Financial Adviser
Cairns

Wealth Factory provides comprehensive financial advisory service that helps Cairns locals make their financial dreams come true.

Cairns, a vibrant city nestled in the tropical paradise of Australia’s Queensland region. With its breathtaking landscapes, diverse culture, and bustling tourism industry, Cairns has established itself as a thriving community with unique financial needs.

At Wealth Factory, we understand the financial aspirations and challenges faced by the people of Cairns. As a financial adviser and planner, we are dedicated to helping individuals and families in this vibrant city achieve their financial goals and build a prosperous future.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Cairns' Financial Landscape

Cairns is home to a diverse population, consisting of both locals and international residents drawn to its natural beauty and economic opportunities. The city’s economy is primarily driven by tourism, agriculture, education, and healthcare sectors. With a thriving tourism industry, many Cairns residents rely on hospitality and related services for their livelihoods.

Despite the city’s economic vibrancy, it’s essential to acknowledge the unique financial circumstances that residents in Cairns may face. Factors such as irregular income patterns, seasonal employment, and varying cost of living require tailored financial strategies. This is where Wealth Factory can make a significant difference by offering expert financial advice and personalised plans.

Why Wealth Factory?

Wealth Factory is all about providing a personal level of financial service and care. We are client-focused and we pride ourselves on being able to provide a service that is tailored to each individual’s needs. We understand that everyone’s financial situation is different and we aim to provide a service that is flexible and adaptable to each client’s individual circumstances.

Rob Laurie, financial planner and founder of Wealth Factory, provides a range of services including financial planning, investment advice, retirement planning, and more. He is an experienced and qualified professional who is passionate about helping his clients secure their financial future. Wealth Factory offers a free initial consultation called Discovery Call so that we can get to know you and your financial goals, and then we work with you to develop a customised plan to help you achieve those goals.

If you’re looking for superior financial advice and service, look no further than Wealth Factory. Contact us today to schedule your free consultation.

If you choose to hire Rob Laurie as your financial planner and adviser, you will benefit from:

A financial advisor and planner who is always available to help you achieve your personal finance goals, with tailored advice and guidance for every stage of your life.
A team of experts who can give you the support you need to keep on track, with regular updates and reports on your progress.
Accessibility to online information about your investment.
Expert advice on loans, debt, insurance, investment and retirement planning - so you can make the right choices for your future.
Adjustment of your investment portfolios and financial strategy over time, based on changes in the market and your own circumstances.

If you’re looking for a financial planner who will really take the time to get to know you and your unique circumstances, then you need to meet the team at Wealth Factory.

We don’t just offer generic, one-size-fits-all advice – we’ll work with you one-on-one to create a financial plan that’s tailored specifically to you and your goals. And we’re not afraid of paying attention to the finer details either – which means you can be confident that every aspect of your financial future is being taken care of.

What’s more, our team at Wealth Factory are all incredibly friendly and easy to talk to – so even if you’re not great with numbers, we’ll make sure you understand everything that’s going on. In short, if you’re looking for top-notch financial planning from a team who really cares, then Wealth Factory should be your first port of call.

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Schedule your FREE Consultation

You have worked hard all your life and finally, retirement is on the horizon. It is an exciting time, but it can also be a time of uncertainty. You may be wondering how you will maintain your current lifestyle or if you will be able to afford to do the things you have always dreamed of. At Wealth Factory, we believe it is important to have a professionally guided perspective on how you will live after work.

We offer comprehensive personalised retirement plans based on each individual client’s needs and lifestyle aspirations. Rob Laurie of Wealth Factory is ready to help you plan for a comfortable retirement. Contact us today to schedule a consultation.

Throughout the consultation, Rob Laurie aims to:

Run through the Wealth Factory Corporate Profile to learn who we are, how we operate, and what to expect from us.
Take a few steps back and learn a bit about you, your background, your career/business, dreams, and goals.
Help you form goals through our magic wand list and learn what you would like us to do for you.
Explain and agree to our fee structures, services, and scope of advice to be provided.
Identify any advisory areas or issues that could be addressed.

At Wealth Factory, we take a unique approach to financial advising. If we believe that we can add value and have a good working relationship with you, we will invite you to become a client. We believe that this helps to ensure that our clients are getting the best possible service.

Once you become a client, you will agree to sign a term of engagement agreement. This outlines our commitment to providing you with quality financial advice. We will then schedule a pre-production meeting, which is an opportunity for us to discuss broad options and possible strategies. At Wealth Factory, we believe that financial success begins with building strong relationships. Schedule your FREE Discovery Call now!

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Financial Adviser Cairns

Australia Wide Online Meetings

It’s been a tough few years due to Covid, and we understand that not everyone is ready to meet face-to-face just yet. That’s why we’re proud to offer our financial advice services virtually, Australia-wide.

Whether you’re in Cairns or Perth, we can connect with you via secure online meetings using Google Meet, FaceTime or the telephone. And to make things even easier, we can provide documents for signing electronically. This way, you can meet with us on your lunch break or after work, without having to miss a meal or rush out of the office.

We’re here to help you financial planning goals, so please don’t hesitate to reach out. book an appointment today.

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