Financial Adviser
Brisbane

We focus on providing a personal level of financial service to ensure that Brisbane residents receive the best possible service.

Brisbane, a vibrant city of Brisbane, Australia, where the pursuit of financial prosperity is ingrained in the community’s DNA.

At Wealth Factory, we understand the unique financial challenges and aspirations of the people living here.

As a financial adviser and planner, we are dedicated to helping the residents of Brisbane maximise their financial potential and achieve their life goals. Let us guide you towards a brighter and more secure financial future.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Demographic Insights

Brisbane is a diverse and dynamic city, attracting people from all walks of life. According to recent data, Brisbane boasts a population of over 2.57 million people, with a median age of 36.5 years old. The city’s economy is flourishing, with a mix of industries such as finance, technology, construction, and tourism driving its growth.

While Brisbane offers a high standard of living, financial challenges are an integral part of the community’s daily lives. From managing mortgages, saving for retirement, to investing wisely, the residents of Brisbane face a myriad of financial decisions. This is where Wealth Factory comes in, offering expert advice, tailored financial plans, and a roadmap to financial success.

Why Wealth Factory is different

Wealth Factory has been providing quality financial services for 10 years. We are committed to providing our clients with the highest level of service and care, and we take a personal interest in each and every one of our clients’ financial wellbeing.

We offer a wide range of services, including debt management, investment planning, insurance and superannuation advice, retirement planning, and more. Whether you’re looking to grow your wealth or protect your assets, we can help you achieve your financial goals.

Wealth Factory is more than just a financial services company; we’re a partner in your financial success. Contact us today to learn more about how we can help you create and preserve wealth.

If you choose us, you will benefit from:

A financial advisor who is easy to contact and always available to help you achieve your financial goals.
Regular updates and reporting on your progress to help you stay on track with your personal finance goals.
Personal finance guidance that is tailored to your needs and situation, so you can stay on track with ease.
Financial clarity for every stage of your life, so you can achieve your goals with ease.
A comprehensive plan that we help you develop from scratch, so you can achieve all your financial goals.
Online access to all the information you need about your investment portfolio so you can make the best decisions for your future.
Adjustments to your investment portfolios and financial strategy over time, so you can continue achieving your goals.
Expert advice on loans, debt, insurance, investment and retirement so you can make the right choices for your future.
Reviews of influences like internal and external market conditions so you can make the right decisions for your future.
A team of financial experts who will give you the support you need to stay on track with your finances.

There’s no doubt that our team at Wealth Factory are passionate about helping their clients reach their financial goals. We pride ourselves on our attention to detail, friendly demeanour and excellent listening skills – so you can be sure that you’ll be getting the best possible service.

Don’t settle for an ‘off-the-shelf’ solution – Wealth Factory will create a bespoke financial plan that is as unique as you are. Whether you’re looking to save for a rainy day, invest in your future or simply get your finances in order, we will work with you to find the best solution for your individual circumstances.

So why not give us a call today and see how we can help you achieve your financial goals? You won’t be disappointed.

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Claim your FREE Discovery Call

Wealth Factory believes that it is important to have a professionally guided perspective on how you will live after work or if you need assistance deciding what your goals should be. This is why we offer comprehensive personalised retirement plans based on each individual client’s needs and lifestyle aspirations.

We are experienced in working with clients to develop retirement plans that are realistic and achievable. We take into account a range of factors, including your age, financial situation and health, to create a plan that is tailored to you.

We understand that everyone has different goals for their retirement, whether it’s travelling the world or simply having peace of mind about financial security. Whatever your aspirations may be, we can help you develop a plan to make them a reality.

During your initial consultation with us, which is called a Discovery Call, we will:

Gain a better understanding of you and your background.
Ask about your career or business, your dreams and goals, and any advisory areas or issues you may need help with.
Explain and agree to our fee structures, services, and scope of advice to be provided.
Take a look at our Wealth Factory Corporate Profile to learn more about who we are and how we operate.

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

Becoming a client of Wealth Factory means that you are agreeing to work with us on financial planning and advice. It also means that you are comfortable with us handling your financial affairs in a confidential and professional manner. Schedule a free consultation today to learn more about how we can help you grow and protect your wealth.

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Financial Adviser Brisbane

Australia Wide Online Meetings

Being 2023, and a couple of years of living with COVID, we understand that not everyone will want to meet face-to-face in our Toowoomba office. That’s why we provide financial 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.

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