Super Sorted Package
Streamline Your SMSF Journey with Wealthlab’s Expert Guidance
Setting up a Self-Managed Super Fund (SMSF) can be a complex and daunting process. At Wealthlab, we’re here to simplify the journey and provide you with the expert support you need to establish your SMSF with confidence.
Your free financial health check:
Our Super Sorted package:
At Wealthlab, we understand that managing your superannuation can be complex and overwhelming, especially when you’re retirement planning.
That’s why we’ve designed our ‘Super Sorted’ package to help you achieve your goals in optimising your super for a retirement investment. Our expert team of financial advisors for retirement will work closely with you to:
- Discuss and understand your super goals
- Review your current superannuation needs, risk profile, and asset allocation
- Consolidate multiple super funds (up to 3 funds included, additional funds at $200 each)
- Consider your basic life insurance needs
- Provide a comprehensive retirement advice document detailing recommendations and changes.
- Implement agreed upon advice and recommendations Conduct an annual review meeting to keep your super strategies on track
You’ve come this far, let’s help move you forwards.
Pricing
Transparent Pricing
We believe in clear and upfront pricing. Here’s what you can expect:
- A minimum upfront fee of $4,900 (incl. GST) for advice from a financial planner, based on complexity
- If you are seeking advice as a couple, we only charge half of the upfront fee for the 2nd person.
- An ongoing advice fee of 0.99% (incl. GST) of assets under management
- Quoted fees for any additional advice required outside of the annual ‘Super Sorted’ review scope
Our Investment Philosophy
When you become a Wealthlab client, you align with our proven investment philosophy:
- Embracing calculated risk for long-term rewards
- Adapting to market challenges with active management and a dynamic advice team
- Leveraging professional fund managers to navigate market cycles
- Ensuring reasonable and justified management fees based on quantifiable benefits
- Mitigating risk through strategic diversification across different investment types
Your Partner in SMSF Success
At Wealthlab, we’re committed to providing comprehensive, tailored superannuation advice to help you achieve the retirement you deserve.
