Financial Adviser
Sydney

We offer personalised financial services and support to the people of Sydney.

Sydney, a vibrant city renowned for its stunning landmarks, thriving economy, and diverse community. Amidst the bustling streets and harbor views, the financial landscape of Sydney’s residents is as unique as the city itself.

At Wealth Factory, we understand the financial needs and aspirations of the people in Sydney, and we are here to help you navigate your financial journey towards success.

This work is licence under a Creative Commons Attribution-Share Alike 3.0. It is attributed to BenAveling.

Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Sydney is home to a diverse population with varying income levels and financial goals. According to recent data, the median weekly household income in Sydney is AUD 2,077 or AUD 108,004 annually. The city’s economy is predominantly driven by industries such as finance, technology, tourism, and professional services, providing a fertile ground for financial growth.

Why trust us with your decision?

Wealth Factory is dedicated to offering tailored financial services and support to individuals in Sydney. Our top priority is always meeting the needs of our clients.

We will assist you in designing a financial plan that aligns with your unique needs and lifestyle, and will provide ongoing support to ensure you stay on track towards achieving your financial objectives.

If you want to save money for emergencies, plan for the future, or simply improve your financial management skills, Wealth Factory can assist you. Don’t hesitate, contact us now and we will demonstrate how we can assist you in creating a brighter future.

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

A dedicated personal advisor who is always available to assist you with achieving your financial goals.
Clarity on your finances at every stage of life.
Expert guidance on debts, loans, insurance, investments, and retirement.
A custom financial plan developed specifically for you.
Regular updates and reports on your financial plan.
Online access to information about your investments.
Expert advice on adjusting your investment portfolios and financial strategy.
Reviews of factors such as market conditions to help you proactively manage your finances.

We understand that financial planning can be overwhelming, which is why we strive to offer the best service, attention to detail, and expertise to our clients in order to make the process as smooth and stress-free as possible.

At Wealth Factory, we strive to provide every individual with a tailored financial plan that caters to their specific goals and needs. We work closely with our clients to ensure that their plan is comprehensive and meets their personal preferences. We prioritise our clients’ comfort and satisfaction in the financial planning process.

Come to Wealth Factory for a custom-tailored financial plan that will help you achieve your dreams. Our team has over 10 years of industry experience and can provide you with the knowledge and expertise needed to reach your financial goals. Don’t settle for an “off-the-shelf” solution, let us help you achieve success.

This work is licence under a Creative Commons Attribution-Share Alike 3.0. It is attributed to Bernard Gagnon.

Discover our approach: Book a Consultation

It is crucial to have a reliable advisor, in order to effectively plan your finances. At Wealth Factory, we understand this and offer complimentary initial consultations to establish trust and discuss your financial objectives.

We offer guidance and assistance to help you determine if working with us is the right choice for you. We prioritise the needs and goals of our clients, and if we believe we are not the best fit for you, we will let you know and direct you to a more suitable resource. Schedule a free consultation with us today to take control of your financial future.

During the Discovery Call, your financial advisor will:

Take the time to get to know you, your background, and your career/business goals.
Work with you to create goals using a "magic wand list".
Identify any areas that may need addressing.
Provide an overview of Wealth Factory and its services, including our fee structures and scope of advice.

Overall, the Discovery Call is an opportunity for us to learn about you and your needs, and for you to understand how we can help you achieve your financial goals.

I will only invite you to become a client of Wealth Factory if I feel that we can mutually benefit from a business relationship. If that is the case, you will need to sign a term of engagement agreement and we will schedule a pre-production meeting.

If you are concerned about financial security, know that it doesn’t have to be a complicated or stressful process. By booking a FREE Discovery Call with us, we can work together to create a plan that helps you and your family achieve financial stability and peace of mind. Don’t hesitate – contact us now to get started on your journey to financial security.

This work is licence under a Creative Commons Attribution-Share Alike 2.0. It is attributed to Michael Coghlan.

Financial Adviser Sydney

Australia Wide Online Meetings

We understand that in 2023, after several years of living with COVID, not everyone may feel comfortable meeting in person at our Toowoomba office.

That’s why we offer virtual meetings through Google Meet, FaceTime, or phone calls to 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 in the country, you can receive expert advice and affordable, high-quality services from us.

In the past, coordinating meetings like these would have required a lot of travel, but thanks to the internet, we can easily connect through video calls. We also offer late meetings up to 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