Financial Adviser
Melbourne

We are committed to meeting the personalised financial needs of the residents of Melbourne.

Melbourne, a city renowned for its cultural diversity, stunning landscapes, and vibrant community spirit.

As a financial adviser and planner deeply committed to the financial well-being of Melburnians, Wealth Factory stands ready to be your guiding light in navigating the path to financial prosperity. With a rich understanding of the city’s unique personality and its residents’ financial needs, we are here to empower you with personalised financial advice and meticulously crafted financial plans.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Financial Landscape in Melbourne

Melbourne boasts a diverse and dynamic economy, with a rich mix of industries such as finance, technology, creative arts, and healthcare. The city is home to both established businesses and innovative startups, providing a plethora of opportunities for financial growth and success.

Melbourne’s population consists of a wide range of individuals, including young professionals, families, and retirees. With a population of 5,235,000, there is a diverse mix of financial goals and challenges. Whether you’re looking to secure your retirement, save for your children’s education, or grow your wealth, Wealth Factory understands the unique financial needs of Melbourne’s residents.

What sets Wealth Factory apart?

At Wealth Factory, our top priority is delivering top-notch financial services and care to the residents of Adelaide. Our focus is on our clients and ensuring that their needs are met.

We will collaborate with you to design a personalised financial plan that aligns with your individual needs and lifestyle, and we will provide ongoing support to ensure that you are making progress towards achieving your objectives.

If you want to have a financial cushion, invest for the long term, or simply improve your money management skills, Wealth Factory can assist you. Don’t wait any longer! Contact us now and we will demonstrate how we can help you construct a brighter future.

By hiring us as your financial planner, you will:

Have access to a dedicated personal advisor who is easily reachable and always ready to assist you in reaching your financial goals.
Receive guidance on various financial matters such as debts, loans, insurance, investment, and retirement to make informed decisions that meet your needs.
We will work with you to create a comprehensive financial plan and provide regular updates and reporting to help you stay on track.
Have online access to information about your investments and receive expert advice on how to adjust your investment portfolio and financial strategy over time.
We will monitor external and internal market conditions and provide reviews to help you proactively manage your finances.

Financial planning can be overwhelming, which is why we are committed to providing exceptional service, careful attention to detail, and expert knowledge to our clients.

Wealth Factory is committed to providing personalised financial planning for every individual. We take the time to understand each client’s specific goals and needs, and work with them individually to create a financial plan that they feel comfortable with.

At Wealth Factory, we have been working in the industry for over a decade and have the expertise to assist you in achieving your financial goals. Rather than opting for a generic solution, come to us for a personalised plan that will assist you in realizing your aspirations.

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Learn more about us: Book a Discovery Call

At Wealth Factory, we believe that having a trustworthy financial planner is crucial for successful financial planning. That is why we offer free initial consultations so that you can get to know us and we can understand your financial goals.

We want to ensure that you have all the information you need to make the best decision for your financial future. During a free consultation with us, we will offer general advice and answer any questions you have about working with us. If we don’t think we are the best fit for you, we will be honest and recommend someone who can better assist you in reaching your goals. Don’t hesitate to schedule a meeting with us to take control of your finances.

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

I will only invite you to become a client of Wealth Factory if I believe that we can offer value to you and establish a good working relationship. If this is the case, you will be required to sign a term of engagement agreement, after which we will tentatively schedule a pre-production meeting.

If you’re worried about financial security, know that it doesn’t have to be complicated. By booking a free discovery call with us, we can help you achieve financial stability and peace of mind quickly. Let us create a plan that works for your family – don’t hesitate, reach out to us now!

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Financial Adviser Melbourne

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