Financial Adviser
Rockhampton

We strive to offer a high level of personalised financial service and support to the people of Rockhampton.

Rockhampton, a vibrant and resilient community nestled along the picturesque Fitzroy River in Australia. As the financial heartbeat of this thriving city, Wealth Factory is here to help you unlock your financial potential and guide you towards a secure and prosperous future.

With our expert financial advice and personalised plans, we aim to empower individuals and families in Rockhampton to achieve their financial goals, no matter their current circumstances.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Financial Landscape of Rockhampton

Rockhampton boasts a rich tapestry of residents, from hardworking families to ambitious professionals and retirees enjoying the serene coastal lifestyle. It is essential to recognise the financial needs and aspirations of this diverse population, and that’s where Wealth Factory excels. We have in-depth knowledge of the local economy, property market, investment opportunities, and government policies that impact your financial well-being. Our expertise allows us to tailor financial plans to meet the unique requirements of Rockhampton residents.

Demographic Insights of Rockhampton

Rockhampton’s population of over 83,723 residents is characterised by a blend of urban convenience and a strong sense of community. The city’s median weekly household income is $1,477, or 76,844 annually with a median age of 38 years.

As financial advisers, we understand the importance of long-term planning, retirement strategies, and wealth preservation, considering the diverse age groups within the community. Whether you’re a young professional starting your career, a growing family, or a retiree seeking financial security, our team at Wealth Factory has the expertise to assist you at every stage of life.

Why Clients Love Us

At Wealth Factory, our top priority is providing personalized financial services and support to the residents of Rockhampton. We are dedicated to meeting the individual needs of our clients and always putting their interests first.

We will collaborate with you to design a personalised financial plan that fits your individual needs and lifestyle, and we will provide ongoing support to ensure that you stay on track towards achieving your financial objectives.

If you want to prepare for unexpected expenses, plan for the long-term, or simply improve your financial management, Wealth Factory can assist you. Don’t hesitate! Contact us now and we will demonstrate how we can assist you in creating a brighter future.

If you choose to hire us as your financial planner you will benefit from:

A dedicated personal advisor who is easily accessible and always ready to assist you with achieving your financial objectives.
Clarity on your financial situation at every stage of your life, so you can consistently stay on track with your personal finances.
Expert guidance on debts, loans, insurance, investments, and retirement, allowing you to make informed decisions that suit your needs.
A personalised financial plan that we will help you create from scratch, ensuring that you stay on track with your financial goals.
Regular updates and reports on your financial plan to help you stay focused on what's important.
Online access to information about your investments, giving you control over your financial situation.
Expert advice on how to adjust your investment portfolios and financial strategy as needed, preparing you for the future.
Reviews of internal and external market conditions, enabling you to be proactive about your finances.

To make financial planning less overwhelming for our clients, we strive to offer excellent service, meticulous attention to detail, and expert knowledge.

At Wealth Factory, we strive to provide everyone with a customised financial plan that is tailored to their individual goals and needs. We work closely with each of our clients to ensure that their plan is both comprehensive and personalised, and we take the time to ensure that they are fully comfortable with their plan.

At Wealth Factory, we have a wealth of knowledge and experience in the industry, having been in business for over a decade. We can help you tailor a financial plan that is specifically designed to help you reach your goals. Rather than settling for a generic, one-size-fits-all solution, turn to us for a customised approach that can help you achieve your dreams.

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Schedule a call to learn how we can help you

In order to ensure reliable financial planning, it is important to have a trustworthy team on your side. Wealth Factory recognizes this and offers complimentary initial consultations to allow both you and us to understand your financial objectives.

We are here to give you guidance and answer any questions you may have so that you can make an informed decision about whether working with us is the right choice for you. We always want what is best for our clients, so if we feel that we are not the best fit for your needs, we will let you know and suggest other options that may be better suited to help you reach your financial objectives. Schedule a free consultation with us now and let us assist you in taking charge of your financial future.

During the initial consultation (also known as a Discovery Call), your financial advisor will:

Gain an understanding of your background, career/business, and goals through a series of questions and discussions
Create a list of specific goals and determine what services you would like us to provide
Identify any advisory areas or issues that may need to be addressed
Provide an overview of our company (Wealth Factory) and explain our fee structures, services, and scope of advice
Agree on the terms and expectations for our working relationship.

I will only invite you to become a client of Wealth Factory if I feel that we can both benefit from a partnership and if you are willing to sign a term of engagement agreement. If these conditions are met, we will schedule a pre-production meeting at a later date.

Achieving financial security doesn’t have to be complicated or stressful. Our team can help you achieve financial stability and peace of mind with ease. Simply book a free discovery call with us and we can create a personalised plan that works for you and your family. Don’t hesitate, reach out to us today!

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Financial Adviser Rockhampton

Australia Wide Online Meetings

As we continue to navigate the COVID-19 pandemic in 2023, we understand that some people may not feel comfortable with in-person meetings at our Toowoomba office.

To accommodate this, we offer virtual meetings using platforms such as Google Meet, FaceTime, or the telephone. We also provide the option for electronic document signing to make the process as convenient as possible. These virtual meetings are available to clients across Australia, including in Sydney, Melbourne, Brisbane, and Perth.

We are committed to providing expert advice without sacrificing quality or affordability, even if meeting in person is not an option. Additionally, we offer late meetings up to 9pm AEST to accommodate busy schedules.

Schedule Your Appointment

Your financial advice journey starts with a FREE 30-minute Discovery Call

Interested in finding out more about Wealth Factory? Get in touch if you’d like to find more about our advice options.

What Our Clients Say

Rob's been helping me over a year now. He is always totally honest and looking after my best intrestests.

S McAuliffe

Rob has been looking after my super for the past 6+ years and has always provided exceptional quality service, can highly recommend 👍

C Horn

Rob helped me more than expected more than anyone else has when it comes to finances. If your looking for someone that will go the extra mile Rob is your guy. He is the ONLY person I trust.

G Murray

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

K Baker

Who We Help

Retirees

Teachers

FIFO Workers

Nurses and Healthcare Workers

Business Owners

Tradies

Pre Retirees