Wealthlab Reviews

Sarah Cooper 2025.11.10

     

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!

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Naomi Torpy 2025.11.03

     

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Reply from Wealthlab 2025.11.09

Thank you so much, Naomi! I’m really glad to know you had a positive experience with our services 😊

Jimmy Jackonia 2025.10.15

     

Easy to deal with and very informative

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Reply from Wealthlab 2025.10.16

Thank you, Jimmy! I'm glad I could make SMSF and retirement planning easier for you. Let me know if you ever need help reviewing your super or reaching your retirement goals 😊

Joshua Barnard 2025.10.08

     

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Reply from Wealthlab 2025.10.09

Thank you, Joshua! I'm glad to know you had a great experience. If you're exploring SMSF or retirement planning, feel free to reach out anytime for a super review to ensure you're on track with your retirement goals! 😊

Helen Testa 2025.09.25

     

So grateful to Jordan and the team at Wealth Lab. They are transparent, well informed and professional. Would highly recommend them.

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Reply from Wealthlab 2025.09.25

Thanks Helen!! Much appreciated - Phil, Jordan, Scott & the WL team!

Sarah 2025.09.22

     

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

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Reply from Wealthlab 2025.09.22

Thank you so much, Sarah! I'm really glad the team and myself could assist you both with your financial journey and support your goals. Your recommendation means a lot! 😊

Debbie McMillan 2025.09.08

     

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!)

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Reply from Wealthlab 2025.09.09

Thank you, Debbie, for sharing your experience! It’s great to know you feel valued and supported with your retirement planning and super review. Building genuine connections is something I truly believe makes all the difference - Jordan!😊

Sam Lieberman 2025.08.29

     

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.

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Reply from Wealthlab 2025.08.29

Thank you, Sam! I'm so glad to hear our advice and support have been valuable for your retirement planning and financial growth. It means a lot to me that we could assist you with your goals! 😊

Isaac Schulz 2025.08.24

     

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!

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Reply from Wealthlab 2025.09.05

Thank you, Isaac, for such a thoughtful review! I'm so glad to hear our advice and tools are helping with your financial goals. Your kind words mean a lot! 😊

Wendy Harvey 2025.07.07

     

Great experience moving to SMSF. Everything was explained so we understood the process and what to expect. Everything set up in under 6 months from introduction to having all set up and running. Would recommend starting younger than we did as we are doing the last minute dash. Scott and co have been great to work with , keeping us fully informed at every stage and answering all questions as they arise. Now the countdown to retirement

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Reply from Wealthlab 2025.08.25

Thank you, Wendy! I'm glad to hear the SMSF transition went smoothly and everything was clearly explained. Wishing you all the best with your retirement planning and achieving your goals—exciting times ahead! 😊

farhaana desai 2025.05.31

     

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Reply from Wealthlab 2025.05.31

Thanks farhaana always a pleasure ✅👍🏼

Maree Hodgson 2025.03.19

     

Highly recommend Phil & Scott and team, they helped myself and my partner restructure our life policies to better suit our needs. Nothing was ever too hard Phil was compassionate and caring and took his time explaining to us about our new policies and how they worked. Also assisted us when my partner had an accident with the forms we needed to submit without his help we would have been in some financial difficulties. Thanks for everything Phil & Scott.

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Reply from Wealthlab 2025.03.20

Thank you, Maree! I'm glad Phil and Scott could assist you and your partner effectively, especially during such a challenging time. Restructuring policies for better alignment with your needs is so valuable when working towards your goals. 😊

Janet White 2025.03.13

     

I am coming toward the end of my career and sort financial advice. I was quite nervous and had never engaged in this field before. Well, can I say, I wish I had made the move earlier. I am feeling confident with Phil's advice and action for me. Looking ahead with joy.

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Reply from Wealthlab 2025.03.14

Thank you, Janet! We're thrilled to hear Phil's advice has brought you confidence and joy. It's wonderful to know we could make this experience comfortable and positive for you. Wishing you continued success in your journey ahead!

Michael Mazza 2025.03.07

     

"Scott from Wealthlab is a true expert in SMSF setup. His knowledge and professionalism were evident from our first meeting. He provided clear and concise advice, ensuring I understood every aspect of the process. I highly recommend him to anyone looking to establish an SMSF."

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Reply from Wealthlab 2025.03.14

Thank you, Michael much appreciated and best of luck with your future growth goals. Your recommendation means a lot and serves as encouragement, Kevin's also happy to have been apart of the setup.

gazonkapede gazwin 2025.02.11

     

Good people to work with in regards to super

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Reply from Wealthlab 2025.03.14

Thank you for your kind words! We're glad you had a positive experience working with our team regarding super.

Matt Dunford 2025.02.10

     

I was very skeptical when accessing any financial advisors, and WealthLab was no different. I was compatibility profiled with Phil from Wealthlab, and honestly, it has been one of the best decisions that I have made. We think similar, and he knows his stuff. I am very happy with my Supperannuation portfolio, thanks to the strategic advice from Phil. If your seeking upfront advice supported by industry big data and wanting to improve your supperannuation position, then don't hesitate; Scott, Phil, and the team are awesome. Don't go shopping around; you pay for what you get, and it is worth every cent.

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Reply from Wealthlab 2025.03.14

Thank you, Matt, for sharing your positive experience with Phil and the team! It's fantastic to hear the strategic advice has made such a difference for your superannuation. Phil and the team are also happy with the results - good stuff!!

Ina Flanagan 2025.02.02

     

The experience was amazing everything was explained. They have put us on the right track. Very helpful would highly recommend.

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Reply from Wealthlab 2025.02.02

Thanks so much, Ina! We’re thrilled to know you found the experience valuable and that everything was explained clearly. Our goal is to empower our clients with the right financial strategies, and it’s great to hear we achieved that with you. Looking forward to continuing to support you on your journey!

Oliver Whiteley 2025.01.31

     

Scott and Kevin have been a dream to deal with. The advice they have provided us is super easy to understand, without all the financial planning jargon. We would strongly recommend them to assist in creating a SMSF!

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Reply from Wealthlab 2025.02.02

Oliver, we truly appreciate your kind words! Scott and Kevin will be so pleased to hear that their advice made a real difference in simplifying the SMSF process for you. Thanks for your trust in us—looking forward to continuing to support you on your financial journey!

Lieth Spence 2024.11.25

     

Our recent experience with the Wealthlab team has been outstanding. Phil’s knowledge and advice has made our investment journey as easy and smooth as it could possibly be. Hi highly recommend Phil and Scott for financial advice and SMSF set up.

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Reply from Wealthlab 2024.12.26

Thank you, Lieth! We're thrilled to hear about your positive experience with Phil and Scott. Your recommendation means a lot, and we're here to support your investment journey as you need us into 2025!

John Jerkovic 2024.11.07

     

Phil has been excellent in taking over my portfolio and has helped me immensely, nothing is too much for these guys and I’m glad to have them on my side.

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Reply from Wealthlab 2024.11.08

Thank you, John! We're thrilled to hear about your positive experience with Phil and are happy to be on your side. We appreciate your trust in us and look forward to continuing to support you.