Financial Adviser
Newcastle

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

Newcastle, Australia—a vibrant city known for its stunning coastline, rich cultural heritage, and a community that embodies resilience and ambition.

At Wealth Factory, we understand the unique financial needs and aspirations of the people living here. As a trusted financial adviser and planner, we are committed to helping individuals and families in Newcastle navigate the complexities of their financial journey, empowering them to achieve their goals and build a secure future.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Newcastle's Financial Landscape

Newcastle is a city brimming with opportunities, where individuals from diverse backgrounds thrive. With a population of over 322,000 people, Newcastle is not only a vibrant coastal city but also an economic powerhouse. The region boasts a mix of industries, including manufacturing, services, and emerging sectors such as renewable energy and innovation.

Despite the city’s dynamism, it’s essential to recognise that each individual’s financial situation is unique. Some may be well on their way to financial stability, while others may be seeking guidance to overcome financial challenges or plan for major life events. At Wealth Factory, we believe that everyone deserves access to expert financial advice, regardless of their current circumstances.

Why choose us?

At Wealth Factory, we prioritize the financial well-being of our clients in Newcastle by offering personalised financial services and support. Our primary focus is always on meeting the individual needs of our clients.

We will collaborate with you to design a personalised financial plan that aligns with your lifestyle, and we will support you throughout the process to ensure that you are progressing towards your goals.

If you want to save money, invest in the future, or just manage your finances better, Wealth Factory can assist you. Don’t wait any longer. Contact us now and let us demonstrate how we can help you achieve a brighter future.

If you decide to hire us as your financial planner, you will be able to take advantage of the following:

A personal advisor who is always available to assist you in achieving your financial goals.
Financial clarity for every stage of your life to ensure that you stay on track with your personal finances.
Expert advice on debts, loans, insurance, investment, and retirement to help you make the best decisions for your needs.
A comprehensive financial plan that we will help you develop from scratch.
Regular updates and reports on your financial plan to help you stay focused on your goals.
Online access to information about your investments to help you stay in control.
Expert advice on how to adjust your investment portfolios and financial strategy over time to ensure that you are always prepared for the future.
Reviews of market conditions to help you proactively manage your finances.

We understand that financial planning can be overwhelming, which is why we are dedicated to offering exceptional service, attention to detail, and expertise to our clients. Our goal is to make the financial planning process as stress-free as possible for them.

At Wealth Factory, we understand that every individual has different financial goals and needs. That is why we offer personalised financial planning services to ensure that our clients receive a tailored plan that meets their specific objectives. We work closely with our clients to ensure that they fully understand and feel confident in their financial plan.

As a company with over a decade of expertise in the field, we possess the skills and expertise necessary to assist you in achieving your financial objectives. Instead of opting for a generic solution, come to Wealth Factory for a personalised plan designed specifically to help you achieve your aspirations.

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Find out how we can help: Book a Discovery Call

At Wealth Factory, we believe that trust is crucial in financial planning. That’s why we offer free initial consultations so that you can get to know us and we can understand your financial goals. This helps us to be a reliable ally in your financial planning journey.

We are here to provide you with all the necessary information and assistance you need to make a well-informed decision about working with us. If we believe that we are not the best fit for you, we will be honest and suggest other options that can better help you achieve your financial goals. To get started, schedule a free consultation with us to discuss how we can help you take control of your financial future.

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

Gather information about you, your career or business, and your goals.
Work with you to set goals using our "magic wand list" and determine what services you would like us to provide.
Assess any advisory areas or issues that need to be addressed.
Introduce you to Wealth Factory's Corporate Profile and explain our fee structures, services, and scope of advice.

I will invite you to become a client of Wealth Factory only if I believe that we can provide value and have a mutually beneficial 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 stress you out. Let us assist you in achieving financial stability and peace of mind. Simply schedule a complimentary discovery call with us and we will work together to develop a plan that fits your needs. Don’t delay, reach out to us now!

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Financial Adviser Newcastle

Australia Wide Online Meetings

Since it is 2023 and we have been living with COVID for a few years, we understand that not everyone may want to have in-person meetings at our Toowoomba office.

That is why we offer virtual meetings through platforms like Google Meet, FaceTime, or phone for clients located throughout Australia. We can also provide electronic documents for signing to make the process as efficient and convenient as possible.

With these options, you can receive expert advice from us regardless of your location in Australia, without sacrificing quality or incurring additional travel expenses. We also 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