Wealth Management

Tailored wealth management, financial planning, and investment portfolio management.

A holistic approach to your financial journey

Instead of working with various professionals for your diverse financial needs, we adopt a more comprehensive approach through our Wealth Management Program, examining your financial life in its entirety. By consolidating all your services into one management plan, you no longer have to juggle multiple financial services, communicate with numerous different people and sit through countless meetings one after the other.

Wealth Management

What is Wealth Management?

Wealth Management is a higher-level service that encompasses all our financial service products. It’s an individually tailored program, managed by your dedicated Senior Financial Advisor. In turn, they will consult with a team of highly experienced professionals from all areas of finance, to deliver progressive wealth management solutions.

We take a holistic approach when it comes to Wealth Management. You will have an ongoing relationship with one financial professional, instead of having to communicate with multiple people at once. However, there is a team of experts behind that one advisor, constantly working harmoniously to grow your wealth. No separate financial services working against each other, and much more efficient communication.

We’ve found that at MoneyLab, our turnkey solution, tailored to your needs, is far more effective than an ad hoc approach to wealth management.

Key Benefits

What is the role of wealth management?

A wealth management advisor is here to help you navigate the world of finance and to make the right decisions for your future. Quality wealth management services will ensure you are making the right investments, saving effectively, and making savvy purchases. In the end, wealth management services are here to help you grow your wealth.

Why join our Wealth Management Program?

Transparency and trust are everything to us because we want to build strong relationships with each and every one of our clients.

We want to go that extra mile for you and invest in our relationship, for life. We want to be the breath of fresh air in a complex and misleading financial market. We devised our tailored Wealth Management Program to help you achieve your full financial potential. What’s more, Wealth Management in Australia is an essential starting point for many other financial services. 

Chat with one of our expert Financial Advisors today to find out more.

Financial Planning

Frequently Asked Questions

There is no set limit to how much you need to have in the bank or in assets. However, a wealth management account is better suited to those with upwards of $2 million in assets. And if you are wondering whether it is worth paying for wealth management, the answer is yes. Expert services mean you are much more likely to grow your wealth and assets, and benefit from smart investment decisions.

It all starts with a conversation with your dedicated Senior Financial Advisor.

You talk, and we listen. We take the time to get to know you. We want to fully understand where you are now, and where you want to be. Then we will outline our Wealth Management program, and explain how we can create a bespoke service, made just for you.

Once we are underway, we will ensure you are on the right path through regular progress updates and health checks. And we’re always here for you.

Speak to us about your financial planning

Call moneylab and one of our finance experts will be able to assist you immediately.
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Our Team

Harman Dhillon

Harman Dhillon

Senior Financial Planner
Kim Nguyen

Kim Nguyen

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Other Financial Planning options

Super Review

It is never too early to conduct a super review.

Your Financial Advisor will review your super and ensure it is set up correctly and performing the best it can so you do not need to make sacrifices further down the track.

We will also consolidate any lost super you may have as this could be money that you are missing out on.

Investment Strategy

Are you looking at investment properties?

We offer investment strategy with our financial advice. Whether you are a first timer or seasoned pro, we can advise you on your next move.

We also do investment lending, so you need to look no further.