Financial Adviser
Gladstone

We provide a personal level of financial service and care to residents of Gladstone, with a focus on our clients’ needs.

Gladstone, a vibrant community known for its resilience, entrepreneurial spirit, and a strong sense of community.

As a trusted financial advisor and planner, Wealth Factory is dedicated to empowering the residents of Gladstone to achieve their financial goals and secure their future. With a deep understanding of the unique financial landscape of Gladstone, we stand ready to assist you in navigating the path towards financial success.

Discover how Wealth Factory can be your partner in building a secure and prosperous future.

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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 Gladstone

Gladstone is a city that has witnessed remarkable growth over the years, primarily driven by its thriving industrial and resource sectors. With significant contributions from industries such as LNG exports, manufacturing, and tourism, Gladstone has established itself as a key economic hub in Queensland.

Demographic Profile of Gladstone

Gladstone’s population is diverse, comprising individuals and families from various backgrounds. From young professionals embarking on their careers to established business owners and retirees enjoying their golden years, the community’s financial needs are as diverse as its population.

Wealth Factory understands the unique financial challenges and opportunities that residents of Gladstone face at each stage of their lives.

How Wealth Factory makes a difference

Wealth Factory is devoted to providing our clients with the best possible care and service. We understand that your finances are important to you and we work hard to ensure that you have the information and support you need to make the most of your money.

Wealth Factory is the perfect choice for those who want personalised attention and expert advice when it comes to their finances. Rob Laurie, owner/founder and financial advisor/planner of Wealth Factory offers a wide range of services, from investment planning to retirement planning, and we will work with you to find the right solution for your needs.

Wealth Factory is the smart choice for anyone who wants to take control of their financial future.

If you choose to hire Rob Laurie as your financial planner, you will benefit from:

A comprehensive plan that we help you to develop from scratch, so you can stay on track with your personal financial goals.
A personal advisor who is easy to contact and always available to help you with your personal finance needs.
Financial clarity for every stage of your life, so you can be sure that you're on track to achieve your personal financial goals.
Regular updates and reporting on your financial plan help you to keep on top of your progress and make any necessary adjustments along the way.
Online access to information about your investment portfolio means that you can always stay up-to-date with the latest news and developments.
Expert advice and support when it comes to loans, debt, insurance, investment and retirement, so you can feel confident about your financial future.

You deserve the best when it comes to your finances – and that’s exactly what Wealth Factory delivers. As financial planners, we offer one-on-one attention and go the extra mile to make sure you’re comfortable with your plan.

Our team is passionate about helping clients reach their financial goals, and we’re confident in our ability to create a plan that fits your individual needs and circumstances. With years of experience and a focus on attention to detail, we’re the perfect choice for anyone looking for comprehensive financial planning services.

So don’t settle for anything less than the best. Contact Wealth Factory today to learn more about how we can help you achieve your financial goals.

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Free call with ur expert: Book now!

We believe that everyone deserves a comfortable retirement, and our team of financial advisers are dedicated to helping our clients achieve their financial goals.

If you’re not sure what your retirement goals should be, we can help you figure out what’s important to you and what kind of lifestyle you want to maintain after you retire. We can also provide guidance on how much money you will need to save in order to achieve your desired retirement income.

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

Take time to get to know you more a bit and vice versa.
Address any advisory areas or issues you may have.
Help you form some goals and figure out what you would like us to do for you.
Outline our fee structures, services, and scope of advice which are all stated in our Wealth Factory Corporate Profile.

At Wealth Factory, we believe that financial success is about more than just numbers – it’s about building a solid foundation for your future and making smart choices today. If you’re ready to take control of your financial future, we’d be honored to work with you.

Our ultimate goal is to help you achieve financial success – whatever that looks like for you. If you’re ready to get started, please reach out today. We look forward to hearing from you!

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Financial Adviser Gladstone

Australia Wide Online Meetings

We understand that not everyone will want to meet face-to-face in our Toowoomba office. That’s why we can 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. So if you’re looking for financial advice but can’t or don’t want to meet in person, Wealth Factory is the perfect solution. Schedule your FREE Discovery Call.

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