Wealth Builder' 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:

Your Wealthlab 'Wealth Builder' Package:

At Wealthlab, we understand that building wealth is a journey. That’s why we’ve created our ‘Wealth Builder’ package, designed to help you optimise your financial strategies and achieve your dreams. Our expert team will work closely with you to:

Optional Extra: Cashflow & Budgeting Deep Dive

For an additional fee of $990, you can opt for a detailed review of your current cashflow and budgeting, plus two 60-minute review meetings to really drill down into optimizing your financial position.

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 $5,400 (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

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 financial advice to help you build the wealth and future you desire.