Strategic financial planning

Balancing career and family can make it hard to plant the seeds of future wealth on your own. We help plan smart money moves to get what you truly want out of life.

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Financial freedom grows from little seeds

Map out your financial garden.

Goal setting and scenario modeling

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We start by helping you visualise the ideal life you’re growing; what matters most, what lifestyle you want, and what freedom means to you.

Then we break down those big ambitions into a tailored strategy that fits your timeline, risk comfort, and values.

Make smart property choices.

Property strategy

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Nothing gets the Aussie pulse running faster than a bit of bricks and mortar.

Successful property purchases start with strategy, be it the family home, commercial office, or investment property.

We analyse your goals and cash flow to align your purchase with your long-term plans and provide unbiased feedback on each transaction.

Make your future self proud.

Super and SMSFs

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We get it, your super isn’t sexy, but it’s likely one of your largest investments.

Do your future self a solid and invest some time to get your super humming now with smart, tax-effective strategies designed for long-term wealth.

Whether you’re committed to your industry fund or exploring more proactive SMSF strategies, we’ll help your super grow, your way.

Stop tipping the tax man.

Tax planning

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Death and taxes may be guaranteed, but there's no need to welcome either with open arms!

With careful planning, we help you avoid common tax mistakes that can eat into future growth.  We also show you how trusts can be used to safeguard your wealth and shape a stronger financial future.

Control the uncontrollable.

Insurance

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Life is anything but a straightforward march towards financial freedom.

Sometimes the unthinkable can happen and chuck the best laid plans out the window. With sensible, balanced coverage you can insure your way of life and keep growing towards your goals even if life throws you lemons.

Navigating an intergenerational wealth transfer.

Inheritance

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There are few more emotionally charged moments in life than when you’re receiving an inheritance or passing wealth to loved ones.

We’ll guide you through the intricacies with care, respect, and savvy tax advice to grow a legacy that lasts generations.

Grow forth and prosper

We’ve designed a broad range of packages to help grow getters at all stages of life get the advice they need to thrive.

Seed

Plant the seeds of your future growth

Chart out your ideal financial plan with detailed portfolio and cash flow projections
Take care of future you with intentional super advice
Protect yourself (and maybe your loved ones) with sensible insurance advice

Who is this for?

The early stage professional building strong financial habits and preparing for future growth.

Spring

Burst forward towards your goals

Lay the foundations of a booming property portfolio
Grow your share portfolio outside of super
Structure your taxes to keep more of your hard earned dollars

Who is this for?

For the established professional or young family making big life decisions and looking to turn their wages into wealth.

* Includes everything in Seed.

Bloom

Let your position blossom and mature

Take control of your super with a Self Managed Super Fund (SMSF)
Invest for the next generation through tax-effective vehicles
Harness the power of your company share plan

Who is this for?

Advanced investors looking for more control as they plan for sustainable wealth.

* Includes everything in Spring.

Flourish

Growth strategies that accelerate your freedom

Improve your tax efficiencies with advanced family trust strategies
Advanced estate planning for intergenerational wealth transfers
Debt recycling strategies to turbo-charge your wealth creation vehicle
Complex family business planning to keep your profits in the family

Who is this for?

For high income families and business owners looking to eke out every advantage possible.

* Includes everything in Bloom.

Sophie C.

Seedli is such a great service. Alex is truly our trusted advisor - we cannot thank him enough for his sound guidance over the years, helping us to invest in our future.

Rod C.

Alex is fantastic, the Seedli team are great to deal with and their sole focus is on their clients and sound investment advice. Highly recommended.

Rita B.

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.

Beulah L.

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!

spencer T.

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.

Charli H.

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

Daniel J.

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!

Taka

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.

Joshua P.

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.

Rachel L.

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

mathieu D.

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.

Emily G.

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

Alex G.

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!

Help your wealth flourish

Great advice is not a one off moment. With regular check ins, clear strategies, and education that builds your confidence, you stay in control while your wealth grows with you.

Start growing your wealth