Financial Adviser
Dubbo

Wealth Factory provides a range of services to help locals in Dubbo achieve their financial dreams

Dubbo, a vibrant and close-knit community nestled in the heart of Australia.

As the trusted financial advisor and planner in this region, Wealth Factory is dedicated to helping the people of Dubbo achieve financial well-being and unlock their true potential.

With our expert guidance and personalised financial plans, we empower individuals and families to make informed decisions and build a secure future. Let’s explore the unique financial landscape of Dubbo and discover how Wealth Factory can be your partner in financial success.

This work is licence under a Creative Commons Attribution-Share Alike 4.0. It is attributed to Maksym Kozlenko.

Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Financial Landscape of Dubbo

Dubbo is a thriving regional city known for its diverse economy, rich cultural heritage, and strong community spirit. With a population of over 36,580 people, this dynamic city boasts a wide range of industries, including agriculture, health care, education, and retail. The people of Dubbo are hardworking, ambitious, and value long-term financial stability.

Reasons to choose us

Wealth Factory is all about providing professional and personal financial services. We pride ourselves on being client-focused and providing a high level of care to our clients. Rob Laurie, financial advisor/planner and owner/founder of Wealth Factory, offers a wide range of financial services including insurance advice, investment planning, retirement planning, and more.

Whether you’re looking for life insurance and income protection insurance, we can help you find the right policy for you. We’re here to help you protect your wealth and secure your financial future. Contact us today to find out more about our services.

By becoming a client of Wealth Factory, you will benefit from:

A personal advisor who is easy to contact and always available when you need them can help you achieve financial clarity for every stage of your life.
Expert advice on loans, debt, insurance, investment and retirement - so you can make the best choices for your future.
Personal finance guidance that is tailored to your unique needs and situation, so you can always rely on us for support.
Our team who are expert in helping you stay on track with your personal financial goals.
Online access to all the information you need about your investments.
Comprehensive plan that takes all of your needs into account.
Regular updates and reports on your financial plan so you can keep track of your progress.

Wealth Factory is passionate and dedicated to helping our clients reach their financial goals.

We are more than just your average financial advisory firm. We go the extra mile to ensure that our clients are comfortable and happy with their financial plan. We take the time to listen to our clients and understand their individual goals and circumstances. And we pride ourselves on our attention to detail and friendly demeanour.

So if you’re looking for an ‘off-the-shelf’ solution, look no further – Wealth Factory will create a customised plan that is as unique as you are. Contact us today to find out more about how we can help you achieve your financial goals.

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Find out more: Book a Discovery Call

At Wealth Factory, we believe it is important to have a professionally guided perspective on how you will live after work or if you need assistance deciding what your goals should be. This is why we offer comprehensive personalised retirement plans based on each individual client’s needs and lifestyle aspirations.

We help you plan for your retirement and can provide tailored advice based on your specific circumstances. We understand that everyone’s retirement goals are different, so we take the time to get to know you and your financial situation before recommending a course of action. Contact us today to learn more about our retirement planning services.

During Discovery Call, Rob Laurie will:

Get to know a bit more about you and your background.
Learn about your career or business, as well as your dreams and goals.
Help form your goals through our magic wand list, and then we will be able to identify any advisory areas or issues that could be addressed.
Introduce you further to Wealth Factory through its Corporate Profile, including who we are, how we operate, and what you should expect from us.
Explain our fee structures, services, and scope of advice to be provided.

At Wealth Factory, we only take on clients if we believe that we can add value and build a strong relationship. If you become a client of ours, you will agree to sign a term of engagement agreement. This agreement outlines the financial advice services that we will provide to you. We will also schedule a pre-production meeting. During this meeting, we will discuss broad options and possible strategies to achieve your goals.

We believe that financial advice is all about building relationships and adding value, so if you’re looking for a financial adviser in Dubbo, give us a call today.

This work is licence under a Creative Commons Attribution-Share Alike 4.0 International. It is attributed to Maksym Kozlenko.

Financial Adviser Dubbo

Australia Wide Online Meetings

At Wealth Factory, we understand that, due to Covid, not everyone will want to meet face-to-face in our Toowoomba office. That’s why we decided to provide advice virtually 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. Whether you’re in Toowoomba, Dubbo or anywhere else in Australia, we can help you achieve your financial goals.

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