Your Wealthlab Platinum Package
As a high achiever, you deserve financial advice that matches your ambition. This is our best package and its designed to maximise your wealth in the shortest possible time frame.
Your Investment: $17,895 + GST
The Wealthlab Platinum package is your ticket to comprehensive wealth management that goes beyond just numbers. Here’s what you’ll get:
A Financial Command Centre
Your Bespoke Financial Strategy
We come to you. We’ll fly to your major city (Melb/Syd/Bris) for an in-depth review of your financial strategy, ensuring you’re always on track to meet your goals. This full-day session includes:
- Comprehensive review of your financial progress
- Goal assessment and strategy adjustment
- In-depth analysis of market trends and economic outlook
- Exploration of new investment opportunities
- Detailed planning for the year ahead
We’ll then craft a financial roadmap tailored specifically to your goals and circumstances. From this day we’ll build a unique personalised path to financial success.
Your Custom MDA Portfolio
Your money deserves more than a generic investment plan. Our experts will design and actively manage a custom Managed Discretionary Account (MDA) portfolio that aligns perfectly with your risk profile and financial objectives. This includes:
- Personalised asset allocation strategy
- Access to exclusive investment opportunities
- Regular portfolio monitoring and rebalancing
- Detailed performance reports
- Annual in-depth portfolio review and optimisation
Your Professional Dream Team
Gain access to our network of top-tier professionals. Need a savvy accountant? A sharp lawyer? A connected business broker? We’ll introduce you to the best in the business. This includes:
- Priority introductions to our elite professional network
- Preferential rates with select partners
- Coordination of professional services for seamless wealth management
Your Direct Line to Expertise
As a Platinum client, you’ll have priority access to your dedicated financial planner. Whenever you need expert advice, we’re just a phone call away. This includes:
- Unlimited email support
- Priority response times
Your VIP Wealth Summit Invitation
Rub shoulders with financial experts and successful peers at our exclusive annual Wealthlab Wealth Summit. It’s your opportunity to learn, network, and stay ahead of the curve. This includes:
- VIP access to all summit sessions
- One-on-one sessions with keynote speakers
- Priority access to limited investment opportunities presented at the summit
Your Wealth Protection
We’ll conduct a comprehensive insurance review to ensure your wealth is protected against life’s uncertainties. This includes:
- Annual insurance needs analysis
- Policy review and optimisation
- Claims assistance and advocacy
- Access to exclusive high-net-worth insurance products
Your Digital Security
In today’s digital world, your online assets need protection too. You’ll receive a cybersecurity consultation and identity theft protection service to keep your digital wealth safe. This includes:
- A cybersecurity audit
- Secure digital vault for important documents
Your Family’s Financial Future
Set your kids or grandkids up for success with our tailored financial literacy program. This includes:
- Age-appropriate financial education
- Personalised financial mentoring for family members
Your Lasting Impact
We’ll help you plan for smooth wealth transfer and inheritance, ensuring your legacy lives on. This includes:
- Comprehensive estate planning
- Regular updates to wills and trusts
- Family wealth transfer strategy
- Charitable giving and legacy planning
Your Business Advantage – with our partner accounting team
Stay on top of your company’s value with quarterly business valuation updates. This includes:
- Industry benchmarking analysis
- Strategic recommendations for value enhancement
- Exit planning and succession strategy development
Your Growth Opportunities
We’ll introduce you to capital networks, opening doors to potential investment or expansion opportunities. This includes:
- Introductions to relevant VC firms and angel investors
- Property acquisition via trusted referral partners
- Ongoing advice on business expansion strategies
Your Currency Shield
Protect your wealth from exchange rate fluctuations with our foreign currency hedging strategies. This includes:
- Customised hedging strategy development
- Access to institutional forex rates
- Ongoing monitoring and adjustment of currency positions
Your Giving Strategy
We’ll help you create a personalised charitable giving plan that aligns with your values and maximises your impact. This includes:
- Development of a strategic philanthropy plan
- Tax-efficient giving strategies
- Impact measurement and reporting
Your Investment Philosophy
When you join the Wealthlab Platinum, you’re aligning with a proven investment philosophy:
- Your investments are based on evidence, not speculation or market timing.
- Your portfolio is diversified to manage risk and capture returns across global markets.
- We keep your focus on your family to allow us to maximise our focus on your returns.
- Your portfolio is regularly rebalanced to maintain your target asset allocation.
Your Financial Success Partner
With the Wealthlab Platinum package, you’re not just getting a financial planner – you’re gaining a dedicated partner in your financial success.
From growing your assets and protecting your wealth to planning for the next generation and making a positive impact on the world, we’ve got you covered.
Ready to take control of your financial future?
Let’s chat
