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.
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?
What are you wanting to achieve from working with a financial planner? We believe that as a team we can help 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.
1. Effecient 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.
We will create an advice document summarising the areas we suggest you take action and a plan forwards.
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.