Financial Adviser
Central Coast

Wealth Factory is passionate about helping everyday families across the Central Coast create their dream financial futures.

Central Coast — a vibrant community known for its picturesque beaches, stunning landscapes, and a unique personality that values a balanced lifestyle.

At Wealth Factory, we understand that financial well-being plays a vital role in fostering a fulfilling life. As a trusted financial advisor and planner, we are dedicated to helping the people of Central Coast achieve their financial goals and create a prosperous future.

Let’s delve into the financial status of the community and explore how Wealth Factory can be your partner on the path to financial success.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Financial Landscape of Central Coast

Central Coast is home to a diverse population, including families, professionals, retirees, and entrepreneurs. As of 2022, the region boasted a population of 348,930 people, with a median weekly household income of AUD $1,507. While Central Coast offers a lower cost of living compared to nearby cities, financial challenges and uncertainties can still arise, requiring expert guidance to navigate.

Our Winning Strategy

Wealth Factory is a professional financial advisory firm that is dedicated to providing the best possible service to our clients. We pride ourselves on our personalised approach and our commitment to providing quality advice and care.

Rob Laurie, financial advisor and founder/owner of Wealth Factory, is able to provide tailored solutions to meet your individual needs. Whether you are looking to invest for your future, protect your family or plan for retirement, we can help you achieve your financial goals.

By becoming a client of Rob Laurie, you’ll benefit from:

A qualified financial advisor who is easy to contact and always available to help you achieve your financial goals.
Personal finance guidance that helps keep you on track with your goals.
Financial clarity for every stage of your life, tailored specifically for you.
A comprehensive plan that we help you develop from scratch, so you can stay on track with your personal financial goals
Regular updates and reporting on your progress help ensure you're on track to reach your targets
Expert advice on loans, debt, insurance, investment and retirement - to help you make the most informed decisions possible
Frequent reviews of your situation and portfolio adjustments over time so you can stay ahead of any changes in the market.
Online access to information about your finances and investments

Wealth Factory is a financial planning company that provides tailor-made solutions for its clients. We believe that every person’s financial journey is unique, and we are passionate about helping our clients reach their goals.

We offer one-on-one attention from one of the owners, who will go above and beyond to make sure you are comfortable and happy with your financial plan. We pride ourselves on our attention to detail, friendly attitude, and superb listening skills.

So don’t settle for a generic solution – Wealth Factory will create a customised plan that is as unique as you are. We focus on your individual goals and circumstances to ensure that you get the best possible outcome. Contact us today to start planning your financial future!

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Book your personalised Discovery Call

Here at Wealth Factory, we believe that it is never too early to start planning for retirement. Whether you are just starting out in your career or you are a few years away from retirement, we can help you to create a comprehensive plan that will ensure a comfortable and enjoyable retirement.

We take into account all of your financial goals and objectives, as well as your lifestyle aspirations, in order to develop a personalised retirement plan that is tailored specifically for you. With the help of our financial advisers central coast, you can rest assured that you are on track to achieving your financial goals and enjoy a stress-free retirement.

Throughout your initial consultation, which is called a Discovery Call, our financial advisor will:

Take some time to learn more about you and your background especially your career and business, as well as your dreams and goals.
Work with you to form some goals through our magic wand list.
Identify any advisory areas or issues that could be addressed.
Take a moment to review our Wealth Factory Corporate Profile. In doing so, you'll learn more about who we are, how we operate, and what to expect from us.

At Wealth Factory, we pride ourselves on our ability to create lasting relationships with our clients. We believe that financial success is about more than just making money–it’s about creating a plan that fits your unique needs and goals. That’s why we take the time to get to know you and your financial situation before we ever start talking about products or services.

We want to make sure that we can add value to your life and that we have the right relationship before we invite you to become a client. If you’re interested in learning more about what we do, we encourage you to reach out and schedule a free consultation. We’ll be happy to answer any questions you have and see if we might be a good fit for you.

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Financial Adviser Central Coast

Australia Wide Online Meetings

Wealth Factory provides financial advice to clients virtually Australia wide. This is facilitated by online meetings 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 understand that not everyone will want to meet face-to-face in our Toowoomba office, especially given the pandemic. But rest assured, our financial advisers are just a call or click away regardless of where you are in Australia.

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