Financial Adviser
Bendigo

We provide residents of Bendigo with comprehensive financial advice so they can achieve their financial dreams.

Bendigo, a vibrant and prosperous city in Australia where community values and financial stability go hand in hand.

At Wealth Factory, we understand the unique financial needs of the residents of Bendigo, and we are here to guide you towards a prosperous and secure future.

As your trusted financial advisor and planner, we offer expert advice, tailored financial plans, and a wealth of knowledge to help you navigate the financial landscape.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

The Financial Status of Bendigo

Bendigo is a city that boasts a strong and resilient economy, driven by industries such as manufacturing, agriculture, education, healthcare, and tourism. With a steady growth rate, lower unemployment rate compared to Ballarat and Geelong, and a diverse range of employment opportunities, the residents of Bendigo enjoy a stable financial environment. However, amidst this prosperity, it is crucial to make informed financial decisions to maximise your wealth and secure your future.

Bendigo is a vibrant community with a rich blend of demographics. From young professionals seeking to establish their financial footing to families planning for their children’s education and retirees looking to enjoy their golden years, the financial needs of Bendigo’s residents vary widely.

At Wealth Factory, we recognise these diverse requirements and are dedicated to providing personalised financial advice to individuals and families across all life stages.

Why Trust Us

We provide a personal level of financial service and care to the Bendigo residents. We are client focused and we take the time to understand your unique financial situation in order to provide you with the best possible advice and service.

Our many years of experience have taught us how to get the most returns with the least risk for our clients. Whether our clients are looking for investments, insurance or just good financial advice; they can be assured that they will always receive the best service possible from Wealth Factory.

We are here to help you achieve your financial goals, whatever they may be. Contact us today to find out how Wealth Factory can help you build and protect your wealth.

By becoming a client of Wealth Factory, you’ll enjoy the following benefits:

A personal advisor who is easy to contact and always available to help you achieve your personal financial goals.
Financial clarity for every stage of your life, with personal finance guidance tailored specifically to you.
A team of experts gives you the support you need to develop a comprehensive plan and stay on track with your goals.
Regular updates and detailed reporting help keep you informed about your progress.
Online access to information and expert advice lets you make the best decisions for your investment portfolio.
Expert advice on loans, debt, insurance, investment, and retirement helps you make the most of your money at every stage of life.
Adjustments to your investment portfolios and financial strategy can be made over time as needed, so you're always on track to reach your goals.
Regular reviews of your situation help ensure that any changes in the market or your own circumstances don't have a negative impact on your finances.

Wealth Factory provides personalised attention and service. We work with you one-on-one to create a financial plan that fits your unique situation and goals. And because we believe in the power of personal relationships, we take the time to get to know you and understand your needs.

We pride ourselves on our attention to detail, friendly demeanor, and excellent listening skills. So if you’re looking for more than just an ‘off-the-shelf’ solution, Wealth Factory is the right choice for you.

Contact us today to learn more about how we can help you achieve your financial goals.

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Sign Up for a Discovery Call

At Wealth Factory, we believe that it is important to have a professionally guided perspective on how you will live after work. We understand that retirement planning can be complex and daunting, which is why we offer comprehensive personalised retirement plans based on each individual client’s needs and lifestyle aspirations.

We are here to help you navigate the retirement planning process and make informed decisions about your future. We will work with you to understand your goals and objectives, and develop a tailor-made plan that meets your unique needs. Contact us today to learn more about our retirement planning services.

Throughout the Discovery Call, we aim to:

Get to know each other a bit better and discussing your career, dreams, and goals, we will help you form specific goals using our magic wand list.
Identify any advisory areas or issues that could be addressed.
Go over our Wealth Factory Corporate Profile to learn more about who we are and what to expect from us.
Provide our fee structures, services, and scope of advice.

At Wealth Factory, we only work with clients that we believe we can add value to. If you’re interested in becoming a client, we’ll first invite you to sign a term of engagement agreement. This ensures that both parties are clear on the expectations and scope of the financial advice relationship. We’ll then schedule a pre-production meeting.

In just a few short steps, we can have you on your way to a brighter future and the path to financial security and peace of mind. What are you waiting for? Book your free discovery call now!

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Financial Adviser Bendigo

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.

However, 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