Financial Adviser
Port Macquarie

We prioritise the needs of our clients and strive to offer a high level of personal financial service to the people of Port Macquarie.

Port Macquarie, a vibrant coastal city known for its picturesque landscapes, friendly communities, and a thriving local economy. As residents of this unique and dynamic community, it’s essential to harness your financial potential and secure a prosperous future. That’s where Wealth Factory, your trusted financial advisor and planner, comes in.

With our expertise and personalised approach, we are here to help you navigate the complexities of finance, providing tailored solutions that align with your goals and aspirations.

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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 Port Macquarie

With a population exceeding 88,145, Port Macquarie is a diverse and growing community. The region is characterised by a mix of young families, professionals, retirees, and entrepreneurs, each with their unique financial needs and aspirations.

Port Macquarie’s real estate market is dynamic, with a mix of homebuyers, investors, and retirees looking to downsize. Whether you are aiming to secure your first home or optimise your property investments, Wealth Factory can provide comprehensive advice tailored to the local property market conditions.

Why pick us for your needs?

At Wealth Factory, we prioritise providing personalised financial service and support to the residents of Port Macquarie. Our focus is on meeting the specific needs of our clients and ensuring their satisfaction.

We will collaborate with you to design a customised financial plan that aligns with your needs and lifestyle, and we will provide ongoing support to ensure that you stay on track to achieve your goals.

If you want to save for emergencies, invest for the long term, or simply improve your financial management, Wealth Factory can assist you. Don’t delay – contact us now and discover how we can help you create a brighter future.

By hiring us as your financial planner, you will receive the following benefits:

A dedicated personal advisor who is easily accessible and always willing to assist you in achieving your financial goals.
A clear understanding of your financial situation at every stage of life.
Expert guidance on debt, loans, insurance, investments, and retirement.
A personalised financial plan tailored to your needs.
Regular updates and reports on your financial progress.
Online access to information about your investments.
Expert advice on adjusting your investment portfolios and financial strategy.
Reviews of external and internal market conditions to help you make proactive financial decisions.

We understand that financial planning can be overwhelming, so we strive to offer the highest level of service, attention to detail, and expertise to our clients.

At Wealth Factory, we believe that each individual should have a tailored financial plan. We work closely with our clients to ensure that their plan is tailored to their specific goals and needs, and that they feel comfortable with it.

As a company with over a decade of expertise in the field, we possess the necessary skills and know-how to assist you in achieving your financial objectives. Don’t settle for a one-size-fits-all solution – let Wealth Factory create a personalised plan specifically designed to help you realize your aspirations.

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Book your FREE Discovery Call

It is essential to have a trusted advisor when it comes to financial planning. That is why at Wealth Factory, we offer a complimentary initial consultation to allow you to become familiar with us and for us to understand your financial objectives.

We are here to provide you with helpful information and guidance so that you can decide if partnering with us is the right choice for you. Additionally, we prioritise the needs and goals of our clients, so if we feel that we are not the best fit for you, we will let you know and suggest alternatives that may better suit your financial objectives. Don’t hesitate to schedule a free consultation with us to discuss your financial future and how we can assist you in taking control of it.

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

Gather information about you, including your career/business, dreams, and goals.
Help you identify and form specific goals using a "magic wand list."
Assess any advisory areas or issues that need to be addressed.
Provide an overview of the Wealth Factory Corporate Profile, including information about our fees, services, and scope of advice.

I will invite you to become a client of Wealth Factory only if I believe we can contribute value and develop a relationship. Upon acceptance of the invitation, you will need to sign a term of engagement agreement and we will tentatively schedule a pre-production meeting.

You don’t have to worry about financial security. With our assistance, you can easily achieve financial security and peace of mind. Simply book a FREE Discovery Call with us and we can begin developing a plan that meets the needs of your family. Don’t hesitate – reach out to us now!

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Financial Adviser Port Macquarie

Australia Wide Online Meetings

Given the ongoing COVID pandemic and the fact that it has been a few years since it began, we understand that some people may not feel comfortable meeting in person at our Toowoomba office.

That’s why we offer virtual meetings using platforms like Google Meet, FaceTime, or phone calls for those who prefer them. We can also provide electronic documents for signing to make the process as convenient as possible. This means that no matter where you are in Australia, whether it be Sydney, Melbourne, Brisbane, or Perth, you can still receive top-notch advice from us while still enjoying the cost benefits of working with a local team.

In the past, coordinating meetings like this would have been challenging and required a lot of travel, but thanks to the internet, we can easily connect with people 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