Live your best life

Helping you to create wealth, happiness & build financial freedom. Experience a clear method with your, investments, insurance and money planning.

Call us and book in a free discovery chat now: 0343232304

Or you can book via our online calendar

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Why Wealthlab?

Making that first step with a new team when investing or reviewing insurances be daunting. But, you need not worry. Our aim is to be completely transparent about our company and our process. If we haven’t answered your question here. Contact us and we’ll gladly answer it for you.

Get Started

Wealthlab can help leverage our great ideas in finance to move yours forwards.

Advice

Ongoing support and a plan towards your goals.

Monitoring

Your own safe investments. Ongoing support and comfort in your wealth plans.

Trading

We offer the option to trade, leverage and hopefully profit from ASX stocks via our preferred broker.

Network

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

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.

Flexible

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.

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

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

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