Financial Adviser
Perth

We prioritise our clients and strive to offer personalised financial services to the community of Perth.

Perth, where the pursuit of financial prosperity is a shared ambition among its diverse and vibrant community.

At Wealth Factory, we understand the unique financial challenges and aspirations of the people in Perth. As a trusted financial adviser and planner, we are dedicated to helping individuals and families in this remarkable city unlock their wealth potential and secure a brighter financial future.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Perth's Financial Landscape

Perth, nestled on the picturesque western coast of Australia, boasts a dynamic economy driven by diverse sectors such as mining, construction, education, tourism, and technology. This vibrant city has a population of 2,093,000 people, with a median household income that surpasses the national average. However, despite its economic prosperity, many individuals and families in Perth face financial complexities and uncertainties.

Demographic Insights of Perth

Perth’s population comprises people from diverse backgrounds, including professionals, entrepreneurs, families, and retirees. With a median age of 37.6 years, the city is known for its energetic workforce and a healthy mix of industries. Whether you’re a young professional looking to invest wisely, a growing family striving for financial security, or a retiree seeking a sustainable income stream, Wealth Factory is here to assist you at every stage of your financial journey.

Why we're the preferred choice

At Wealth Factory, our primary goal is to offer personalised financial services and support to the residents of Perth. Our client-centric approach ensures that your needs are always our top priority.

We will work with you to develop a customised financial plan that fits your individual needs and lifestyle, and we will provide ongoing support to ensure that you are progressing towards your objectives.

If you want to prepare for unexpected expenses, plan for the future, or simply improve your financial management, Wealth Factory can assist you. Don’t hesitate any longer. Contact us now and we will demonstrate how we can support you in creating a brighter future.

If you choose to work with us as your financial planner, you will have access to the following benefits:

A dedicated advisor who is always available to assist you in reaching your financial objectives.
Clear financial guidance throughout all stages of your life to ensure you stay on track with your personal finances.
Expert advice on managing debts, loans, insurance, investments, and retirement to make informed decisions that meet your needs.
A customised financial plan created specifically for you to help you achieve your goals.
Regular updates and reports on your financial plan to keep you focused on what's most important.
Online access to information about your investments for greater control.
Expert guidance on adjusting your investment portfolios and financial strategy over time to be prepared for the future.
Assessments of external and internal market conditions to be proactive in managing your finances.

We understand that financial planning can be overwhelming, so we strive to give our clients the best support, attention, and knowledge through our services.

Wealth Factory believes that every individual should have a tailored financial plan that suits their specific goals and requirements. We offer personaliSed support and work closely with our clients to ensure they feel confident and satisfied with their plan.

With a decade of expertise in the field, our team at Wealth Factory has the skills and know-how to assist you in meeting your financial objectives. Rather than opting for a generic solution, trust us to provide a personalised plan that will help you achieve your aspirations.

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Explore your options: Request a Discovery Call

To ensure a successful financial plan, it is crucial to have a trusted partner. That is why we offer free initial consultations at Wealth Factory, allowing you to become familiar with us and for us to understand your financial objectives.

We are here to assist you in making an informed decision about whether working with us is the right fit for you. We will offer general advice and answer any questions you may have. If we believe that we are not the best option for you, we will be honest and refer you to someone who can better assist you in achieving your financial goals. Don’t hesitate to schedule a free consultation with us to take control of your financial future.

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

Take the time to get to know you and your background, including your career or business, your dreams, and your goals.
Help you develop specific goals through a brainstorming process.
Identify any areas where they can provide advisory services.
Introduce you to the Wealth Factory Corporate Profile, which explains who they are, how they operate, and what you can expect from them.
Discuss and agree upon their fee structures, the services they will provide, and the scope of their advice.

I will only invite you to become a client of Wealth Factory if I believe we can mutually benefit from a partnership. If this is the case, you will be required to sign a term of engagement agreement and we will schedule a pre-production meeting.

Achieving financial security doesn’t have to be overwhelming or complex. Let us help you achieve peace of mind through our FREE Discovery Call. Take the first step towards creating a plan that fits your family’s needs by contacting us today! Don’t hesitate – schedule your call now.

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Financial Adviser Perth

Australia Wide Online Meetings

Given the ongoing COVID pandemic and the fact that it is now 2023, we understand that some people may not be comfortable with meeting in person at our Toowoomba office.

That is why we are happy to offer virtual meetings using platforms such as 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. No matter where you are located in Australia, whether it be Sydney, Melbourne, Brisbane, or Perth, we can still provide you with top-quality, affordable advice.

In the past, such meetings would have required significant travel and coordination, but now, thanks to the internet, we can easily connect through video calls. We also offer late meetings 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