Financial Adviser
Gold Coast

Wealth Factory provides support to families across the Gold Coast looking to create a financially secure future.

Gold Coast, where the sun-drenched beaches meet a thriving community of individuals with unique personalities and aspirations.

In this dynamic city, it is crucial to have a solid financial foundation that aligns with your goals and values.

At Wealth Factory, we are committed to helping the residents of Gold Coast unlock their financial potential, providing expert financial advice and personalised financial plans tailored to their individual needs.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Demographic Insights of Gold Coast

Gold Coast is known for its diverse population, comprising both young professionals and established families. With a population of over 722,000, the city offers a vibrant mix of residents from various backgrounds, industries, and income levels. As an attractive tourist destination and a hub for entrepreneurship, Gold Coast’s economy thrives on industries like tourism, hospitality, education, and technology.

The ways we're different

Wealth Factory is dedicated to providing a personal level of financial service and care to its clients. We are client-focused and committed to helping our clients achieve their financial goals.

We offer a wide range of financial services including investment advice and retirement planning. Wealth Factory is the perfect partner for those who are looking for a personal and professional financial services experience. We are here to help you reach your financial goals and we look forward to helping you build your wealth.

By becoming our client, you’ll gain access to the following benefits:

Regular updates and reporting on your financial plan, which will help you to keep on track with your personal financial goals.
A financial advisor who is easy to reach and provides clarity for every stage of your life, with personal finance guidance that is tailored to your needs and situation.
A comprehensive plan that we help you to develop from scratch so you can achieve your goals.
Adjustment of your investment portfolios and financial strategy over time as needed, in accordance with any changes that may occur like internal and external market conditions.
Online access to information about your investment, as well as expert advice on loans, debt, insurance, investment and retirement.

Wealth Factory is all about empowering you to take control of your financial future. We are a team of passionate and experienced financial planners who are dedicated to helping our clients achieve their goals.

We believe that financial planning should be tailored to each individual, so we take the time to get to know you and understand your unique circumstances. We then design a bespoke plan that is focused on your specific goals.

If you’re looking for a financial planner who will go the extra mile to help you reach your goals, then Wealth Factory is the perfect choice for you. Contact us today to find out more about how we can help you achieve your financial dreams.

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Uncover your opportunities: Request a Discovery Call

Making the most of your financial situation in retirement requires professional guidance. Wealth Factory will work with you to develop a retirement plan that is tailored to your specific needs and lifestyle aspirations.

We understand that everyone’s financial situation is different, and we will provide you with the advice and assistance you need to make the most of your golden years. Whether you’re looking to downsize your home, travel the world or simply live a comfortable lifestyle, our team can help you make it happen. Contact us today to book a free consultation and start planning for your future.

Throughout the initial consultation, which is called Discovery Call, Rob Laurie aims to:

Help you form your goals and achieve them.
Know more a bit about your background, your career or business, your dreams and goals. This will help him get started on helping you achieve what you want.
Identify any advisory areas or issues that could be addressed.
Introduce the company through the Wealth Factory Corporate Profile.
Explain the fee structures, services, and scope of advice.

At Wealth Factory, we take a very personalised and individualised approach when it comes to financial advice. We believe that every person’s financial situation is unique, and that one-size-fits-all financial advice simply doesn’t work. That’s why we take the time to get to know each and every one of our clients, so that we can truly understand their financial goals and needs.

We believe that financial advice should be an ongoing conversation, not a one-time event. That’s why we offer an initial free consultation, so that we can get to know you and you can get to know us. If we both feel like there is a potential for a long-term relationship, then we will invite you to become a client. We will then agree to sign a term of engagement agreement and schedule the pre-production meeting tentatively. Financial success is a journey, not a destination, and we would be honoured to join you on that journey.

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Financial Adviser Gold Coast

Australia Wide Online Meetings

While we understand that not everyone is comfortable meeting face-to-face, we want to reassure you that we are still here to provide financial advice and support. We can provide advice virtually Australia wide, facilitated by online meetings securely using Google Meet, FaceTime or the 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 whether you’re in Toowoomba, Brisbane, the Gold Coast or beyond, we can still provide you with the financial advice and support you need.

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