The people behind your plan.
A small team of licensed financial planners helping Australians 50+ retire with confidence. No call centres. No jargon. Just honest advice.
Built for the way you actually want to work with an adviser.
You text us. We reply.
No call centres, no hold music, no “your call is important to us.” Message your adviser directly and get real answers.
Fixed fees, quoted upfront
You always know what you’ll pay before we start, no surprises, no hidden charges.
We don't sell products
We’re not tied to any fund or platform. Our advice is built around what’s right for you, not what earns us a commission.
Ongoing, not one-off
Your plan adapts as your life changes. Annual reviews, proactive adjustments, and someone in your corner for the long run.
The people behind your plan.
Our senior advisers have 25+ years of combined experience. They’ve helped hundreds of Australian families retire with confidence.
Scott Jackson
Founder of Wealthlab and a Senior Financial Adviser since 2012. Scott’s background in economics and 12+ years of advice experience give him the ability to see the full picture and build strategies that actually work.
Outside work: Brazilian jiu-jitsu and a whippet named… the whippet.
Phil Sproule
13+ years in the industry, from managing adviser teams to coaching the next generation. Phil’s real passion is working one-on-one with families, helping everyday mums and dads plan for the retirement they deserve.
Outside work: Beach, camping, fishing, CrossFit.
Daniel
A calm, thoughtful approach to helping clients navigate super, investment planning, and insurance. Daniel works closely with individuals and families to create strategies aligned with what they’re working towards.
Outside work: Outdoors, cooking experiments, live music.
Jordan
Kevin
Jen
Kathy
Advice that covers your entire financial picture.
We don’t just look at one piece of the puzzle. Every recommendation considers how super, tax, Centrelink, insurance, and estate planning fit together.
Retirement modelling
We model when you could retire, what your income might look like, and what levers are available to you.
Super & investment strategy
Contribution timing, fund selection, tax optimisation, and portfolio construction designed around your timeline and risk tolerance.
Insurance review
We check if you’re over-insured, under-insured, or paying for cover that doesn’t match your actual risk. Then we fix it.
Centrelink & Age Pension
Structuring your assets and income to support your Age Pension entitlement. The rules are detailed, getting them right can make a meaningful difference.
Book a free 15-minute call.
No preparation needed. Just a quick chat to see if we’re the right fit for your situation. If we’re not, we’ll tell you.