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Wealthlabplus

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Opening hours

Monday:

9:00am to 5:00pm

Tuesday:

9:00am to 5:00pm

Wednesday:

9:00am to 5:00pm

Thursday:

9:00am to 5:00pm

Friday:

9:00am to 5:00pm

Credentials

Licence image Financial Services No. 485478

Service awards

About us

At WealthLab, we have over 12 years of experience helping clients reach their financial goals. Our p ...
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Portfolio

Our team

business portfolio Jess
business portfolio Kevin
business portfolio Phil
business portfolio Scott

FAQs

When was your business founded?

2014


Reviews (13)

Write a review
verified email - 06 Sep 2021

Recently I was referred to Scott Jackson by an acquaintance, as I was feeling very stressed about my finances, particularly my super and an investment property I was advised to purchase. My understanding of finance and investing etc was very limited. In my mid fifties I realised I had nothing after a divorce, which was scary, as I had worked hard for a long time. I desperately needed financial advice and assistance.The people I was dealing with did not communicate well with me and did things without explaining what they were doing. Decisions were made without my input and as a result I felt confused and scared about my future. All I wanted was to have my home paid off and to know that I could retire before turning 80! Scott has been amazing in the short time I have known him. He is kind and patient and explains things to me so I understand them and allows my input by running things by me, so decisions are made together. Unfortunately, I didn’t know about Scott years ago! Scott is knowledgeable, efficient and I trust him. He is kind and very patient with me and he doesn’t put me down nor treat me like a fool. He responds to my annoying emails immediately, even after 6pm on a friday night! In my first meeting with Scott I felt a sense of relief and my future no longer looks so grim. I wouldn’t hesitate referring Scott to you or anyone.

Wealthlabplus 10 Jan 2024

Thanks for taking the time to share your journey with us. It's super important that you feel understood and in control of your financial future, especially after everything you've been through.

Your trust means the world to us, and we're here for all those late-night email chats, no worries at all! Really glad you're feeling more hopeful about the future. Thank you for recommending us!

Best regards,
The Wealthlab Team

verified email - 26 Oct 2021

Scott and Cres have helped me and my wife so much with our financial planning. We really enjoyed our experience and would recommend him to anyone. I like to use telegram for chat and he was happy to set us up with an internal chat account. Which was cool!

Wealthlabplus 10 Jan 2024

Thanks a ton for the awesome feedback! We are super happy to hear that you and your wife had such a great experience with us. Looking forward to keeping things rolling smoothly for you. Here's to more cool experiences ahead!

Catch ya later,
The Wealthlab Team

verified email - 11 Oct 2021

Scott is absolutely the best. He is one of the few people I am so thankful to have run into in my life. After years of struggling with not knowing what to do with my finances, he showed me how it all worked and I've never had more success in my life. He's honestly been really helpful for our finances and money plan.

Wealthlabplus 10 Jan 2024

Hearing that you're now enjoying more financial success than ever is exactly why we do what we do. We're super glad to be part of your journey and that Scott's guidance has been a game-changer for you.

If there's anything more we can do to keep things moving in the right direction, feel free to contact us!

Cheers,
The Wealthlab Team

verified email - 08 Oct 2021

I had a great experience working with Scott. The whole process was stress-free and enjoyable. I'm a quiet person and like to do text/email. Scott understood and having someone to help me make the best decisions made it really easy on me. I would recommend him!

Wealthlabplus 10 Jan 2024

Super glad to hear your experience with Scott was stress-free and enjoyable. We totally get that text/email is your thing it's all about what works best for you.

Really happy to know that having us help out made decision-making easy and comfortable for you. Big thanks for recommending him that means a lot to us!

Best Regards,
The Wealthlab Team

verified email - 06 Oct 2021

I can't imagine running my business without Scott. We were so lost before we met with him. He helped us to define our priorities and then showed us the best way to accomplish them. When we had no idea what we were doing, he was there for us and still is.

Wealthlabplus 10 Jan 2024

Knowing that Scott's been there for you from the start, and continues to be your go-to guy, is exactly the kind of support we love to provide. We're all about being there for the journey, not just the start.

Big cheers for sharing your experience. Remember, we're always here whenever you need a hand or just a bit of advice. Here's to more success and growth in your business!

All the best,
The Wealthlab Team

verified email - 28 Sep 2021

Scott knows his stuff and really makes sure he looks after you!
Also lovely to chat!

