Financial Adviser
Coffs Harbour

Wealth Factory provides advice on financial planning and wealth creation to the residents of Coffs Harbour.

Coffs Harbour, a vibrant coastal city nestled between the sparkling waters of the Pacific Ocean and the lush greenery of the Great Dividing Range. This tight-knit community is known for its warm hospitality, adventurous spirit, and a deep appreciation for the natural beauty that surrounds it.

As the financial landscape continues to evolve, Wealth Factory stands as your trusted ally, committed to helping the people of Coffs Harbour achieve financial security and unlock their true potential.

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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 Coffs Harbour

Coffs Harbour is a picturesque city located on the New South Wales North Coast, known for its stunning beaches, lush hinterland, and a strong sense of community. With a population of over 79,598 people, this thriving city offers a unique blend of coastal living, tourism, and diverse industries.

As with any community, Coffs Harbour’s financial status varies, with residents ranging from young professionals starting their careers to established families planning for retirement. The average weekly household income in the region stands at $1,254, or $65,208 per year, which is slightly below the national average. While this indicates a reasonably stable economy, it also highlights the need for sound financial advice to make the most of available resources and build a secure financial future.

How are we different?

We know that your finances are important to you and that’s why we’re here to help. We’re Wealth Factory, your local financial services provider in Coffs Harbour. We provide a personal level of financial service and care to our clients, because we know that your finances are important to you.

We offer a wide range of financial services, from investment advice to retirement planning, and we’re always here to help you with whatever you need. We’re here to help you grow your wealth and achieve your financial goals, whatever they may be.

So if you’re looking for someone to help you with your finances, come see us at Wealth Factory. We’ll be happy to help you achieve your financial goals.

If you choose to work with us as your financial adviser, you will gain the following:

A personal advisor who is always available to help you.
Personal finance guidance that is tailored specifically to you and your needs.
Financial clarity for every stage of your life.
A comprehensive plan that we help you create from scratch so you can achieve your goals.
Online access to information about your investments.
Expert advice on loans, debt, insurance, investment and retirement - and the ability to make changes to your investment portfolios and financial strategy as needed.
Regular updates and reports on your financial plan to help you stay on track.

You deserve the very best when it comes to financial planning. And that’s exactly what you’ll get with Wealth Factory. We are dedicated to providing our clients with personalised attention and service. We take the time to get to know you and your financial goals, so that we can create a plan that is uniquely tailored to you.

We believe in taking a comprehensive and holistic approach to financial planning. We understand that your financial wellbeing is just one part of your overall life, so we take everything into account when developing your plan. This includes your current circumstances, your long-term goals, and even your personal preferences.

Wealth Factory is more than just a financial planning firm. We are your partner in achieving financial success. We will work closely with you every step of the way, providing support and guidance as you work towards your goals. With our help, you can confidently move forward on the path to financial security and independence.

This work is licence under a Creative Commons Attribution-Share Alike 3.0 Unported. It is attributed to Christopher Wood.

Discovery what we can do for you: Schedule a Call

Deciding how to best plan for your retirement can be a daunting task. There are a multitude of factors to consider, from how much money you will need to support your desired lifestyle to when you should start drawing on your savings. Fortunately, at Wealth Factory, we have the experience and expertise to help you navigate these choppy waters.

We offer comprehensive retirement planning services that are tailored to each individual client. Our financial advisers will work with you to assess your unique situation and develop a plan that meets your specific needs and goals. So, whether you’re looking for guidance on how to invest your nest egg or you’re unsure about when you should retire, we can help you make the right decisions for your future. Contact us today to learn more about our personalised retirement planning services.

Throughout the Discovery Call, our financial advisor aims to:

Form a mutual understanding of each other's backgrounds and what we hope to gain from our relationship.
Help you form specific goals through our "magic wand" list.
Identify any advisory areas or issues that could be addressed.
Introduce you to the company through our Wealth Factory Corporate Profile, including our fee structures, services, and scope of advice to be provided.

We will invite you to become a client of Wealth Factory if I believe that we can add some value and have a relationship. You will then agree to sign a term of engagement agreement and schedule the pre-production meeting tentatively.

Wealth Factory will work with you to review your financial goals, risk profile and timeframes. We may also provide you with guidance on how to structure your portfolio to achieve your financial goals. Rob Laurie, owner/founder of Wealth Factory, is a qualified experienced financial planner who is regulated by the financial services industry. He will provide you with unbiased financial advice that is tailored to your specific needs and circumstances. Contact us today to find out more about how we can help you achieve your financial goals.

This work is licence under a Creative Commons Attribution 3.0 Unported. It is attributed to Paul Lakin.

Financial Adviser Coffs Harbour

Australia Wide Online Meetings

At Wealth Factory, we understand that life is busy and that not everyone has the time to come into our office for a meeting. That’s why we’re now offering virtual meetings Australia-wide, so you can get the financial advice you need without having to leave your home or office.

We use secure platforms like Google Meet and FaceTime to meet with clients, and we can even provide documents for electronic signing to make the process more efficient.

So whether you’re on your lunch break or working late, we can arrange a meeting that fits into your schedule. Contact Wealth Factory 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