Financial Adviser
Mackay

We offer a highly personalized financial service experience to the people of Mackay

Mackay, a vibrant city nestled on the eastern coast of Queensland, Australia. Known for its stunning natural beauty, thriving local economy, and welcoming community, Mackay is a place where dreams are nurtured and opportunities abound.

At Wealth Factory, we understand the unique financial needs and aspirations of the people living here, and we are committed to empowering the community with sound financial advice and personalised plans for a prosperous future.

This work is licence under a Creative Commons Attribution 4.0. It is attributed to Kerry Raymond.

Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Mackay's Financial Landscape

As financial advisors and planners, we believe that understanding the local financial landscape is crucial to providing effective guidance. Mackay’s economy is diverse, with industries like mining, agriculture, and tourism playing significant roles in shaping the community’s financial status.

The region’s mining sector contributes to Australia’s global standing as a leading resources exporter, while the fertile lands surrounding Mackay foster a thriving agriculture industry. Additionally, the city’s allure as a tourist destination attracts visitors from far and wide, adding another layer of economic diversity to the region.

However, with economic diversity comes unique financial challenges. Many Mackay residents may face fluctuating incomes due to the cyclical nature of certain industries. Balancing these variable incomes with long-term financial stability requires strategic planning, and that’s where Wealth Factory comes in.

What makes us stand out?

At Wealth Factory, our priority is to offer personalised financial services and support to the residents of Mackay. Our focus is on our clients and we prioritise their needs above all else.

We will collaborate with you to design a customised financial plan that aligns with your lifestyle and needs. We will also provide ongoing support and guidance to ensure that you are making progress towards your objectives.

Are you trying to save money for emergencies, invest for the long term, or simply manage your finances better? Wealth Factory can assist you with all of these goals. Don’t hesitate – contact us now to learn how we can support you in creating a brighter future.

If you decide to hire us as your financial planner, you will receive the following benefits:

Personal advice from an easily accessible advisor who is dedicated to helping you reach your financial goals.
A clear understanding of your financial situation at every stage of life.
Expert guidance on managing debts, loans, insurance, investments, and retirement.
A customized financial plan developed specifically for you.
Regular updates and reports to keep you on track.
Online access to information about your investments.
Expert advice on adjusting your financial strategy as needed.
Evaluations of external market conditions to help you proactively manage your finances.

Because we understand that financial planning can be overwhelming, we have committed ourselves to delivering excellent service, thorough attention to detail, and expert knowledge to our clients.

Wealth Factory believes that every individual deserves a customised financial plan that is tailored to their specific goals and needs. We work closely with our clients to ensure that they are comfortable with their plan and that it meets their individual requirements.

We have been in the industry for over a decade, providing us with a wealth of knowledge and expertise to assist you in achieving your financial objectives. Rather than opting for a generic solution, visit Wealth Factory for a personalised plan that will help you achieve your aspirations.

This work is licence under a Creative Commons Attribution 4.0 International. It is attributed to Kerry Raymond.

Get started: Request a FREE Discovery Call

At Wealth Factory, we understand the importance of having a trustworthy financial planner to assist with financial planning. That’s why we offer free initial consultations to allow clients to get to know us and for us to understand their financial goals.

We offer general advice and are happy to answer any questions you may have so that you can make a well-informed decision about whether working with us is the right choice for you. Additionally, we prioritise the needs and goals of our clients, and if we don’t believe we can effectively assist you, we will let you know and provide recommendations for other professionals who may be better suited to help you reach your financial objectives. To start exploring your options, schedule a free meeting with us today and let us help you take control of your financial future.

During the first meeting with Rob Laurie, known as the Discovery Call, he will:

Gather information about you, your career and business, and your aspirations and objectives.
Work with you to create goals using our "magic wand list" and understand what you would like us to do for you.
Identify any advisory areas or issues that can be addressed.
Provide an overview of Wealth Factory, including our operations and what you can expect from us.
Clarify and agree on our fees, services, and the scope of advice we will offer.

I will only invite you to become a client of Wealth Factory if I feel that we can contribute value and build a relationship. Upon accepting the invitation, you will need to sign a term of engagement agreement and we will tentatively schedule a pre-production meeting.

Don’t let financial insecurity weigh on your mind. Let us assist you in attaining financial stability and peace of mind. Simply schedule a complimentary discovery call with us to begin the process of crafting a plan tailored to your household’s needs. Don’t delay – reach out to us now!

This work is licence under a Creative Commons Attribution-Share Alike 3.0 Unported. It is attributed to Amos T Fairchild.

Financial Adviser Mackay

Australia Wide Online Meetings

We understand that not everyone will want to meet face-to-face in our Toowoomba office in 2023.

We can provide advice virtually Australia wide, facilitated by online meetings securely using Google Meet, FaceTime or the humble telephone if preferred. 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.

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