Financial Adviser
Geelong

Providing professional and tailored financial advice to the residents of Geelong so that they can make their money dreams come true.

Geelong, a vibrant and thriving community located in the beautiful state of Victoria, Australia.

As a trusted financial adviser and planner, Wealth Factory understands the unique financial needs and aspirations of the people living in Geelong. We are committed to helping individuals and families in this dynamic region 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

Geelong is a diverse community, comprising a mix of young professionals, growing families, and retirees. With a population of over 204,450, this coastal city boasts a rich cultural heritage, a thriving arts scene, and a strong sense of community.

Geelong’s residents value their work-life balance, quality education, and enjoy a range of recreational activities. However, like any community, the people of Geelong face various financial challenges and seek expert guidance to navigate their economic landscape.

Financial Landscape of Geelong

Geelong’s economy has experienced significant growth over the years, driven by diverse industries such as manufacturing, healthcare, tourism, and education. As the city continues to evolve, so do the financial needs of its residents. Whether you’re a young professional looking to invest wisely, a family planning for education expenses, or a retiree seeking to maximise your retirement savings, making informed financial decisions is crucial.

What Wealth Factory do differently

Wealth Factory is dedicated in helping its clients achieve their financial dream. We pride ourselves on our client-focused and personalised care, which are two things that sets us apart from other advisory firms. We understand that every client has different needs and goals, which is why we tailor our services to each individual.

Whether you’re looking to save for retirement, invest in a new home, or simply take better control of your finances, Wealth Factory can help. Our team will work with you to create a customised plan that fits your needs and helps you reach your goals. Contact us today to learn more about how we can help you build your wealth!

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

Expert advice on loans, debt, insurance, investment and retirement that you can trust.
A personal advisor who is easy to contact and always available when you need them.
Personal finance guidance that helps you achieve your goals, with regular updates and feedback.
A comprehensive financial plan that we help you develop from scratch, adjusting it over time as needed.
Financial clarity for every stage of your life, tailored specifically to your needs and situation.

At Wealth Factory, we pride ourselves on our personalised approach to financial planning. We believe that your financial plan should be as unique as you are, which is why we take the time to get to know you and your goals before putting together a customised solution.

Wealth Factory is more than just a a financial advisory company – we’re passionate about helping our clients reach their financial goals. We’ll work with you one-on-one to ensure that you’re comfortable and happy with your plan, and we’ll go the extra mile to make sure all the finer details are taken care of.

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Discuss your needs: Schedule a FREE Call

At Wealth Factory, we understand that retirement planning is an important financial goal for many people. We also understand that everyone’s circumstances are different, which is why we offer comprehensive retirement plans that are personalised to each individual. Rob Laurie, owner/founder and financial advisor/planner of Wealth Factory, will work with you to understand your unique circumstances and goals, and then create a retirement plan that is tailored specifically for you.

We believe that having a professionally guided perspective on how you will live after work is essential for making the most of your retirement years. Contact us today to learn more about our personalised retirement planning services.

Throughout the initial consultation, Rob Laurie will:

Take a few steps back and learn a bit about you, your background, your career/business, dreams, and goals.
Identify any advisory areas or issues that could be addressed
Run through the Wealth Factory Corporate Profile to learn who we are, how we operate, and what to expect from us.
Help 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.

At Wealth Factory, we only take on clients that we believe we can add value to. We want to build long-lasting relationships with our clients, so it’s important that we’re a good fit for each other. If we think we can work together, we’ll invite you to become a client and sign a term of engagement agreement. Then we’ll schedule a pre-production meeting.

Achieving financial security is easier than ever before, and we are here to help you every step of the way. We offer a FREE discovery call so that we can get to know you and your unique needs, and from there develop a personalised plan just for you. Don’t wait any longer – book your call today!

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Financial Adviser Geelong

Australia Wide Online Meetings

A few years of living with COVID, we understand that not everyone will want to meet face-to-face in our Toowoomba office. That’s why we decided to provide financial 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 see how we can help you reach 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