Financial Adviser
Bunbury

We provide a personal level of service and care to the residents of Bunbury, with a focus on client satisfaction.

Bunbury, a vibrant coastal city nestled in Western Australia’s stunning Southwest region. Known for its breathtaking scenery, thriving community spirit, and diverse range of industries, Bunbury is a place where dreams can become a reality.

At Wealth Factory, we understand the unique financial landscape of this wonderful community and are dedicated to helping its residents achieve their financial goals and secure a prosperous future. As a trusted financial adviser and planner, we strive to be the go-to authority for financial advice in Bunbury.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Bunbury's Financial Landscape

To provide effective financial guidance, it is crucial to gain insight into the financial status and needs of the community. In Bunbury, a diverse range of financial situations exists, reflecting the different stages of life and income levels. Demographic data reveals that Bunbury has a balanced mix of young professionals, growing families, and retirees, each with their unique financial priorities.

According to the 2021 Census, The median household income in Bunbury is $1,478 per week, with a substantial portion of residents employed in industries such as construction, healthcare, education, and tourism. Despite the overall stability, many individuals in Bunbury may still face challenges when it comes to managing debt, investing wisely, and preparing for retirement.

Why partner with Wealth Factory?

Wealth Factory is a client-focused financial services company that provides a personal level of care and service. We are committed to helping our clients achieve their financial goals, and we believe that by working closely with them. We can provide the best possible advice and guidance.

We offer a wide range of services, including retirement planning, investment advice, and insurance advice. Our goal is to help our clients build a solid foundation for their financial future.

Wealth Factory is the perfect choice for anyone who wants to secure their financial future. Our team is ready to assist you. Contact us today to learn more about how we can help you achieve your financial dreams.

If you choose to partner with Wealth Factory, you will benefit from:

Expert advice on a range of financial topics, adjusted over time as your needs change, helps make sure you're always getting the most from your money.
A personal advisor who is easy to contact and always available to help you with your finances.
Financial clarity for every stage of your life, tailored specifically to meet your needs.
Expert financial guidance and support whenever you need it, so you can stay on track with your personal financial goals.
Online access to all the information you need about your investments for you to be always in control.
Regular updates and progress reports help you to stay informed about how you're doing.

You work hard for your money, so why not let us help you make the most of it? At Wealth Factory, we specialize in helping our clients reach their financial goals. We take the time to get to know you and your unique circumstances so that we can develop a personalised plan that fits your needs.

We believe that financial planning should be accessible to everyone, which is why we offer affordable and easy-to-understand solutions. Our team is passionate about what we do, and we go the extra mile to make sure our clients are comfortable and happy with their financial plan.

Don’t settle for an ‘off-the-shelf’ solution – Wealth Factory will create a custom plan that is as unique as you are. So why not give us a call today and let us show you what we can do?

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Get a FREE Consultation

Wealth Factory believes 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 will work with you to understand your unique circumstances and develop a tailored plan to help you achieve your financial goals.

We will also provide ongoing support and advice to help you stay on track. Whether you’re looking to retire soon or just want to be prepared for the future, we can help you create a retirement plan that’s right for you. Contact us today to learn more.

During your initial consultation, your financial advisor will:

Take a few steps back and learn a bit about you and my background, your career/business, dreams, and goals.
Explain and agree to our fee structures, services, and scope of advice to be provided. This will ensure that both you and I are aware of what is expected of us and what we can provide to help you meet your financial goals.
Identify any advisory areas or issues that could be addressed. For example, taxation, estate planning, retirement planning, risk management, etc.
Run through the Wealth Factory Corporate Profile to learn who we are, how we operate, and what to expect from us. This will give you an understanding of the services we provide and the fees we charge.
Help form goals through our magic wand list and learn what you would like us to do for you.

At Wealth Factory, we believe that financial planning is about more than just numbers. It’s about helping our clients achieve their financial goals and build a secure future. That’s why we take a personalised approach to financial planning, tailor-made to meet each client’s individual needs.

If we believe that we can add value and have a positive impact on your financial wellbeing, we will invite you to become a client of Wealth Factory. You will then agree to sign a term of engagement agreement, and we will schedule the pre-production meeting tentatively. We look forward to working with you to achieve your financial goals!

This work is licence under a Creative Commons Attribution 2.5 Australia. It is attributed to JarrahTree.

Financial Adviser Bunbury

Australia Wide Online Meetings

We understand that not everyone will want to meet face-to-face in our Toowoomba office. With this, we 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. We are committed to providing the best possible service to our clients, and we hope that these virtual options will make it easier for everyone to get the advice they need.

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