Financial Adviser
Sunshine Coast

We prioritise our clients and strive to offer personalised financial services and support to the people of Sunshine Coast.

Welcome to the sunny and vibrant Sunshine Coast, Australia, where dreams come to life and communities thrive.

As a trusted financial advisor and planner, Wealth Factory is here to help you unlock your financial potential and pave the way towards a prosperous future. Our deep understanding of the unique personality and financial landscape of Sunshine Coast residents positions us as an authority in providing tailored financial advice and plans.

Let us guide you on your journey to financial success and stability.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Demographic Snapshot of Sunshine Coast

The Sunshine Coast is home to a diverse and dynamic community, encompassing individuals, families, and businesses from all walks of life. With a population of over 356,059 people, this coastal paradise boasts a median weekly household income of AUD 1,574, or 81,848 annually well above the national average. The community’s strong work ethic, entrepreneurial spirit, and commitment to a balanced lifestyle contribute to its remarkable financial well-being.

What benefits do we offer?

At Wealth Factory, our main priority is to offer personalised financial services and support to the residents of Sunshine Coast. Our approach is centered on the client, which means that we always prioritise your needs above all else.

We are committed to helping you tailor a financial plan that fits your individual needs and lifestyle, and we will provide ongoing support to ensure you stay on track towards achieving your goals.

If you want to have financial stability, increase your wealth, or simply have better control over your money, Wealth Factory can assist you. Don’t hesitate any longer, reach out to us now and we will demonstrate how we can assist you in creating a brighter future.

If you choose to work with us as your financial planner, you will receive numerous benefits, including:

A personal advisor who is easily accessible and always ready to assist you in achieving your financial objectives.
Financial clarity for every stage of your life so you can stay on track with your personal finances.
Expert guidance on debts, loans, insurance, investment, and retirement to help you make informed decisions for your needs.
A custom financial plan developed specifically for you to help you stay on track with your financial goals.
Regular updates and reports on your financial plan to help you stay focused on what matters.
Online access to information about your investments to allow you to stay in control.
Expert advice on adjusting your investment portfolios and financial strategy over time to ensure you are prepared for the future.
Reviews of factors such as internal and external market conditions to help you be proactive with your finances.

We understand that financial planning can be overwhelming, so we strive to offer the highest quality service, attention to detail, and expertise to our clients. Our goal is to make the financial planning process as smooth and stress-free as possible.

We believe that everyone should have a tailored financial plan that addresses their individual goals and needs. At Wealth Factory, we provide personalised service to ensure that our clients fully understand and are satisfied with their plan. We work closely with each of our clients to create a plan that fits their specific needs.

Our team at Wealth Factory has over a decade of expertise in the field, allowing us to provide you with the necessary knowledge and experience to reach your financial objectives. Don’t settle for a generic solution – come to us for a personalised plan that will help you achieve your aspirations.

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Let's explore your needs: Schedule a FREE call

At Wealth Factory, we understand the importance of having a trustworthy financial planner. That is why we offer FREE Discovery Call to allow you to get to know us and for us to understand your financial objectives.

To ensure you have all the information needed to determine if working with us is the right choice for you, we will offer general guidance and answer any questions you may have. Our priority is the success and satisfaction of our clients, so if we believe there is someone else who can better assist you in reaching your financial goals, we will let you know and refer you to them. Schedule a free consultation with us now and allow us to assist you in taking charge of your financial future.

During the first meeting with Rob Laurie, known as the Discovery Call, he will:

Ask about your background, career, aspirations, and objectives.
Work with you to establish specific goals through a "magic wand list".
Assess any advisory concerns that need to be addressed.
Provide information about Wealth Factory, including the company profile, fees, services offered, and the scope of advice he will provide.

I will only invite you to become a client of Wealth Factory if I feel that we can both contribute value and establish a positive relationship. Upon acceptance of this invitation, you will need to sign a term of engagement agreement and we will tentatively schedule a pre-production meeting.

Financial security is something that many people desire, but it doesn’t have to be a daunting or complex process. By scheduling a free discovery call with us, we can assist you in achieving financial security and peace of mind. We will work with you to develop a plan that is tailored to your family’s needs. Don’t delay – reach out to us today!

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Financial Adviser Sunshine Coast

Australia Wide Online Meetings

We understand that with the ongoing COVID-19 pandemic and being in the year 2023, some people may not be comfortable with meeting in person at our Toowoomba office.

That is why we offer virtual meetings using platforms such as Google Meet, FaceTime, or the telephone for clients Australia-wide. We also provide the option for electronic document signing to make the process as 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 expert advice at an affordable price without compromising on quality.

In the past, coordinating meetings and traveling long distances may have been a challenge, but thanks to the internet, we can now 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