On a mission to help others build wealth

We would love to meet you. Book a free initial
meeting with our smart scheduling online
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Helping to simplify, protect and accelerate your money.

Wealthlab scott jackson financial planner

Why Wealthlab?

Money and insurance advice when you need it. Helping you acheive financial goals, build wealth and worry less. It’s our ‘”why” and with no bank or investment affiliation, you are the priority.

Get Started

Great financial planning. Based in Melbourne, helping leverage our great ideas to move yours forward.

Financial planning and support

Ongoing assistance and a plan towards your goals. With high energy, passion and focus to use the tools of advice to develop your unique financial plan.

As a trusted financial adviser

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 your 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 incase 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.

1

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.

Are you a good fit?

Ask yourself, what are you wanting to achieve from working with a financial planner? We believe working with a professional can create more money in your super account. See you invest confidently and overall be happy with your financial picture. But it’s not for everyone. A meeting with us can help with an understanding of your current financial picture. What money or insurance questions you have and even raise some points you haven’t considered.

From a short call, together we can start building a base financial plan to work towards.

1. Quick Sign-up

Book in a discovery minute call. It’s a short chat to identify your high level goals, current finances. Our fee’s and if we think we will be able to add value to your financial journey.

2. Fact Finder

Building on your position, we will complete a fact find that is the foundation for all financial planning activities.

3. Presentation

We will create an advice document summarising the areas we suggest you take action and a plan forwards.

4. Integration

Sign up will be done via our online forms. You’ll get a single web login and be able to check out the new shiny Wealthlab model.
We will also help with integrating our advice recommendations into your financial picture

5. Launch and review

As things change, great let us know! Won a pay rise, new kids/grand kids. Business opportunity or plans for retirement? We have figured out a way to make your reviews as engaging as possible. You will be leaving our meetings feeling energised and confident.

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

With a plan that’s unique to you and your family.

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