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 superannuation can be complex and overwhelming. That’s why we’ve created our ‘Super Sorted’ package, designed to help you optimise your super and achieve your retirement goals. Our expert team will work closely with you to:

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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 financial planning advice, 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
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Our Investment Philosophy

When you become a Wealthlab client, you align with our proven investment philosophy:

Your Partner in SMSF Success

At Wealthlab, we’re committed to providing comprehensive, tailored superannuation advice to help you achieve the retirement you deserve.