Financial Adviser
Adelaide

We are client-focused, and we provide a personal level of financial service and care to the residents of Adelaide.

Adelaide, the vibrant capital city of South Australia, is not only known for its stunning landscapes and thriving cultural scene but also for its financially conscious community.

People living in Adelaide understand the importance of financial security and seek expert guidance to navigate the complexities of personal finance.

Adelaide boasts a diverse population, with a range of income levels and financial aspirations. Whether you’re a young professional starting your career, a growing family looking to secure your children’s future, or a retiree seeking to make the most of your savings, Wealth Factory understands the unique financial needs of the people in Adelaide.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

The Financial Landscape of Adelaide

Adelaide is home to a diverse and thriving community. The city boasts a healthy mix of industries, including healthcare, education, manufacturing, defense, and professional services. Its stable economy, coupled with affordable living costs, has made Adelaide an attractive destination for both young professionals and families.

Demographic Overview

Adelaide’s population is characterised by a wide age distribution, ranging from young adults entering the workforce to retirees enjoying their golden years. The city has a strong educational foundation, with numerous universities and higher education institutions attracting students from across Australia and around the world. This diverse demographic landscape creates a need for tailored financial advice to cater to the unique circumstances of each individual or family.

Benefits of Choosing Us

Wealth Factory is all about providing a personal level of financial service and care to the people of Adelaide. We’re client-focused, meaning that we always put your needs first.

We’ll work with you to create a financial plan that suits you and your lifestyle, and we’ll be there with you every step of the way to make sure that you’re on track to reach your goals.

Whether you’re looking to save for a rainy day, invest for the future, or just get a better handle on your finances, Wealth Factory can help. So what are you waiting for? Get in touch today and let us show you how we can help you build a better future.

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

A personal advisor who is easy to contact and always available to help you achieve your financial goals.
Financial clarity for every stage of your life, so you can always be on track with your personal finances.
Expert advice on debts, loans, insurance, investment and retirement so you can make the best decisions for your needs.
A comprehensive plan that we help you develop from scratch, so you're always on track with your financial goals.
Regular updates and reporting on your financial plan helps you stay focused on what's important.
Online access to information about your investments lets you stay in control.
Expert advice on how to adjust your investment portfolios and financial strategy over time, so you're always prepared for the future.
Reviews of influences like internal and external market conditions so you can be proactive about your finances.

We know that financial planning can be a daunting task. That’s why we’ve made it our mission to provide our clients with the best possible service, attention to detail, and expertise.

At Wealth Factory, we believe that everyone deserves a comprehensive and personalized financial plan. We work one-on-one with our clients to make sure they are comfortable with their plan and that it meets their unique goals and needs.

With over 10 years of experience in the industry, we have the knowledge and experience to help you reach your financial goals. So don’t settle for an “off-the-shelf” solution – come to Wealth Factory for a custom-tailored plan that will help you achieve your dreams.

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Schedule your Discovery Call now

When it comes to financial planning, it’s important to have someone you can trust in your corner. That’s why at Wealth Factory, we offer free initial consultations so that you can get to know us and we can learn about your financial goals.

We’ll provide you with some general advice and answer any questions you have, so that you can make an informed decision about whether or not working with us is right for you. And because we want what’s best for our clients, if we don’t think we’re a good fit, we’ll let you know and point you in the direction of someone who can better help you achieve your financial goals. So schedule a free meeting with us today and let us help you take control of your financial future.

During your initial consultation, which is called a Discovery Call, your financial advisor will:

Take a few steps back and learn a bit about you and my background, your career/business, dreams, and goals.
Help form goals through our magic wand list and learn what you would like us to do for you.
Identify any advisory areas or issues that could be addressed
Run through the Wealth Factory Corporate Profile to learn who we are, how we operate, and what to expect from us.
Explain and agree to our fee structures, services, and scope of advice to be provided

If—and only if—I believe that we can add some value and we can have a relationship, I will invite you to become a client of Wealth Factory. You will then agree to sign a term of engagement agreement, and we will schedule the pre-production meeting tentatively.

Financial security is something that a lot of people worry about, but it doesn’t have to be difficult or complicated. With our help, you can achieve financial security and peace of mind in no time. All you need to do is book your free discovery call with us today and we can get started on helping you create a plan that works for your family. Don’t wait – contact us now!

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Financial Adviser Adelaide

Australia Wide Online Meetings

We understand that not everyone will want to meet face-to-face in our Toowoomba office in 2023.

We can provide advice virtually Australia wide, facilitated by online meetings securely using Google Meet, FaceTime or the humble telephone if preferred. This means we can meet with multiple family members on their lunch breaks at work without having to rush out and find a park and miss their lunch entirely.

The afternoons are no less action-packed for most either, so we offer late meetings up to 9pm AEST.

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