Seet Advisory
Engagement
Options
Our engagement options support you at every stage, from building foundations to navigating complex wealth decisions with clarity and confidence.
Establish Your Base
Foundation Focus
Ideal for
Individuals and emerging families establishing their first financial plan
Strategy scope
Goal setting and financial health check
Superannuation and insurance review
Savings and budgeting plan
Portfolio monitoring and rebalancing
Email and phone access for minor advice queries
Reviews and reporting
Annual review meeting
Client portal access
Professional liaison
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Client support
Email and phone support
OFA compliant consent documentation
Extras
Upgrade path to Prosper or CFO tiers
Build momentum
Prosper Plan
Ideal for
Professionals and couples wanting a structured ongoing strategy
Strategy scope
Comprehensive investment and super strategiesTax planning and coordination with accountant
Insurance debt and cash flow optimisation
Estate planning coordination
Pre 30 June contribution and deduction strategy
Ongoing surplus strategy and savings goal tracking
Rebalancing and tax aware portfolio optimisation
Reviews and reporting
Annual review plus mid year progress call
Progress dashboard access
Secure digital document vault
Professional liaison
Coordination with accountant as needed
Liaison with estate lawyer to review nominations and wills
Client support
Priority email and phone support
20% discount on one-off project advice
Digital signature capability
Extras
Access to Seet Advisory client portal and reports
ASIC compliant disclosure documentation
Lead with strategy
CFO Wealth Partner
Ideal for
Established professionals families and business owners seeking full scope financial leadership
Strategy scope
Multi entity and SMSF strategy
Integrated investment tax and estate planning
Intergenerational wealth and business succession
Property and lending strategy review
Philanthropy / ESG strategy
Portfolio construction rebalancing and direct equity strategy
Debt recycling and investment property cashflow reviews
Direct access to adviser for key decisions throughout the year
Reviews and reporting
Annual strategy session plus six month review
Quarterly portfolio and performance
dashboard
Scenario modelling reports
Professional liaison
Full coordination with accountant,
solicitor and lending partners
Family or successor meeting included
Client support
Dedicated adviser access
Priority support
20% discount on additional advice
Concierge-level communication
Extras
Access to specialist networkLegislative updates
Concierge level service
Family office-style oversight
