Hi there.

Contact Us2021-02-20T22:05:48+00:00

Looking to book in a chat or still unsure and wanting to learn more?

WHY SHOULD I CONSIDER WORKING WITH YOU?2020-11-17T15:49:39+00:00

A good financial adviser works with you to understand your needs, set your financial goals, and create a plan to help you achieve them. With access to a range of options and advanced monitoring tools to ensure they fit your needs. Vanguard estimates a quality financial adviser can add around 0.5-1.5% p.a to your overall wealth picture. Our annual fee’s range from $2,805 to $6,707 and if your overall wealth fits within this range then yes, we think you should!

I WANT TO LEAN MORE BEFORE I BOOK A MEETING. HOW CAN I DO MY OWN DUE DILIGENCE?2020-11-17T15:50:30+00:00

Great question. We’ve set up a YouTube channel and podcast just for you! If you are reading this right now and want to learn a little more about Scott our director. Check out the free YouTube channel and podcast for more.

HOW DOES WEALTHLAB MAKE MONEY?2020-11-17T15:51:02+00:00

We offer our advice under a fee for service basis. Book yourself in for a discovery call and we’ll be able to discuss the different service offerings that may fit your needs.

DO YOU DO ZOOM OR VIDEO MEETINGS?2020-11-17T15:51:36+00:00

Yes, it’s our preference. Face to face meetings a great, however life is busy and we have clients all over the world. We’ve set up our business to follow you wherever you need and if we have done our jobs right. You’ll most likely NOT be living where you are today!

HOW ARE YOU DIFFERENT THAN OTHER FINANCIAL PLANNERS OR ADVISERS?2020-11-17T15:52:04+00:00

With a focus on building a quality and trusted relationship. Our service is designed for long term wealth creation and protection. Unlike a bank or larger financial planning firms we are set up to ensure the options you have are unique to your needs.

IS THERE A DIFFERENCE BETWEEN A FINANCIAL PLANNER OR ADVISER?2020-11-17T15:52:31+00:00

Not in Australia. In the US yes and it’s a question we get from people who’ve done some ‘Googling’. However there IS a difference in qualifications. Being apart of the Financial Planning Association is important to us and you can check out our director Scott’s accreditation here.

Scott Jackon, Director

  • A change for the better starts here.

  • Discover how Wealthlab can help you achieve the great things in life.

Your Free WealthLab Checkup

“Wealthlab’s checkup up was really good. We didn’t realise how far our real retirement was and had a “moneymindset” moment. Scott helped light the fire about our finances. I was impressed with the work he put in and have seen the fund’s do well. My partners happy and overall we are doing better.”

Laura Searl, Sydney NSW

A short call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery.

If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.

Like a doctor, it’s important to diagnose before we prescribe.

The next step is meeting with our team (in our office or via Zoom). During this one-hour meeting, our team will get crystal clear on your financial goals, needs, and concerns.

Before this meeting, we will request a few important documents. This data will drive our analysis and result in answers to the three critical questions.

We will apply 15+ years of experience, decades of Nobel-prize winning research, and thousands of hours of training to answer three critical questions for you:

  1. Are you on track to reach your long-term goals (e.g. retirement, or work-optional)?
  2. How can your tax bill be reduced?
  3. How can your investments be improved?

With your Assessment complete, we will have a second meeting (in person or virtually via Zoom) to review our findings and recommendations.

In plain English, we will explain exactly what you can do to improve your plan. We will also answer the three critical questions.

At the end of this meeting, we will ask if you would like to begin working with our firm or if you would like to think about it.

We are looking for long-term client relationships, not a quick transaction. It’s important that you take as much time as needed to make a decision.

To help you make a smart decision, answer these questions:

  1. Do I like, trust & respect the Wealthlab team?
  2. Do the benefits outweigh the cost?
  3. Do I understand and agree with their investment approach?
  4. Do their financial planning recommendations make sense?

We will follow-up within a few days to determine how you would like to move forward.

If you decide that we aren’t a good fit to work together, we will not take it personally. In fact, we will wish you the best and help you find someone who might be a better fit. There is never a hard-sell or pressure to say yes.

We are truly honoured to be working with you. Before the fun begins, we will regroup (via phone or in-person) to answer any outstanding questions and set expectations for the new client process.

Prior to this meeting, we will have sent you a detailed breakdown of this process and addressed any concerns.

Still Have Questions? Book a free zoom chat. We would be happy to answer them.

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