Frequently asked questions

We’re more than a bunch of finance enthusiasts with a microphone and a TikTok account; we’re properly trained, regulated, and held to strict professional standards. Seedli advisers meet all formal education requirements set out by ASIC, pass the Financial Adviser Exam, and comply with ongoing professional development. Plus, we’re bound by the Financial Advisers Code of Ethics, which means real advice tailored to you and your goals.

Our advisers may also hold further qualifications to expertly grow your wealth including holding the esteemed SMSF Specialist Adviser designation.

Not at all, smart financial advice isn’t just for people with overflowing bank accounts; it’s for anyone who wants to make the most of their money, no matter where they’re starting from. At Seedli, we offer multiple advice programs designed to suit different financial situations: from AI-powered robo advice for those just starting out, or one-on-one strategic sessions with a human adviser involving regular strategic reviews.

Whether you’re just getting started, growing your investments, or fine-tuning a long-term strategy, our approach ensures you’re making informed choices from day one. Because the best time to get financial advice isn’t when you’ve already made it – it’s when you’re on the way.

Absolutely, financial advice isn’t just about one asset class; it’s about your entire wealth strategy. That’s where Seedli comes in. We happily discuss your investment options including shares, super, property, private investments, business interests, and emerging asset classes like crypto.

Smart financial planning means knowing how different assets work together to build wealth while managing risks. Whether it’s optimising your super, making informed property decisions, or balancing your investment portfolio, Seedli delivers holistic advice designed to support your long-term growth goals.

Nope, we’re not influencers pushing the latest hype, and we’re definitely not here to flog you an off-the-plan apartment with “guaranteed returns”. Real financial advice isn’t about selling you a one-size-fits-all solution; it’s about finding your best path to growing wealth, whether that’s property, super, crypto, or something completely different.

Our job? Cutting through the noise, dodging the financial pitfalls, and making sure your money actually works for you. No sales pitch, just straight-up strategy.

Because we specialise in working with people who are in the growing phase of life, and honestly? So are we.

We’re growing our own families, rent-vesting, buying crypto, trying to invest for good, renovating and flipping houses, and navigating the same “is this the right move?” questions as you.

We get it, because we live it.

Here’s what makes us different:

• We get specific: No vague general advice. We provide personalised financial advice that grows your wealth, your way.
• We help you implement: Your plan doesn’t sit in a drawer. We help you make it happen.
• We’re proactive: Life changes? We adjust your strategy fast.
• We prevent bad decisions: Half of great advice is stopping you from undoing your progress.
• We’re modern and relatable: You won’t get advice designed for your parents’ generation from us. We live in the same world you do.

Your first meeting is all about you.
Where you’re at, what you want, what’s important to you, what’s holding you back, and what a“great life” actually looks like in your world.
We spend most of the time listening, asking the right questions and helping you connect the dots so everything starts to make sense.

We walk you through the options available and highlight any gaps in your financial strategies. We’re big believers in transparency, so we’ll tell you what you’re doing well, what might need adjusting, and exactly where we can add value.

You’ll also get a clear fee quote in the meeting so that you can make the right decision for yourself with zero surprises.

At the end of the day, our job is simple: to inform you of your options, outline the benefits (and potential consequences) of each, and empower you to make confident, informed decisions about your money and future plans for freedom.

Absolutely, we help you execute your plan, step by step. Think of us as your strategy team + accountability buddy + “don’t worry, we’ve got this” support squad.

We absolutely can (and prefer a long term loving relationship). Your financial journey is never a straightforward

Our best success stories come from clients who work with us ongoing.
Why? Because we can proactively tweak your financial journey as life shifts — promotions, babies, property moves, market wobbles — and act quickly, clearly, and in your best interest.

Often, great financial advice isn’t just about choosing the right path…
It’s about steering you away from the “hmm, maybe don’t do that” decisions.
(We’ve saved many clients from some beautifully questionable ideas.)

With ongoing support, we help you:

• adjust your strategy as life evolves
• avoid undoing your progress with one bad move
• stay tax-smart and optimised year-round
• make confident investment and life decisions instead of reactive ones

At Seedli, we tailor our pricing to you, your goals, and where you are on your financial journey.

Our initial advice starts from $2,500, and from there we offer a range of flexible packages — from “I’m just getting started” to “I’ve got a few moving parts” to “my financial life is basically a board game.”

We have our initial advice fee, optional implementation fee, and if you are seeking ongoing support, we have a monthly package that you can opt into.

You’ll be quoted in your first meeting, once we understand your situation and what level of support will genuinely move the needle for you.

Each package is designed to support your growth goals at your current stage of life.