Financial Adviser
Shepparton

We prioritise our clients and strive to offer a personalised financial service experience to the people of Shepparton.

Shepparton, where vibrant communities and thriving individuals form the heart of this beautiful Australian city.

At Wealth Factory, we understand that financial well-being is a crucial aspect of leading a fulfilling life. Our mission is to empower the residents of Shepparton to achieve their financial goals, build a secure future, and embrace a life of abundance.

With our expert financial advice and personalised planning, we strive to be the trusted partner you need on your journey to financial success.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Shepparton's Financial Landscape

Shepparton, located in the picturesque Goulburn Valley, is a diverse and dynamic city with a unique blend of rural charm and urban opportunities. As the sixth largest city in Victoria by population, Shepparton is home to a growing population of approximately 68,873 people. Understanding the financial status and aspirations of the community is crucial to tailoring effective financial advice and plans.

The population of Shepparton represents a diverse range of age groups and socioeconomic backgrounds, creating a vibrant community tapestry. The city boasts a mix of families, young professionals, and retirees, each with their distinct financial goals and needs.

Our commitment to you

At Wealth Factory, our priority is to offer tailored financial assistance and support to the residents of Shepparton. Our client-centered approach means that we prioritise your needs above all else.

We will collaborate with you to develop a personalised financial plan that aligns with your lifestyle and support you throughout the process to ensure that you are making progress towards achieving your objectives.

If you want to save money for emergencies, plan for the future, or simply improve your financial situation, Wealth Factory can assist you. Don’t hesitate any longer! Contact us now and we’ll demonstrate how we can help you create a brighter future.

If you decide to hire us as your financial planner, you will receive the following benefits:

Personalised assistance from a dedicated advisor who is always available to assist you with achieving your financial objectives.
A clear understanding of your financial situation at every stage of your life to help you stay on track.
Expert guidance on managing debts, obtaining loans, securing insurance, investing, and planning for retirement.
A customized financial plan that we will work with you to create from the ground up.
Regular updates and reports on your financial plan to keep you focused.
Online access to information about your investments to give you control.
Ongoing expert advice on adjusting your investment portfolios and financial strategy as needed.
Reviews of market conditions and other factors that could impact your financial decisions.

To help alleviate the stress of financial planning, we strive to offer top-notch service, thorough attention to detail, and expert knowledge to our clients.

At Wealth Factory, we believe that every individual should have a tailored financial plan that meets their specific goals and needs. Our team works closely with our clients to ensure that they understand and feel confident in their financial plan.

At Wealth Factory, we have been working in the industry for over a decade and have the expertise to guide you towards your financial aspirations. Instead of settling for a generic solution, let us create a personalised plan that will allow you to achieve your goals.

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Speak with an expert: Book a Discovery Call

At Wealth Factory, we understand the importance of having a trusted financial planner to help you reach your goals. That is why we offer free initial consultations to allow you the opportunity to get to know us and for us to understand your financial objectives.

We want to give you all the information you need to make a well-informed decision about partnering with us. If you have any questions, we’ll be happy to answer them. If we feel that we aren’t the best fit for you, we’ll let you know and suggest someone who can better meet your financial needs. Schedule a free consultation with us now and let us help you take charge of your financial future.

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

Gather information about your background, career, business, and goals.
Work with you to create specific goals.
Identify any advisory areas that need to be addressed.
Provide an overview of the Wealth Factory Corporate Profile.
Discuss the fee structures, services, and scope of advice that will be provided.

I will only invite you to become a client of Wealth Factory if I believe we can provide value and establish a positive relationship. After accepting the invitation, you will be required to sign a term of engagement agreement and we will tentatively schedule a pre-production meeting.

Don’t worry about financial security anymore. With our assistance, you can easily attain financial stability and peace of mind. Simply schedule a free discovery call with us and we will begin developing a plan that suits your household’s needs. Don’t delay – reach out to us now!

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Financial Adviser Shepparton

Australia Wide Online Meetings

Given that it is now 2023 and we have been living with COVID for a few years, we understand that some people may not want to meet in person at our Toowoomba office.

That is why we offer virtual meetings using Google Meet, FaceTime, or the phone for individuals across Australia. We can even provide electronic documents for signing to make the process as efficient as possible. This means that no matter where you are located, whether it be in Sydney, Melbourne, Brisbane, or Perth, you can still receive expert advice from us at an affordable price without sacrificing quality.

In the past, meetings like these would have required a lot of travel and coordination, but now thanks to the internet, we can easily connect through a video call. We also offer late meetings until 9pm AEST for those with 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