Financial Adviser
Orange

We are client-focused, and we strive to offer a personalised level of financial service and support to the people of Orange.

Orange, a vibrant community nestled in the heart of the picturesque Central West region. As the financial landscape continues to evolve, it’s essential to empower yourself with expert guidance and personalised financial plans.

At Wealth Factory, we understand the unique financial needs of Orange residents and are dedicated to helping you achieve your financial goals. With our trusted expertise and comprehensive range of services, we are your go-to partner for financial advice and planning.

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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 Orange

Orange boasts a diverse population of hardworking individuals, spanning various age groups and professional backgrounds. As a thriving regional center, the town has witnessed steady economic growth and an increasing demand for financial expertise. While the local economy is predominantly driven by agriculture, mining, and tourism, residents in Orange pursue a wide range of careers, including healthcare, education, retail, and professional services.

Why choose Wealth Factory?

At Wealth Factory, our primary focus is on delivering personalised financial services and support to the individuals of Orange. Our top priority is always the needs and desires of our clients.

We will work closely with you to design a financial plan that is tailored to your specific needs and lifestyle, and we will provide ongoing support to ensure that you are making progress towards achieving your financial goals.

If you want to save money for emergencies, invest for the long term, or simply manage your finances better, Wealth Factory can assist you. Don’t hesitate, contact us today and we will demonstrate how we can help you achieve a more secure future.

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

A personal advisor who is always available to assist you in reaching your financial goals.
Financial guidance throughout different stages of your life.
Expert advice on debts, loans, insurance, investment and retirement.
Personalised financial plan to follow.
Regular updates and reporting on your financial plan.
Online access to information about your investments.
Expert advice on adjusting your investment portfolios and financial strategy.
Reviews of external and internal market influences.

We understand that financial planning can be overwhelming, which is why we are dedicated to delivering top-quality service, thorough attention to detail, and expert knowledge to our clients.

Wealth Factory believes that all individuals deserve a customised financial plan that addresses their specific goals and needs. We offer one-on-one support to ensure that our clients feel confident in their plan and that it aligns with their individual objectives.

If you want to achieve your financial goals, don’t settle for a generic solution. At Wealth Factory, we have been in the industry for over a decade and have the expertise to provide you with a personalised plan that will help you reach your dreams. Trust us to guide you on your financial journey.

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Let's Chat: Schedule your FREE Consultation

To ensure that you have a reliable partner in your financial planning journey, Wealth Factory offers free initial consultations where you can get to know us and we can understand your financial objectives. Trust is crucial when it comes to managing your finances, and we want to ensure that you have confidence in our services.

We want to help you make an informed decision about whether or not working with us is the right choice for you. To do so, we will offer general advice and answer any questions you may have. If we feel that we are not the best fit for your financial needs, we will let you know and recommend someone who can better assist you in reaching your financial goals. Schedule a free meeting with us today and let us help you take control of your financial future.

During the first meeting with your financial advisor, known as the Discovery Call, they will:

Gather information about you, your career/business, and your aspirations.
Create goals using a special tool called the magic wand list and discuss how the advisor can assist you in achieving them.
Identify any potential advisory issues or areas that need addressing.
Provide an overview of the Wealth Factory company, including its fee structures, services, and the scope of advice offered.

I will only invite you to become a client of Wealth Factory if I believe we can provide value and have a productive relationship. Upon acceptance, 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. We can help you achieve financial stability and peace of mind quickly and easily. Simply schedule a free consultation with us and we will work together to create a plan that fits your family’s needs. Take the first step towards financial security and contact us now.

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Financial Adviser Orange

Australia Wide Online Meetings

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

That is why we offer virtual meetings using platforms like Google Meet, FaceTime, or the phone for those who prefer it. We can even handle electronic document signing to make the process as seamless and convenient as possible. So no matter where you are located in Australia, whether it be Sydney, Melbourne, Brisbane, or Perth, you can still receive high-quality expert advice without having to physically travel to our office.

In the past, coordinating meetings like these would have been challenging and required a lot of travel. However, with the availability of video calls through the internet, we can easily connect with clients from any location. We also offer late meetings up until 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