15 minutes that could change your retirement.
Pick a time that works. You’ll speak with a real person on our team, no sales pitch, no automated funnel.
- 100% free, no obligation
- 15 minutes — we respect your time
- Video or phone — your choice
- No preparation needed
A simple conversation. Not a sales pitch.
Here’s exactly what happens before, during, and after your call.
No preparation needed
You don’t need to gather documents, know your super balance, or have specific questions ready. Just show up. If you happen to know your approximate super balance, that’s a bonus, but not required.
Jordan listens first
He’ll ask about your situation, what’s on your mind, and what you’re hoping to get out of financial advice. Then he’ll explain how Wealthlab works and whether we’re the right fit.
You decide. No pressure.
If it makes sense, Jordan matches you with Scott or Phil for a deeper strategy session. If it doesn’t feel right, you simply don’t proceed. No follow-up calls, no chasing emails.
What others said after their first call.
“Wealthlab was a breath of fresh air. Their personalised strategies suited my situation perfectly, and the ongoing support has been top-notch.”
“Finally found advisors who actually listen. Phil and the crew explained my super options clearly and without any hard sell. Feeling much more confident now.”
“Jordan and Daniel are both wonderful human beings, honest, highly professional, and super informative. I really appreciate their insights and support!”
Quick questions before you book.
Is the call really free?
Yes, completely. No credit card, no hidden fees, no catch. It’s a genuine conversation to see if we’re the right fit for your situation. If we’re not, we’ll tell you.
Who will I speak to?
Jordan, our client liaison. He’s a real person on the Wealthlab team (not a call centre or chatbot). His job is to understand your situation and, if it makes sense, match you with the right adviser, either Scott or Phil.
What if I'm not ready to commit to anything?
That’s perfectly fine. Most people aren’t. The call is a no-pressure way to explore whether financial advice is right for you. There’s no follow-up hard sell. If you want to think about it, we’ll leave the door open.
How much does actual advice cost if I go ahead?
A typical retirement plan starts from around $5,500 upfront with ongoing advice from $280/month. We always quote a fixed fee before starting ,no surprises. But that conversation happens after the intro call, only if you decide to proceed.
Not ready to talk yet? Try the retirement quiz.
2 minutes, no sign-up. Get a clear snapshot of where you stand before committing to a call.