Wealthlabplus 10 Jan 2024

Thanks a bunch for taking the time to share your thoughts. We are super thrilled to hear you've had such a positive experience with us.

Looking forward to many more great chats and successes with you!

Regards,
The Wealthlab Team

verified email - 27 Sep 2021

Scott helped us to define our priorities and then showed us the best way to accomplish them. We had no idea what we were doing before we met with him, but now we feel confident about the choices we will make for our future. Scott is awesome!

Wealthlabplus 10 Jan 2024

Thanks for the great review!

Really glad to hear we've been a big help in sorting out your priorities and showing you the way forward. It's awesome to know you've grown confident about your future choices that's what we're here for!

If you ever need a hand or just want to chat about your next steps, we're just an email/call away.

Best regards,
The Wealthlab Team

verified email - 20 Sep 2021

I've been working with Wealthlab for over a year now and they have been amazing. They're affordable, friendly, and understanding of just how much stress we were under when we first came to them. I couldn't thank the team enough for their help and support in getting our finances on track.

Wealthlabplus 10 Jan 2024

We're over the moon to hear you've been loving the journey with us. It's awesome to know we've been able to ease some of that stress and help get your finances on the right track.

Big thanks for the kind words they mean a lot to the whole team. We're always here to keep things rolling smoothly for you.

All the best,
The Wealthlab Team

verified email - 16 Sep 2021

I have been working with Wealthlab for the past 2 months and have to say, they are an absolute lifesaver. I was running out of cash fast and couldn't figure out where on earth all our money was going until I met with Scott at Wealthlab. He helped me create a budget that was realistic for my income, gave me the tools to stay on track and lower my stress levels about money.

Wealthlabplus 10 Jan 2024

Thank you for sharing the results you attained in just two months!
It's great that our advice and tools are making money matters less stressful for you. We are always here if you need more support or a chat.

Thanks for the shout-out and trust. Here's to staying on track and keeping it stress-free!

Cheers,
The Wealthlab Team

16 Sep 2021

My business partner and I met with Scott from the Wealthlab Team to discuss financial services for our small business. He provided the perfect first time experience for us. We were able to work through a tailored financial strategy helping us plan for the future. Scott was great to deal with! We are already planning our next catch up. Thanks mate!

Wealthlabplus 10 Jan 2024

Tailoring a financial strategy that works for your business is what we love to do, and it's great to know it's been spot-on for you.
Big thanks for taking a moment to share your thoughts.

Best regards,
The Wealthlab Team

verified email - 15 Sep 2021

We got referred to Scott by a friend of ours and we have been very impressed with the eye for detail and the level of customer care. We feel we have been (and continue to be) well looked after and we have peace of mind that our financial assets are working for us in the best possible way. Specifically we hadn't really thought about our future and retirement plans. Scott's been good at goal settng and myself and my wife highly recommend WealthLab!

Wealthlabplus 10 Jan 2024

We're thrilled to hear about the significant assistance you received in planning your future and retirement goals.

We're all about making sure you're on the best path for you and your wife. Really appreciate your high recommendation it means a lot!

If there's ever anything more you need or just want to chat about the next steps, we're just a call away. Here's to a bright and well-planned future!

Cheers,
The Wealthlab Team

verified email - 15 Sep 2021

After somepoor experiences with other financial advisers, I approached Wealthlab this year. My interactions with them have been great. Scott and the team made me feel comfortable and confident in my decisions. I would recommend if you're looking for a professional and reliable firm to help you make a better future for yourself and your family. Thanks.

Wealthlabplus 10 Jan 2024

Thank you for sharing your positive experience with Wealthlab!

It's rewarding to hear that our efforts to make you feel comfortable and confident have been successful. Your recommendation is greatly appreciated, and we're committed to continually providing professional and reliable service to help build a brighter future for you and your family.

Warm regards,
The Wealthlab Team

verified email - 24 Aug 2021

Really happy with the services. Scott and the team were good with discussing my dream of growing the business and getting more money into super. He fixed up my wife life insurance. The process was super smooth. Thanks.

Approximate cost: $3400

Wealthlabplus 10 Jan 2024

Thanks for sharing your experience with us!

Really glad to hear you're happy with our service and how we handled your business growth and super. Happy we could smooth out the life insurance for your wife too. If you need anything, feel free to send us a message.

Best regards,
The Wealthlab Team