Professionals who want to get on top of their finances in 3 weeks

You’re flat out building your empire, but you’re still curious about money. Use our schedule tool to book a friendly chat on your terms.

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Wealthlab scott jackson financial planner

Investment, insurance and wealth advice.

Helping make your financial life better in 3 weeks with our three step process. Meet with us, organise and take action.

Let’s talk wealth building together.

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Based in Melbourne, helping you across Australia.

Financial planning

Advice to help you reach your financial goals. With high energy, passion and focus to use the tools we have ready for you.

As a trusted guide

Your own safe, online investments. With 24/7 access. Providing ongoing support and comfort in your wealth plans.

In Albert Park, South Melbourne

Melbourne-based, Australian-wide. Trade, leverage, and hopefully profit from ASX stocks via our preferred broker. Meet with pre-IPO managers and invest in companies you believe in.

Access our network

We work with your existing professionals such as your accountant or mortgage broker to help build team you.

With competitive insurance

Life, TPD and income protection are primary support tools in case your get sick, injured or pass away. We will include these as considerations within your portfolio review process.

and flexible investments

Moving overseas or interstate? Great, you’re living your dreams! We are a digital business and can provide guidance where ever you are in the world.

Us vs the Competition

Questions you should be asking

9 questions for your financial planner

8+

Cups of coffee per week

Organise a chat with us to learn more about how we work with people like you and can help your family to achieve its future wealth goals.

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Opportunity to work together

Wealthlab’s team invests alongside many of our clients. Driven by returns we believe in impact investing and will discuss this with you in our first meeting.

How can we help you?

A meeting with us can help with an understanding of your current financial goals. What money or insurance questions you have and even raise some points you haven’t considered.

Solutions to the question “What is my rich life?”

Read about our investment philosophy.

How we invest
1 page white Paper