Financial Adviser
Melton

Providing personalised financial service and support to the people of Melton.

Melton, a vibrant community nestled in the heart of Australia. From its picturesque landscapes to its friendly residents, Melton offers a unique personality that sets it apart.

At Wealth Factory, we understand the financial aspirations and challenges faced by the people of Melton. As a trusted financial adviser and planner, we are here to empower you to achieve your financial goals and build a prosperous future.

Let us delve into the financial status of the community and discover how Wealth Factory can be your guiding light.

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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 Melton

Melton is a diverse community with a rich tapestry of residents, each with their own unique financial goals and challenges. We believe that everyone deserves the opportunity to build a secure financial future, regardless of their current circumstances. Recent data reveals that the population of the City of Melton is projected to reach 205,867 in 2023, with further growth anticipated to reach 440,142 by 2051. As per the 2021 census, the residents of Melton exhibit a median weekly household income of $1,061, which totals to $55,172 per year.

However, financial stability can be elusive without proper guidance. Many individuals and families in Melton struggle with debt management, retirement planning, and investment decisions. It’s essential to address these concerns to achieve lasting financial security.

Why are we the top choice?

At Wealth Factory, we prioritize delivering tailored financial assistance and support to individuals in Melton. Our primary focus is ensuring that our clients’ needs are met.

We will work with you to design a customised financial plan that aligns with your personal circumstances and habits. We will provide ongoing support and guidance to ensure that you stay on course towards achieving your objectives.

If you want to save money, make investments, or improve your financial management skills, Wealth Factory can assist you. Don’t hesitate, contact us now to discover how we can support you in creating a brighter future.

By hiring us as your financial planner, you will have access to:

A dedicated advisor who is always available to assist with reaching your financial objectives.
A clear understanding of your financial situation at every stage of life.
Expert guidance on debts, loans, insurance, investment, and retirement.
A customised financial plan developed specifically for you.
Regular updates and reports on your financial plan to keep you on track.
Online access to information about your investments.
Ongoing expert advice on how to adjust your investment portfolios and financial strategy.
Reviews of factors such as internal and external market conditions to allow for proactive financial planning.

Our goal is to make financial planning an easier process for our clients by offering excellent service, thorough attention to detail, and expert knowledge in the field.

At Wealth Factory, we strive to provide every individual with a customised financial plan that meets their specific goals and needs. Our team works closely with clients to ensure that their plan is tailored to them and that they feel confident in it.

At Wealth Factory, we have a wealth of experience in the industry, with over 10 years under our belts. We are confident in our ability to help you achieve your financial goals and offer customised plans that are tailored to your specific needs and aspirations. Don’t settle for a generic solution – come to us for a personalised approach to reaching your dreams.

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See what we can do for you: Schedule a call

At Wealth Factory, we understand the importance of having a trusted financial planner to assist with your financial planning needs. That’s why we offer complimentary initial consultations, allowing you to get to know us and for us to understand your financial goals.

We want to make sure you have all the information you need to make a decision about whether or not working with us is the right choice for you. We will offer some general advice and answer any questions you have. If we feel that we are not the best fit for your needs, we will be honest with you and recommend someone who can better assist you in achieving your financial goals. Schedule a free meeting with us now to start taking control of your financial future.

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

Take the time to understand more about your background, career/business, and goals.
Work with you to create specific goals using a list of possibilities.
Identify any advisory areas or issues that need to be addressed.
Provide an overview of the Wealth Factory Corporate Profile, including our fees, services, and scope of advice.

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

Financial security does not have to be a source of stress or confusion. By scheduling a free discovery call with us, you can easily attain financial security and tranquility. Our team will assist you in developing a personaliSed plan that fits your household’s needs. Don’t delay – reach out to us now!

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Financial Adviser Melton

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