Investment, insurance and wealth.
Helping make your financial life better.
The world is a busy and confusing place. Being unsure on what to do with your money doesnt need to be a problem you deal with alone.
Let’s talk Wealth building together.
Based in Melbourne, helping you across Australia.
Wealthlab clients have a financial roadmap. Their investment plans organised and access to a range of smart, professionals who can help along the journey towards a more abundant life.
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 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 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.
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.
