Financial Adviser
Ballarat

Wealth Factory is dedicated to helping families in Ballarat create a brighter financial future

In the heartland of Victoria, Australia, lies the vibrant city of Ballarat, known for its rich history, breathtaking landscapes, and a community brimming with potential.

As the residents of Ballarat navigate the complex world of personal finance, Wealth Factory stands as a pillar of knowledge, guidance, and expertise, committed to transforming lives through sound financial advice and strategic planning.

This work is licence under a Creative Commons Attribution 2.0. It is attributed to Ed Dunens.

Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Ballarat's Financial Landscape

Ballarat is a diverse city, home to a population of approximately 115,847 residents, with a mix of families, professionals, and retirees. The median household income in Ballarat is $3000 or more per week, and the average household net worth is steadily increasing, thanks to a booming local economy and a resilient community spirit. However, managing personal finances can still be a challenge for many individuals, especially when confronted with various financial goals such as homeownership, retirement planning, education funding, and wealth accumulation.

Reasons to Partner With Us

Our objective is simple: to provide high-quality financial services and products that meet the unique needs of our clients.

We believe that financial success begins with a solid plan. We will work with you to develop a personalised plan that fits your unique needs and goals. We take the time to get to know you and your family, and we take a holistic approach to financial planning.

We understand that everyone’s situation is different, and we tailor our advice accordingly. We also believe in transparency and we will never charge you hidden fees or commissions. We have a long history of helping our clients grow their wealth, and we are confident that we can help you reach your financial goals.

If you choose Wealth Factory to be your financial planner, these are your benefits:

We provide you with a personal advisor who is easy to contact and who provides you with financial clarity for every stage of your life.
Our personal finance guidance is tailored to your needs and situation, and our team will give you the support you need to achieve your financial goals.
We develop a comprehensive plan for you from scratch, and we help you to keep on track with your personal financial goals through regular updates and reporting.
You also have online access to information about your investment, and we provide expert advice on loans, debt, insurance, investment and retirement.
Our investment portfolios and financial strategy are adjusted over time to reflect any changes in internal or external market conditions.

Wealth Factory is about more than just money – it’s about feeling confident and in control of your financial future. We are passionate about helping our clients reach their goals, and we go the extra mile to make sure you are comfortable and happy with your plan.

Wealth Factory is all about helping you achieve your financial goals – whether that’s saving for a rainy day, investing for the future or simply getting your finances in order. We offer a bespoke service, which means that we tailor our advice specifically to you and your individual circumstances.

We believe that everyone deserves access to quality financial planning, which is why we offer competitive rates and a free initial consultation. So why not book an appointment with us today and see how we can help you achieve your financial dreams?

This work is licence under a Creative Commons Attribution-Share Alike 2.0 Generic. It is attributed to Sheba.

Free Consultation: Book Now!

We understand that making financial decisions can be daunting, but we are here to help you every step of the way. We want to help you feel confident and clear about your options so that you can make the best decisions for your future.

Schedule a free meeting to learn about how we can help with your financial situation and get some free general financial advice. This is also an opportunity for us to get to know each other and see if we would be a good fit to work together in the future.

During the Discovery Call, which is the initial consultation, we will:

Learn about your background, career/business, dreams, and goals.
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.

We believe that everyone has the right to financial security and independence, and we are committed to helping our clients achieve their financial goals.

If you are interested in becoming a client of Wealth Factory, we will first invite you to meet with us so that we can assess whether or not we can add value to your financial situation. If we believe that we can help you, we will then ask you to sign a term of engagement agreement. This agreement outlines our commitment to providing you with quality financial advice and sets out the terms of our relationship. Once the agreement is signed, we will schedule a pre-production meeting tentatively so that we can start working towards achieving your financial goals.

This work is licence under a Creative Commons Attribution-Share Alike 3.0 Unported. It is attributed to Paul Carmona.

Financial Adviser Ballarat

Australia Wide Online Meetings

We understand that not everyone will want to meet face-to-face in our Toowoomba office being 2023 and a couple of years into living with COVID.

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.

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