Financial Adviser
Bowral

Helping Bowral residents create their dream financial future through smart financial planning.

Bowral, a vibrant community nestled in the picturesque Southern Highlands of New South Wales, Australia. As you thrive in this beautiful town, it’s important to ensure your financial well-being matches the charm and prosperity of your surroundings.

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

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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 in Bowral

Bowral boasts a diverse and dynamic population, consisting of individuals, families, and retirees who value a balanced and fulfilling lifestyle. With a population of 10,682 (as of 30th of June 2022), Bowral offers a blend of urban conveniences and a close-knit community atmosphere. The region attracts both locals and tourists, thanks to its picturesque landscapes, bustling markets, and a rich cultural heritage.

Why work with us

Wealth Factory is dedicated to providing a personal level of care and service to the residents of Bowral. We believe that our clients should be our top priority, and we strive to provide them with the best possible financial advice and guidance.

We are proud to offer a wide range of financial services, including insurance advice, investment planning, retirement planning, and more. We are committed to helping our clients reach their financial goals, and we work hard to ensure that they receive the highest quality of service possible.

If you are looking for a financial advisor that you can trust, look no further than Wealth Factory. We will work with you to create a personalised financial plan that fits your unique needs and objectives. Contact us today to schedule a FREE Discovery Call.

If you choose Wealth Factory as your financial planner, you will benefit from:

A personal advisor who is easy to contact and always available to help you with your personal finance needs.
Financial clarity for every stage of your life, so you can always stay on track with your goals.
Personal finance guidance that is tailored to your needs and situation, so you can make the most of your money.
A team of financial experts who will give you the support you need to achieve your goals.
A comprehensive plan that we help you to develop from scratch, so you can achieve your financial dreams.
Regular updates and reporting on your financial plan, so you can make sure you are still on track.
Online access to information about your investment, so you can stay up-to-date with your finances.
Expert advice on loans, debt, insurance, investment and retirement, so you can make the best decisions for your future.
Adjustments to your investment portfolios and financial strategy over time, so you can keep up with changing market conditions.
Reviews of influences like internal and external market conditions, so you can stay ahead of any changes.

Wealth Factory is a financial planning firm that specialises in helping people achieve their financial goals. We understand that everyone’s financial situation is unique, which is why we offer personalized attention and customized solutions.

Wealth Factory was founded by Rob Laurie, a financial professional who is passionate about helping people improve their financial wellbeing. With over 10 years of combined experience, he has the knowledge and expertise to help you reach your goals.

What sets us apart from other financial planning firms is our focus on providing a great customer experience. We take the time to get to know you and your unique circumstances so that we can provide the best possible service.

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Request a Discovery Call

Here at Wealth Factory, we believe that it is never too early to start planning for retirement. Whether you are just starting out in your career or you are nearing the end of your working life, we can provide you with a comprehensive retirement plan that will suit your needs and lifestyle aspirations.

Rob Laurie has a decade of experience in helping people to retirement plan, and he will take into account your current financial situation, your goals and your lifestyle when making recommendations. We understand that everyone’s needs are different, which is why we offer personalised plans for each of our clients. If you would like to discuss your retirement options with one of our financial advisers, please contact us today. We would be more than happy to help you plan for a comfortable and enjoyable retirement.

Throughout the Discovery Call, Wealth Factory aims to:

Help you get where you want to be in life. We'll take a few steps back and learn about your background and career.
Work with you to form goals and figure out what you need from us.
Determine any advisory areas or issues that could be addressed.
Run through our Wealth Factory Corporate Profile to learn more about who we are and what to expect from us.
Discuss our fee structures, services, and scope of advice to be provided, and agree on everything with you.

At Wealth Factory, we want to work with clients who we feel we can add value to and who we can have a good relationship with. If we believe that is the case, we will invite you to become a client of Wealth Factory and ask you to sign a term of engagement agreement. We will then schedule a pre-production meeting.

So if you’re ready to take the next step and achieve your financial goals, don’t hesitate to book a free discovery call today. During this call we can discuss your unique situation and develop a plan tailored just for you. Achieve peace of mind and lasting security for you and your loved ones with our help- it’s easier than you think!

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Financial Adviser Bowral

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 of 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. 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