Scott founded Wealthlab to give Australians approaching retirement direct access to experienced, personally delivered financial advice, without the jargon, without the call centre, and without being tied to a product shelf. Over 240,000 people listen to the Wealthlab Podcast every month.
Wealthlab operates fully online, providing advice to clients in Adelaide, regional SA, or anywhere else in Australia.
Scott Jackson founded Wealthlab in 2014 because he saw too many Australians getting financial advice that was built around products, not people. He wanted to build something different, a firm where clients get direct access to their adviser, where the advice is tailored to the client, and where every strategy starts with what the client actually needs rather than what a licensee wants to sell.
Fourteen years into his career as a financial planner, that founding principle hasn’t changed. Scott and the Wealthlab team work primarily with pre-retirees and retirees who want a structured, clear plan for the next chapter. Whether it’s mapping out how super and pension drawdowns work together, structuring an SMSF, or working through Centrelink and Age Pension eligibility, Scott’s approach is the same: explain the options in plain English, show the numbers, and let the client decide.
Wealthlab operates fully online, which means clients in Adelaide, regional SA, or anywhere else in Australia get the same quality of advice and the same level of access. You can text, call, or WhatsApp your adviser when a question comes up, there’s no receptionist or call centre in between. Scott leads a team of seven, including co-host and Senior Financial Planner Phil Sproule, a dedicated paraplanner, a client liaison, and support staff who handle onboarding and administration so the advisers can focus on advice.
Outside of client work, Scott and Phil co-host the Wealthlab Podcast, which reaches over 240,000 people every month across YouTube, Spotify, and Apple Podcasts. They use it to break down super, pensions, and retirement planning in the same plain-English style they use with clients, so you can see exactly how they think before you ever book a meeting.
Wealthlab is a self-licensed boutique firm operating through MiPlan Advisory Pty Ltd (AFSL 485478), meaning the advice isn’t restricted to a bank’s product list. Scott is a verified adviser on the ASIC Financial Advisers Register (Adviser No. 000425977) and holds a Platinum rating on Adviser Ratings.
Scott doesn’t lead with products. He leads with questions: What does retirement actually look like for you? When do you want to stop working? What income do you need, and where is it going to come from? The strategy gets built from there.
His approach is goals-based and data-driven. Every recommendation is modelled and stress-tested before it’s presented, so clients can see the numbers behind the advice, not just a set of recommendations they’re asked to trust. Scott is focused on helping clients understand the “why’ behind every decision, not just the “what.”
Because Wealthlab is a small, self-licensed firm, Scott isn’t limited to a restricted product list. He can recommend the structure, platform, or investment approach that genuinely fits, whether that’s a simple industry super fund, a diversified portfolio, or an SMSF. The advice is built around the client’s goals, not a product shelf.
Outside of work you’ll find Scott in the gym working on his Brazilian Ju Jitsu skills or at the dog park with his whippet.
Scott is qualified to provide financial advice across a wide range of areas, including:
“Working with Scott has been nothing short of wonderful. He’s a great financial planner and our portfolio has grown. My father and I are very happy.” ~ Araminta A.
“After a bit of a rocky road with previous advice, Wealthlab was a breath of fresh air. Their personalised strategies for retirement planning suited my situation perfectly, and the ongoing support has been top-notch. No one-size-fits-all here, they really tailor it to you.” ~ Hailey M.
“Finally found advisors who actually listen. Phil and the crew at Wealthlab explained my super options clearly and without any hard sell. Feeling much more confident now, thanks heaps!”~ Tansol
“So grateful to Jordan and the team at Wealthlab. They are transparent, well informed and professional. Would highly recommend them.” ~ Helen T.
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