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 to help you optimise your financial strategies and achieve your dreams. Our expert team of financial advisors for retirees will work closely with you to:
- Discuss and understand your future dreams, retirement planning and financial goals.
- Establish a baseline understanding of your current savings vs spending rate
- Review your current superannuation needs, risk profile, and asset allocation
- Evaluate your investment accounts and accumulated cash
- Basic budgeting, cashflow and debt management review
- Conduct a personal insurance needs analysis, if appropriate, to ensure you've considered your protection requirements
- Provide a comprehensive advice document detailing recommendations and changes
- Implement agreed upon advice and recommendations
- Conduct an annual review meeting to keep your strategies on track and discuss any desired changes
Optional Extra: Cashflow & Budgeting Deep Dive
For an additional fee of $990, you can opt for one of our financial planners to create a detailed review of your current cash flow and budgeting. They will then discuss this with you over two 60-minute review meetings to optimise your retirement investment.
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
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 financial advice to help you build the wealth and future you desire.
