Retirement Financial Advice,
Built With Purpose

Turn super, investments and income into a clear retirement outcome — with a structured advice process built around you.

A quick introduction to Wealth Factory and how we help with retirement financial advice and planning

A clear, practical approach to planning your retirement - without guesswork.

Retirement Income (that lasts)

Build a drawdown strategy that balances lifestyle, tax and longevity risk — so you know what you can spend with confidence.

Super + Investments (aligned)

et your super, personal investments and cash reserves working as one system — with the right risk level for this stage of life.

Tax, Contributions & Centrelink

Practical strategies around contributions, pension commencements and Centrelink considerations — so you keep more and avoid costly missteps.

The Wealth Factory Assembly Line Process

Ready to get clarity about your retirement?
Book a complimentary Discovery Call and find out what’s possible.

Testimonials

Rob has been my adviser for years and I am confident and I have recommended Rob to family and friends.

Terry

Rob has been our financial adviser for some time now and we have every confidence in his ability to manage our financial situation.

Julie

Rob’s professionalism and competency, matched with down-to-earth friendly advice sets him apart from others. Highly recommend this service.

Kristy

Rob helped me more than expected more than anyone else has when it comes to finances.

Grant

Rob is one of the most down to earth, professional, and helpful Financial Planner in the industry...

Matthew

Rob has always made himself available when we need to discuss our situation. I feel confident that he has our best interests in hand

Alyson

Download our free guides

Our financial advice guides cover a wide range of topics to help you get your finances on track.

✓ The Financial Confidence Blueprint

✓ The Super Handbook

✓ The Five Components of Financial Freedom

✓ Common Mistakes That May Ruin Your Retirement