Investment management

Venetia explained my super progression logically and insights to my future growth. She was patience and diligent in providing an update with current my financial status.

I had a fantastic experience meeting with my financial planner. It was incredibly reassuring to see my future earnings and retirement plan broken down so clearly and even better to know that I’ll still have money at 95!

Alex was absolutely amazing. He explained everything in a way that was easy to understand, answered all my (even the silly!) questions with patience, and made the whole process feel simple and empowering. I walked away feeling confident, supported, and excited about my financial future.

Highly recommend!

I thoroughly recommend Alex and his team at Seedli for wealth creation and financial advice. They are commercially astute and will provide the right recommendations in a challenging market environment.

Fantastic service! Expert knowledge, trustworthy guidance, always available when we needed them to answer questions

Alex has been an outstanding financial advisor. He took the time to understand my goals and provided clear, professional guidance every step of the way. I’m very happy with his service and feel confident about my financial future thanks to his expertise. Highly recommended!

We met Alex (CEO) and Raj (Mortgage Broker) at the end of 2024, and we couldn't be more grateful that we did. From the very first meeting, they took the time to truly listen to our financial situation, preferences, and future goals. They were patient, understanding, and extremely thorough in getting to know us—not just where we were financially, but where we wanted to go.

Before we met them, we didn’t have a clear financial direction. We were unsure about our goals and how to achieve them. But with their guidance, we now have a structured, realistic, and achievable financial plan that gives us clarity and confidence. We finally feel like we’re on the right track and know what we need to focus on for our future.

Alex and Raj bring extensive knowledge in all areas of financial planning, including setting up and managing a Self-Managed Super Fund (SMSF), which was completely new to us. They explained everything in a way that was easy to understand and gave us full confidence in the decisions we were making.

Beyond just financial planning, they also have a great team around them. They’ve connected us with trusted professionals to help with finding an investment property and managing our tax strategy—making the whole process feel smooth and well-integrated.

Since that first meeting, they’ve always been there for us—whether we had a quick question or needed more detailed advice, they were just a call or message away. Their ongoing support and responsiveness have made a real difference.

We highly recommend Alex (CEO) and Raj (Mortgage Broker) to anyone looking for knowledgeable, reliable, and genuinely caring financial professionals. They’ve helped us take control of our finances and plan confidently for the future.

Have been working with Alex for the last 6 months to take some action on our future and finances.

Alex was able to give us a clear vision of what our future could look like based off of possible scenarios around super and investment options and also doing nothing.

As a small young family we now feel like we have control of where we are headed financially.

Thank you Marissa & AWS team for your professional and excellence service in finding us the right insurance with appropriate coverage and cost saving.

After working with Alex, Raj and Sam for over a year, I can strongly recommend their services. Before working with Alex and his team, my partner and I struggled with “decision paralysis”. We needed a plan, which Alex helped us build and execute with Raj and Sam.

Some specifics that I really enjoy when working with AWS Advisors:
1. AWS makes sure that both my partner and I are aligned on all parts of the plan and take the extra time to explain stuff when one of us has questions or needs more context
2. Clarity of communication and explaining things in plain, simple language
3. Really tailoring our financial plan to our needs and situation
4. Making the plan actionable and quickly getting things done - my partner and I feel we’ve already made significant progress and taken some big steps in just 12 months

Making big decisions in the past was always hard because we lacked a clear strategy and a plan. Having a plan that we can map decisions back to has made my partner and I a lot more confident and decisive. Lastly, talking about money and the future with my partner is way more fun and energising since we started working with Alex, Raj and Sam. We’ve already recommended their services to several friends.

AWS Advisers have helped me understand my financial objectives and set me up for future success. I could not recommend them highly enough!

A huge thank you to Samuel who thoroughly assisted my husband and I by providing a comprehensive financial plan for us and our future. Thank you!