YourNext stepsStarts here
Areas we can help you.
Why Wealthlab?
Your Wealthlab plan steps.

We start with an online meeting to discuss your finances, goals and future dreams.

We analyse your scenario, complete a fact find and go deeper into your money motivators.

We prepare a statement of our advice. Summarise what we recommend and discuss how we think it will be a good fit for your needs.

Happy? Great, we complete the form via a digital signature tool and save it to your record. Want changes? Also fine, this is your plan and you need to be happy.

Application time. We assist you with the forms, and impliment your new financial strategy.

A long-term partnership is the key to long-term success! We want to help you keep on top of your goals.


What our clients are saying about us!
Alexis and Marina Z.
Jacinda and Michael T.
To be honest I was worried about seeing a financial planner. I was concerned around the advice being on to products or investments that benefitted the advisor financially. In left my first call really pleased that this wasn’t the case. Scott didn’t talk products at all. Instead, he spent the time to understand our interests. My own (expensive) passions and where we are at with a split family. This was before we spoke about anything around finance. I was surprised and did not expect the level of empathy to come from a finance business at all. Scott was approachable, easy to speak to took meaning in helping educate me on finance. This is more than I was anticipating.
Brett M.