Financial Adviser
Canberra

We aim to provide Canberra locals with the individual attention they need in order to make informed financial decisions.

Canberra, Australia’s thriving capital city known for its vibrant community and prosperous economy. As residents of this dynamic city, it’s crucial to secure your financial future and make informed decisions to achieve your life goals.

At Wealth Factory, we understand the unique financial landscape of Canberra and are committed to helping individuals and families unlock their wealth potential.

As a trusted financial adviser and planner, we provide expert guidance, personalised financial advice, and comprehensive wealth management solutions. Discover how Wealth Factory can assist you in building a prosperous future for yourself and your loved ones.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Financial Landscape in Canberra

Canberra boasts a robust economy driven by diverse sectors such as government, education, defense, technology, and research. With a highly educated population and a strong job market, the city attracts professionals and families seeking growth opportunities. As a result, the financial status of Canberra’s residents varies, ranging from young professionals starting their careers to established families and retirees.

Canberra attracts retirees who appreciate the city’s high standard of living, quality healthcare, and vibrant cultural scene. Seniors often seek advice on optimising retirement funds, managing assets, estate planning, and creating a reliable income stream for their golden years. Wealth Factory’s expertise in retirement planning ensures retirees enjoy a secure and fulfilling post-career life.

How we make a difference

Wealth Factory is the go-to financial advisory firm which provides a personal level of service and care, and are committed to helping our clients reach their financial goals.

We offer a wide range of products and services, including insurance advice, investment advice, personal financial planning, retirement planning, and more. Rob Laurie, founder of Wealth Factory, is an experienced and knowledgeable financial adviser and planner who can provide tailored advice to suit your individual needs.

Whether you’re looking to invest for your future, or simply need help with your day-to-day finances, Wealth Factory is here to help. Contact us today to find out more.

By becoming a client of Wealth Factory, you’ll gain access to the following benefits:

Our personal advisor provides easy access so you can contact them with any questions or concerns you may have.
Providing clarity and guidance through every stage of your life, tailoring the advice to fit your unique needs and situation.
You have the support of our entire team, who will help you stay on track with your personal finance goals.
We develop a comprehensive plan for you from scratch, and provide regular updates and detailed reports to help you keep on track.
You have online access to important information about your investments, as well as expert advice on loans, debt, insurance, investment and retirement planning.
Our advisor will adjust your investment portfolio and financial strategy over time based on prevailing market conditions.
We also perform reviews at intervals to ensure that your plan is still on track to meet your unique goals.

Wealth Factory is a financial planning company that is passionate about helping clients reach their financial goals. We offer one on one attention and go above and beyond to ensure our clients are comfortable and happy with their plan.

We pride ourselves on our attention to detail, friendly demeanor, and excellent listening skills. So if you’re looking for a financial planner that will create a unique plan tailored to your specific goals and circumstances, look no further than Wealth Factory!

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Free Discovery Call: Sign up now!

At Wealth Factory, we believe that everyone deserves to enjoy a comfortable retirement. We offer comprehensive personalised retirement plans to our clients, based on their individual needs and lifestyle aspirations. Our financial advisers are experienced and knowledgeable, and they will work with you to develop a plan that is tailored specifically for you.

We understand that retirement planning can be complex and daunting, but we are here to help you every step of the way. With our assistance, you can make your retirement dreams a reality. Schedule your FREE Discovery Call to learn how we can help.

During your initial consultation, which is called a Discovery Call, Rob Laurie will:

Need to learn a bit more about you - your career or business, your dreams and goals, and any areas of advisory that you would like us to address to ensure that our advice is tailored to your specific needs.
Encourage you to take a look at our Wealth Factory Corporate Profile to learn more about who we are and how we operate.
Let you know if you have any questions or if you would like to discuss our fee structures and services.

Wealth Factory can provide you with the best financial advice and help you to grow your wealth. We will work closely with you to understand your financial goals and objectives, and develop a customised financial plan to help you achieve them. We will review your current financial situation, identify opportunities for improvement, and make recommendations that are tailored to your specific needs.

We believe that everyone has the potential to create financial success, and we are committed to helping our clients reach their full potential. If you are interested on how we can help you achieve your financial dreams, we invite you to contact us to schedule a free consultation. We look forward to working with you!

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Financial Adviser Canberra

Australia Wide Online Meetings

Being 2023, and a couple of years of living with COVID, we know that not everyone will want to meet face-to-face in our Toowoomba office. However, Wealth Factory can provide advice virtually Australia wide, facilitated by online meetings securely using FaceTime, Google Meet, 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. Contact us today to set up a time that works best for you.

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