Financial Adviser
Launceston

We offer personalised financial services and support to the people of Launceston.

Launceston, Australia, a vibrant city with a unique personality and a community that values financial well-being.

At Wealth Factory, we understand the importance of financial stability and the role it plays in achieving your dreams. As a trusted financial adviser and planner, we are dedicated to helping the residents of Launceston navigate the complex world of personal finance and create a secure financial future.

Let’s explore the financial status of the people living in Launceston and discover how Wealth Factory can assist you in achieving your financial goals.

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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 Launceston

Launceston boasts a diverse economic landscape, with industries ranging from agriculture and manufacturing to tourism and education. The city’s residents enjoy a relatively stable economy, with a growing number of employment opportunities and a steady rise in median household income.

Demographic Information

Launceston is home to a diverse population, comprising individuals from various age groups, professions, and income levels. From young professionals to families and retirees, our community has a wide range of financial goals and aspirations. It is essential to have a tailored financial plan that takes into account your unique circumstances and objectives.

How we stand out?

At Wealth Factory, our focus is on providing individualised financial services and support to the residents of Launceston. Our clients are our top priority, and we prioritise their needs in all that we do.

We will collaborate with you to tailor a financial plan that aligns with your lifestyle and provide ongoing support to ensure you stay on track to achieving your objectives.

If you want to improve your financial situation and achieve your goals, Wealth Factory is here to help. Contact us today to see how we can assist you in saving, investing, and managing your money. Don’t delay, start building a brighter future with us.

If you hire us as your financial planner, you will benefit from:

A personal advisor who is always available to help you achieve your financial goals
Financial clarity for every stage of your life, so you can stay on track with your personal finances
Expert advice on debts, loans, insurance, investments, and retirement, so you can make the best decisions for your needs
A comprehensive financial plan that we help you develop from scratch, so you're always on track with your goals
Regular updates and reporting on your financial plan to help you stay focused on what's important
Online access to information about your investments, so you can stay in control
Expert advice on how to adjust your investment portfolios and financial strategy over time, to prepare for the future
Reviews of internal and external market conditions, so you can be proactive about your finances.

It’s our goal to make financial planning as stress-free as possible for our clients through our exceptional service, attention to detail, and expertise.

At Wealth Factory, we believe that every individual deserves a tailored financial plan. Through personalized consultations, we aim to ensure that our clients feel confident in their financial plan and that it aligns with their individual goals and needs.

With our extensive knowledge and experience in the industry, let Wealth Factory create a personalized plan to help you reach your financial goals. Avoid generic solutions and trust us to tailor a plan specifically for you and your dreams.

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Discover your options: Schedule a call now

At Wealth Factory, we understand the importance of trust when it comes to financial planning. That’s why we offer free initial consultations so that you can get to know us and we can learn about your financial goals.

If you have any questions or concerns, we are here to provide you with general advice and guidance so that you can make an informed decision about partnering with us. We want what is best for our clients, so if we do not think we are the right fit for you, we will let you know and direct you to someone who can better assist you in achieving your financial goals. Schedule a free consultation with us today and let us help you take control of your financial future.

During the initial consultation, known as the Discovery Call, your financial advisor will:

Discuss your background, career/business, dreams, and goals with you
Work with you to develop goals and determine what services you would like from us
Identify potential advisory areas or issues that need to be addressed
Provide an overview of Wealth Factory and explain our fee structures, services, and scope of advice
Agree on the terms of our services and advice to be provided.

I will only invite you to become a client of Wealth Factory if I believe we can add value and establish a relationship. Upon agreeing to sign a term of engagement agreement, we will schedule a pre-production meeting.

Achieving financial security and peace of mind doesn’t have to be a complex or stressful process. By booking a free discovery call with us, we can assist you in creating a tailored plan for your family’s financial needs. Take the first step towards financial stability and contact us today.

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Financial Adviser Launceston

Australia Wide Online Meetings

In 2023, we understand that not everyone will want to meet in person at our Toowoomba office.

Therefore, we offer virtual meetings using secure platforms such as Google Meet, FaceTime, or the phone to provide advice to individuals across Australia.

This allows us to meet with multiple family members during their lunch breaks without the need to rush out and search for parking. Additionally, we offer late meetings up to 9pm AEST to accommodate busy schedules.

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