Low cost investing. Easy tax reports and ideas that will help to reach your financial goals.
Are you retirement ready?
Want to bridge the gap between your ideal lifestyle and current? Using cashflow models we will discuss your time horizon, investment appetite and ways to get there.
Simpler is (usually) better
Part of the process is clarifying your goals. Working out what really matters and then focusing on it.
Goals based investment
Most advisers write down how old you are and then invest accordingly. It makes no sense. You could be a 25 year old conservative investor. Or 65 and ready to push the limits. Talk to us about a customised future plan.
Access your super with more perspective than any industry fund can provide (in our view).
3 levels of service with each fitted to what you need.
Sometimes it’s easier to open a chat box and fire a question. We offer live chat for our clients during week days.
The traditional model is broken
A ‘balanced’ 50/50 investment model is a difficult to consider when striving to reach your investment goals.
With interest rates at 100 year lows, do you feel comfortable with your current cash allocation?
We are not stock pickers, but instead have built our service to run as optimally as possible. One that in our view will do better than any standard ‘Balanced’ super fund.
Click the start now button to learn more.
The solution is a nimble investment plan
& we offer 3 levels depending on what fits
Base: Portfolio Management only
Access to Wealthlab investments, insights and events.
This includes your super, SMSF, Tax, insurance and investments. All included in annual reviews
Access to Wealthlab investments, insights and annual reviews
Super, SMSF, Tax, insurance and investments. All included in 12 monthly annual reviews
Level two: Wealth+
Everything from Base and Monthly goal based updates, Tax and Estate planning strategies
The best teams in the world have a coach. At this level you are open to being held accountable and are ready for change.
Wealth club members receive specalist investment access. Your own goals based login & financial progress tracking.
Maximise your cashflow, debt and acces investment opportunities.
Level three: Growth
Fly first class? This option is for you.
Your own private family office.
Offshore tax optimisation, international investment bonds and connections to our colleagues in Switzerland and the UAE.
As an accredited Sophisticated investor. Access to high risk/High return portfolio strategies.
Powerful advice, minus the TV advertising.
Behavioural finance coaching and goals based advice
Time saved on managing your finances
Advice not limited to just Australia and that moves with you where ever life takes you
Wealthlab Portfolio construction principles
Access to low cost ETF Funds
Rebalancing in line with your risk profile
Low portfolio turnover
Mobile transactions and live reporting
Debt and higher growth strategies
WhatsApp and SMS updates when you need ad-hoc advice
Live chat during business hours
Access to a group of professionals who can help with your goals eg. Tax, real estate, loans and more
Access to the Wealthlab network
Connecting clients with each other to facilitate business and idea sharing
Fully licensed and accredited advice, that takes into account your family, future plans and risk profiles
Advice that puts your goals first and follows the “best interest duty”
A range of financial options. With your advice not tied to any one specific provider, platform or insurance
App based cashflow tool
Compare the value we provide and see if you think we are a good fit for you and your family.