Shore Financial + Seedli
Grow knowledge.
Gain freedom.
Make smart money moves with an accessible digital advice and education platform.
Access your digital advice
A helping hand for our valued clients
Shore Financial has teamed up with the financial advisers at Seedli to give you free access to a groundbreaking digital advice platform designed to help you understand your financial position, learn at your own pace, and make informed decisions as you grow towards financial freedom.
Our partnership is rooted in the mutual desire to help all areas of your finances grow confidently. Together, we provide simple, ongoing support so you feel confident about all of your financial strategies, including property, shares, super, insurance, and mortgages.
Why Seedli?
Seedli’s roots stem from a desire to address how confusing building wealth can be today. The old rules don’t always work, and traditional advice hasn’t kept up with the way our generation lives, earns, and dreams.
Whether you're an avid property investor or the next Warren Buffett, Seedli is excited to work with you regardless of your style and starting balance.
We are proud to partner with a business who views wealth creation differently.
Our partnership is designed to help you:
- Get a clearer view of your overall financial position
- Prepare before refinancing, upgrading, or restructuring
- Stay supported between conversations
- Make confident decisions with less complexity
What you get access to through our partnership
If you need deeper, holistic financial advice, you’ll have easy access to Seedli’s comprehensive advice team.
We can provide a clear strategy for all areas of your wealth.
Financial wellness check
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Your simple financial health check to help you understand how you stack up against others your age.
Free one-on-one session
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A free 45-minute chat with a financial coach to guide your next steps.
Learning modules
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Short, simple educational content to help you understand key financial concepts at your own pace.
Digital financial advice
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Super investments and contributions, savings and budgeting, debt and cashflow, life insurance fundamentals and investing basics.
Member perks
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Exclusive offers, benefits and discounts with leading retailers and service providers.
How your digital advice platform works
Enjoy your free access to the digital advice portal and start your journey to financial wellness.
1. Complete your wellness check
Answer a few simple questions so we can understand your goals and objectives. This helps shape the insights and suggestions you’ll see next.
2. Review your personalised insights
You’ll receive a clear breakdown of your financial strengths and areas for improvement.
3. Book a free session with a financial Coach
Meet with a qualified Coach who will discuss your results and options, and assist you with the next stage of your financial journey.
4. Use your results to guide your next steps
Access the digital advice or financial services that address your needs. Engage at your own pace and focus on what matters most to you.
Grow your way with digital advice today
Access your new digital advice platform
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