Financial Adviser
Hervey Bay

We provide comprehensive financial advice to the residents of Hervey Bay to help them make their financial dreams come true.

Welcome to Hervey Bay, a vibrant coastal community nestled on the Fraser Coast of Australia. Known for its pristine beaches, stunning natural beauty, and warm-hearted locals, Hervey Bay is not only a place to call home but also a place where dreams are nurtured.

At Wealth Factory, we understand the unique financial needs and aspirations of the people living in this wonderful community. With our expertise in financial planning and advisory services, we are here to guide you towards a prosperous and secure future.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

The Financial Landscape in Hervey Bay

With its unique blend of natural beauty and economic dynamism, Hervey Bay offers both opportunities and challenges to its residents’ financial well-being. As property values rise and living costs fluctuate, individuals and families seek expert guidance to navigate the complexities of managing their finances effectively.

Based on the recent data, the population of individuals reaching retirement age in Hervey Bay is projected to rise by approximately 7.8% within the period from 2021 to 2026. Many are concerned about ensuring a comfortable post-retirement life and leaving a legacy for their loved ones. Additionally, a growing number of young professionals are eager to build a strong financial foundation and make informed investment decisions, seeking support from reliable financial experts.

What sets us apart

Wealth Factory is a financial advisory firm that is 100% client-focused. We provide a personal level of service and care to our clients that is unmatched in the industry. Our clients are our top priority and we work diligently to ensure that their financial needs are met.

We offer a wide range of financial services, including investment planning, retirement planning, and insurance services. Our team is passionate about helping our clients reach their financial goals. We work with our clients to create customised financial plans that are designed to meet their specific needs and objectives.

Wealth Factory is committed to providing the highest level of service and care to our clients. We believe that financial planning should be accessible to everyone, regardless of their income or asset level. We offer competitive pricing on all of our services and products, so that our clients can receive the best value for their money.

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

A personal financial advisor who is easy to contact, provides clarity for every stage of your life.
Making adjustments to your investment portfolios and financial strategy over time.
Personal finance guidance that is tailored to your needs and situation.
Developing a comprehensive plan from scratch to achieve your goals.
Provide regular updates and reports on your financial plan to help you stay on track.
Online access to information about your investment.
Expert advice on loans, debt, insurance, investment and retirement can help keep you on track with your personal financial goals.

Wealth Factory is more than just a financial planning service – it’s a custom solution for your unique money goals. We recognise that everyone’s financial situation is different, which is why we offer personalised attention and customised plans to fit your needs.

Our team is passionate about helping you reach your wealth goals, and we’re committed to providing the best possible service. We’ll take the time to listen to your goals and develop a plan that fits your specific circumstances. And because we’re focused on the details, you can be confident that your wealth plan will be tailored specifically for you.

So if you’re looking for a one-of-a-kind solution for your financial future, Wealth Factory is the right choice. Get in touch with us today to learn more about how we can help you build your perfect wealth plan.

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Talk to our team: Schedule a FREE Consultation

It’s never too early to start thinking about retirement, and at Wealth Factory, we believe that a professionally guided perspective is essential in planning for your post-work life. Rob Laurie, owner/founder and financial advisor/planner of Wealth Factory, offers comprehensive personalised retirement plans based on each individual client’s needs and lifestyle aspirations, so you can rest assured that you’re on track to achieving your financial goals.

Whether you’re looking to downsize your home, travel the world or simply live a comfortable lifestyle in retirement, our team can help you make it happen. Contact us today to learn more about our services and how we can help you achieve your vision for retirement.

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

Work together to form goals through our 'magic wand' list.
Take a few steps back and learn more about you and your background, as well as 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 more about who we are and how we operate.
Agree to our fee structures, services, and scope of advice to be provided.

If you are seeking a financial adviser in Hervey Bay, then you may want to consider Wealth Factory. At Wealth Factory, we believe that everyone deserves access to quality financial advice. That’s why we offer a free initial consultation to all potential clients.

During this consultation, we will get to know you and your financial goals. If we believe that we can add value and have a positive impact on your financial future, then we will invite you to become a client. We will then schedule a pre-production meeting, during which we will discuss your broad options and potential strategies. You will then agree to sign a term of engagement agreement, outlining the terms of our relationship.

We believe that this process is the best way to ensure that our clients receive the highest level of service and achieve their financial goals.

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Financial Adviser Hervey Bay

Australia Wide Online Meetings

At Wealth Factory, we understand that not everyone will want to meet face-to-face in our Toowoomba office due to Covid. 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 people, so we offer late meetings up to 9pm AEST. Whether you’re in Hervey Bay or anywhere else in Australia, we can help you get the financial advice you need. Contact us today to learn more.

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