Wealthlab - Financial Advisor - Retirement Planning
About the company
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Love having Wealthlab as my financial advisors. I am dealing with Phil, who I highly recommend. He explains things in a way so I can understand, and I have not felt pressured at all. He's friendly, knows a lot, gets things done quickly and generous with his time. I had no idea what I was doing and kind of chose to leave my head in the sand. Now I don't have to worry about my super and pre-retirement years. Thanks Phil for easing my mind, I'm very happy.
I highly recommend the team at Wealthlab. Jordan and Daniel are both wonderful human beings, honest, highly professional, and super informative. I really appreciate their insights and support!
I’ve been with Wealthlab since early 2023 and honestly, Phil has been absolutely amazing. He’s helped me get my finances sorted in a way that finally makes sense, and I actually feel excited about the future and retirement now — which is pretty cool! Working with Phil has been the best decision I’ve made. He’s awesome at explaining things clearly and really takes the time to get what matters to you. He’s genuine, easy to talk to and always makes you feel supported. Couldn’t recommend Wealthlab more highly — they’ve been a game-changer!
Scott has been a joy to deal with, helping us navigate our financial situation and answering our endless questions. Highly recommend
A personal connection is the edge these guys at Wealth Lab have over other super funds. I have swapped from a 24 year account with Q Super to Wealth Lab highlighting my experience between both super funds is poles apart due to that connection; enabling me to feel the Wealth Lab guys are a family looking after my family. These guys have a wealth of knowledge and experience in the financial game and are family men themselves showing integrity, and human conscience as they actually care about their clients. I dealt with Jordan and Phil face to face and they're great for a random chat so give them a call if you're bored! (Sorry guys, your work might take longer to get through now!)
Scott and his team's advice and knowledge is exceptional. We're proud to have Wealthlab play a strategic part in our financial growth and long term retirement planning.
Phil and the team at WealthLab truly know their stuff when it comes to money and investing. But what sets them apart is their exceptional people skills. They’ve equipped us with the right advice and tools to help our financial portfolio grow beyond what we ever thought possible. They are genuine, thoughtful, and dedicated individuals who genuinely care about their clients’ success. They go above and beyond to ensure you’re well looked after and feel confident in your financial journey. I highly recommend WealthLab to anyone looking for expert guidance combined with personalized care!
Financial advisers & planners in Melbourne compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Melbourne are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | 360 Financial Strategists | ★ 5,0 | 438 | No |
| 2 | Choice Capital | ★ 5,0 | 95 | No |
| 3 | Priority1 Wealth Management Group | ★ 5,0 | 14 | No |
| 4 | My Wealth Solutions - Financial Advisors & Planners | ★ 5,0 | 10 | No |
| 5 | Toro Wealth Financial Advice | ★ 5,0 | 8 | No |
| 9 | Wealthlab - Financial Advisor - Retirement Planning (this page) | ★ 4,9 | 57 | No |
