Financial Adviser
Albury-Wodonga

We provide our clients in Albury-Wodonga with tailored financial advice to help them achieve their dreams.

Albury-Wodonga is a thriving twin city located on the border of New South Wales and Victoria. With a population of over 100,000 residents, this community boasts a diverse mix of industries, including manufacturing, retail, healthcare, and education. The region’s economic growth has been fueled by its strategic location, strong infrastructure, and a burgeoning tourism sector.

In the dynamic community of Albury-Wodonga, Wealth Factory stands in providing sound financial advice and planning services. Our expertise, combined with a deep understanding of the region’s unique financial landscape, allows us to deliver tailored solutions that empower individuals and families to achieve long-term financial security.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Demographic Data

Income Distribution

Albury-Wodonga exhibits a broad range of income distribution, with a significant portion of the population falling into the middle-income bracket. However, it’s important to note that achieving financial security and long-term wealth requires proper planning, irrespective of income level.

Housing and Property Market

The housing market in Albury-Wodonga offers attractive opportunities for both homeowners and investors. With a variety of properties available at competitive prices, many residents aim to secure their financial future through property ownership.

Age Distribution

Albury-Wodonga is home to a diverse range of age groups, including young families, working professionals, and retirees. Each age group has unique financial goals and challenges, making personalized financial advice crucial for effective wealth management.

Why we're different

At Wealth Factory, we provide a personal level of financial service and care to the Albury-Wodonga residents. We are client focused and we pride ourselves on our ability to provide tailored solutions that meet your specific needs and requirements. We understand that each client is unique and we will work with you to ensure that your financial goals are met.

We offer a wide range of services including investment planning, retirement planning, superannuation advice, and wealth protection. We also offer a comprehensive range of insurance products to suit your individual needs.

Whether you are looking to grow your wealth, protect your family, or plan for retirement, we can help you achieve your financial goals. Contact us today to book a free consultation.

By becoming a part of Wealth Factory community, you’ll gain access to the following benefits:

A personal advisor who is easy to contact and always available to help you with your finances, regardless of your stage of life.
Financial clarity for every stage of your life, personal finance guidance tailored to your needs and situation.
A team of financial experts supporting you every step of the way.
You'll have a comprehensive plan that we help you develop from scratch, with regular updates and feedback so you can stay on track.
Online access to all the resources and information you need
Expert advice when it comes to loans, debt, insurance, investment and retirement - and the flexibility to make adjustments over time as your needs change.

Wealth Factory is the financial planning company for discerning individuals who want nothing but the best for their money. We believe in providing personalised attention and going the extra mile to ensure our clients are 100% comfortable and happy with their financial plans.

Our team of experienced financial planners are passionate about helping clients reach their goals, and we pride ourselves on our attention to detail, friendly service and excellent listening skills. So if you’re looking for a tailored solution that is as unique as you are, look no further than Wealth Factory. We’ll create a customised plan that focuses on your specific goals and circumstances, so you can achieve financial success on your own terms.

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Book a complimentary Discovery Call

Wealth Factory is a financial adviser in Albury-Wodonga that offers free initial meetings to help you feel confident and clear about your options. At Wealth Factory, we want to make sure you are making the best decisions for your future. We offer general advice and help with your situation to get you on the right track.

Schedule a free meeting today to learn more about how we can help you reach financial success. Wealth Factory is here to help you achieve financial confidence and clarity. Get in touch today to get started!

Throughout the consultation, our financial adviser aims to:

Know you and your background.
Help form your goals through our magic wand list.
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.

We work hard to add value for our clients. We believe that financial advice is an essential part of achieving financial security, and we are dedicated to helping our clients reach their financial goals. As a result, we only work with clients who we believe we can help. If you are interested in working with us, we will invite you to become a client and schedule a pre-production meeting. We are confident that we can add value for our clients, and we look forward to working with you.

Get in touch with our team of experts today and book your free discovery call. We’ll help get you on the path to financial security so you can focus on what really matters – enjoying life with your loved ones.

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Financial Adviser Albury-Wodonga

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.

Australia Wide Online Meetings

Being 2023, and a few years of living with COVID, we understand that not everyone will want to meet face-to-face in our Toowoomba office.

We can provide advice virtually Australia wide, facilitated by online meetings securely using Google Meet, FaceTime or the humble telephone if preferred. We can even provide documents for signing electronically to make the process easier and more efficient.

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.

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