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Wealthlab - Financial Advisor - Retirement Planning

Wealthlab - Financial Advisor - Retirement Planning

4.9(57 reviews)See reviews ↓·Melbourne

About the company

The firm specialises in retirement planning for Australians aged 50 and over, and operates fully online to serve clients anywhere in Australia. Scott Jackson is the Director, Senior Adviser, and founder of Wealthlab. Phil Sproule is a Senior Financial Planner with over 13 years in the industry. Daniel McMaster is a Financial Adviser. Wealthlab's senior advisers have more than 25 years of combined experience, and the firm has 12 or more years of experience.

It has helped over 500 Australian families and has over $80 million under advice as at April 2026. Wealthlab's advisers are registered on ASIC's Financial Advisers Register. The firm charges fixed fees quoted upfront and does not sell products or tie to any fund or platform. It provides ongoing advice with annual reviews. Services include retirement planning, superannuation, pension and Centrelink advice, investment strategy, and insurance review. Wealthlab's legal entity is Wealthlabplus Pty Ltd.

What customers say

Based on genuine customer reviews

Wealthlab - Financial Advisor - Retirement Planning draws consistent praise for the clarity and depth of its advice. Named advisers Phil and Scott appear repeatedly in feedback, with clients describing both as knowledgeable, patient and genuinely invested in outcomes. Self-managed super fund setup is a service many reviewers single out, noting that the process was explained step by step and that questions were answered until they felt confident. Retirement planning and superannuation strategy also feature regularly, with clients describing investment portfolios tailored to individual objectives and structured around managing risk.

An aspect raised across a number of reviews is the absence of pressure; clients state they never felt rushed and that follow-up happened when needed. Responsiveness is another recurring theme, with advisers described as quick to reply and generous with their time, including help with paperwork after an accident. Reviewers also mention guidance that helped them reduce debt and build savings towards a first home. The friendly, approachable manner of the team rounds out the feedback, with clients describing them as thoughtful and caring people who make complex financial matters understandable.

Financial consultantInvestment serviceSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

JJ
Joyce Jolevski23 June 2026

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.

JW
jenny wallis30 December 2025

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!

SC
Sarah Cooper10 November 2025

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!

S
Sarah22 September 2025

Scott has been a joy to deal with, helping us navigate our financial situation and answering our endless questions. Highly recommend

DM
Debbie McMillan8 September 2025

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!)

SL
Sam Lieberman29 August 2025

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.

IS
Isaac Schulz25 August 2025

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.

RankProviderRatingReviewsOpen Sat.
1360 Financial Strategists★ 5,0438No
2Choice Capital★ 5,095No
3Priority1 Wealth Management Group★ 5,014No
4My Wealth Solutions - Financial Advisors & Planners★ 5,010No
5Toro Wealth Financial Advice★ 5,08No
9Wealthlab - Financial Advisor - Retirement Planning (this page)★ 4,957No
Contact
+61343232304wealthlab.com.au3/162 Collins St, Melbourne VIC 3000
Working hours
Monday10:00–19:00
Tuesday10:00–19:00
Wednesday10:00–19:00
Thursday10:00–19:00
Friday10:00–19:00
SaturdayClosed
SundayClosed