Financial Adviser
Bundaberg

Our goal is to help Bundaberg residents make the most of their money and achieve their financial goals.

Bundaberg, a vibrant and resilient community nestled in the heart of Australia’s Sunshine State. As a trusted financial advisor and planner, Wealth Factory is dedicated to helping the hardworking people of Bundaberg achieve their financial goals, navigate life’s uncertainties, and build a solid foundation for a prosperous future.

With a deep understanding of the unique financial landscape and demographics in Bundaberg, we stand as an authority in providing expert financial advice and personalised financial plans tailored to your needs.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Bundaberg's Financial Landscape

To effectively serve the Bundaberg community, it is essential to have a deeper understanding of its financial landscape. Bundaberg is a diverse region, with a mix of industries, including agriculture, tourism, manufacturing, and retail. The population consists of a wide range of age groups, from young professionals starting their careers to retirees enjoying their golden years.

Financial Challenges and Opportunities

While Bundaberg offers immense potential for financial growth, individuals and families often face various financial challenges. These may include managing debt, budgeting effectively, planning for retirement, investing wisely, or protecting assets through insurance.

At Wealth Factory, we recognise the unique financial needs and aspirations of the Bundaberg community and provide tailored solutions to address them.

Let's Talk: Book a Discovery Call

We are a client-focused financial service provider. We provide a personal level of financial service and care. We are passionate about helping our clients achieve their financial goals and we are committed to providing them with the best possible service.

We offer a wide range of financial services including investment advice, wealth protection, wealth management, superannuation advice, and more. We pride ourselves on providing comprehensive and tailored solutions to meet the unique needs of our clients.

Wealth Factory is dedicated to building your financial future. Our team is always available to provide you with the support and advice you need. We promise to provide you with the highest quality of service possible, and we guarantee that you will be satisfied with the results.

If you choose to partner with us as your financial planner, you will benefit from:

A professional financial advisor who is easy to contact.
Financial clarity for every stage of your life.
A team of financial experts to give you the support you need.
Personal finance guidance that is tailored to your needs and situation.
Online access to information about your investment, expert advice on loans, debt, insurance, investment and retirement, and adjustments to your investment portfolios and financial strategy over time.
Regular updates and reporting on your financial plan to help you keep on track.
A comprehensive plan that we help you develop from scratch so you can achieve your goals.

Wealth Factory is a financial planning company that works one on one with their clients to help them reach their financial goals. The company was founded with the mission of helping their clients find financial security and peace of mind.

We are passionate and experienced financial advisory firm who is dedicated to helping our clients reach their goals. We pride ourselves on our attention to detail, friendly demeanour, and excellent listening skills.

Their unique approach to financial planning means that they will create a plan that is tailored specifically to your individual goals and circumstances. So if you’re looking for a customised solution that will help you reach your financial goals, Wealth Factory is the perfect choice for you.

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Book your FREE financial consultation

At Wealth Factory, we understand that retirement planning is about more than just financial security. It’s also about being able to maintain the lifestyle you want, whether that means traveling the world or spending more time with family and friends. That’s why we offer comprehensive retirement planning services, tailor-made to each individual client’s needs and aspirations.

We’ll work with you to develop a personalized plan that takes into account your financial situation, your goals, and your desired lifestyle. And because we’re a team of experienced financial advisers, you can rest assured that you’re receiving the most professional and reliable advice possible. So if you’re looking for financial guidance as you approach retirement, contact Wealth Factory today. We’ll be happy to help you plan for a bright future.

During your FREE Discovery Call, your financial advisor will:

Get a better understanding of you and your background.
Work together to form some goals.
Use our magic wand list to help identify what you would like us to do for you.
Identify any advisory areas or issues that could be addressed once we have a good understanding of your goals and objectives.
Run through the Wealth Factory Corporate Profile to learn more about who we are and how we operate.
Explain our fee structures, services, and scope of advice to be provided.

At Wealth Factory, we take a unique approach to financial advising. If we believe that we can add value and have a positive relationship with you, we will invite you to become a part of our company. This means that you, as our client, can be confident that we are committed to your success. We believe that this commitment is essential in order to build trust and achieve the best possible financial outcomes.

Once you become a client of Wealth Factory, you will agree to sign a term of engagement agreement. This agreement outlines our commitment to you and ensures that we are both on the same page regarding your financial goals. We will then schedule a pre-production meeting. At Wealth Factory, we pride ourselves on our dedication to our clients’ success. If you are looking for financial adviser in Bundaberg, please contact us today to learn more about how we can help you achieve your financial goals.

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Financial Adviser Bundaberg

Australia Wide Online Meetings

As we move into 2023, and with a couple of years of living with COVID under our belts, we understand that not everyone will want to meet face-to-face in our Toowoomba office. That’s why we’re pleased to offer virtual appointments 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. If you’re looking for financial advice and planning, we can help you no matter where you are in Australia. Get in touch today to book a virtual appointment.

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