financial advice, with one couples fees exceeding $30,000 upfront and more than $20,000 ongoing out-and-out extortion in our opinion. The fact that this article has struck a chord with so many industry professionals and advice seekers is a testament to the deep disquiet felt by the public. Weve seen the damage caused by excessive advice costs. We also know the uncertainty surrounding advice costs is a major barrier preventing many people who would benefit from financial advice from seeking advice in the first place. Our intention is to inform advice seekers of what to be aware of before seeking, and committing to, advice. If you can help us inform other advice seekers with your experiences, please let us know in the comments. #financialadvice #financialadvicecosts #ongoingadvicefees #financialplanning #bankingroyalcommission

15.01.2022 We finally cleaned out the archives and organised our free resources in one place on the Wealth Seekers website. Warning: if you do decide to download one of our guides you're likely to be greeted by a rather hypnotic video by Managing Director Adrian McPhee

13.01.2022 Too many finance articles focus on the doom and gloom. We believe positive empowerment is a far greater motivator #betterfinances #financialconfidence #wealthseekers

12.01.2022 YOU WEREN'T BORN TO JUST PAY BILLS AND DIE. #wealthseekersYOU WEREN'T BORN TO JUST PAY BILLS AND DIE. #wealthseekers

12.01.2022 To all the beautiful mothers, have a wonderful day. Thank you for always being there for us, not just when we need you, but for when we need you most. #motherday

11.01.2022 When you hear the term financial advisor, what comes to mind? Ever thought about financial planning? Didnt think so. If you're like most people, getting a financial adviser just isnt on your radar yet. But should it be?... As advisors, we're usually associated with retirement, but we're actually all about lifestyle. Surprisingly, financial advice is even more valuable in your 30s and 40s than it is when you reach your 50s and 60s - reason being, you have time on your side and get to set how you want to live now and into the future, and an advisor can help guide you. Good advisers will teach, as well as advise. Rather than being reprimanded, you'll find an advisors job is to empower you to make a lifetime of great financial decisions. At its core, financial advice is about being smart with money - this doesnt mean doing away with the things that bring you joy to your life, rather, cleaning up the financial areas that don't inspire joy (thanks Marie Kondo) - and the earlier you get started, the further youre likely to go. If this strikes a chord and you do decide to talk to an advisor, expect lots of questions. A good advisor will want to get to know you, your goals and your financial situation, especially if you are going to be working together toward your goals. If youre inspired to put a plan in place, theres a lot more to creating a plan than just picking the right investments - but that's covered in the article! #goodfinancialadvice #wealthseekers

11.01.2022 With the 9 5 workday an international standard, did you know it all started in Australia thanks to some tradies during the Gold Rush era who decided they'd work no more than eight hours a day. Happy Labour Day! #labourday #australianhistory #wealthseekers

09.01.2022 To the talented team at Slipstream Coaching who are helping us focus in on our value, what a valuable and productive day. Thank you

06.01.2022 Too all the #wealthseekers out there, be kind and have a great weekend

06.01.2022 Meet our office mascot Gus, after a big day this is his way of saying "Netflix & chill anyone?" #wealthseekersmascot #pugs

05.01.2022 #BREAKING: From a mental health boost to extra cash for apprentices, here's what you need to know about this year's Budget via Hack on triple j

02.01.2022 Wealth Seekers provides financial advice for families. We help improve the financial performance of households by aligning and simplifying financial management, integrating financial services and stratgies and delivering clear, cost-effective advice to help you reach your financial goals.

01.01.2022 It's less about the things you can buy and more about living your best life. It's having the freedom to quit the job you hate to do something you love, even if means getting paid less. It's the ability to travel and take a vacation without racking up credit card debt to pay for it.... It's making life decisions without being overly stressed about the financial impact because you are prepared. It's being in control your finances instead of being controlled by them. #livelifeonyourterms #wealthseeking #wealthseekers