FAQ
Your frequently asked questions (FAQ)
Your free financial health check:
Areas we may help you with
- Personal insurance reviews. e.g Life , TPD, Income protection and Trauma (critical illness).
- Investment strategies to accellerate your wealth goals and strive for more.
- Investment planning advice for your industry super fund or closing your SMSF
- Debt reduction. Connections to an adviser network who can help.
When to not use Wealthlab ?
- Chasing high returns only. There’s no crystal balls here.
- Non-Australian Residents: WealthLab’s services are tailored for the Australian market, adhering to local regulations and financial environments.
- People who don’t want help and are happy to manage their investments and financial planning without any guidance.
Frequently Asked Questions
Q: What can I benefit from WealthLab’s services?
A: If you’ve got some savings and want to see them grow over time, we’re here for you! Our services are perfect for those looking to build their wealth for the future, especially if you’re looking for options around Super and retirement planning.
Q: Can WealthLab help me with short-term financial goals?
A: We’re more like marathon runners than sprinters. Our focus is on helping you grow your wealth over the long haul, not just quick wins.
Q: Do I need to be an investment expert to work with WealthLab?
A: Not at all! Whether you’re a beginner or have some experience, we guide you through the process, making it easy to understand and manage.
Q: Is WealthLab only for Australian residents?
A: Yes, our expertise is all about Australian finance. We’re well-versed in local financial rules and strategies, making us a great fit for those living in or familiar with Australia.
Q: What if I prefer to handle my investments myself?
A: No worries! If you love diving into the details of managing your own investments, we might not be the right match. We’re here for those who want a guiding hand.
Q: Does WealthLab offer in-person meetings?
A: We’re digital-focused advisers, so in our view, the magic of advice doesn’t need to be face-to-face. Instead, its about goal-setting, accountability, and working as a team. This digital context helps us reach and assist people efficiently without the need for face-to-face meetings.
Q: Can WealthLab guarantee returns on my investment?
A: Investments always come with risks, and we don’t promise surefire wins. What we do is help you make informed choices to grow your wealth in a measured way.
Q: What if I’m not comfortable using digital tools?
A: Our services rely heavily on online platforms. If you’re not keen on using digital tools, we might not be the best fit. But if you’re willing to learn, we’re here to help!
