Financial Adviser
Tamworth

Our focus is on our clients, and we offer personalised financial services and support to the people of Tamworth.

Tamworth, a vibrant city known for its rich history, friendly community, and stunning landscapes. As residents of this remarkable place, we understand that financial well-being plays a pivotal role in achieving a fulfilling and prosperous life.

At Wealth Factory, we are committed to helping the people of Tamworth take control of their financial future and make their dreams a reality.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Tamworth's Financial Landscape

Tamworth boasts a diverse and dynamic population, with a unique personality that sets it apart. From hardworking farmers to thriving small business owners, the community of Tamworth represents a wide range of financial backgrounds and aspirations. However, regardless of where you currently stand on your financial journey, Wealth Factory is here to provide personalised guidance and support tailored to your specific needs.

Discover why we're the right fit.

At Wealth Factory, we prioritise the financial well-being of our clients in Tamworth by offering personalised financial services and support. Our focus is always on meeting the needs and concerns of our clients.

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

If you want to save money for emergencies, invest for the long term, 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 decide to hire us as your financial planner, you will receive a range of benefits, including:

A dedicated personal advisor who is always available to assist you in reaching your financial objectives.
A clear understanding of your financial situation at every stage of your life.
Expert guidance on debts, loans, insurance, investments, and retirement.
A personalised financial plan that we will help you create from the ground up; regular updates and reports on your financial plan to keep you on track.
Online access to information about your investments.
Ongoing expert advice on how to adjust your investment portfolios and financial strategy.
Reviews of factors such as internal and external market conditions to help you stay proactive about your finances.

Financial planning can be overwhelming, which is why we are dedicated to providing top-notch service, paying close attention to details, and using our expertise to assist our clients.

Wealth Factory is committed to providing every individual with a customised and thorough financial plan. We take the time to understand our clients’ unique goals and needs, and work closely with them to ensure their financial plan is tailored to their specific circumstances and that they feel confident in it.

With over 10 years of experience in the industry, we have the knowledge and experience to help you reach your financial goals. So don’t settle for an “off-the-shelf” solution – come to Wealth Factory for a custom-tailored plan that will help you achieve your dreams.

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Free consultation with an expert: Sign up now!

When it comes to financial planning, it’s important to have someone you can trust in your corner. That’s why at Wealth Factory, we offer free initial consultations so that you can get to know us and we can learn about your financial goals.

We’ll provide you with some general advice and answer any questions you have, so that you can make an informed decision about whether or not working with us is right for you. And because we want what’s best for our clients, if we don’t think we’re a good fit, we’ll let you know and point you in the direction of someone who can better help you achieve your financial goals. So schedule a free meeting with us today and let us help you take control of your financial future.

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

Get to know you and your background, including your career/business, dreams, and goals.
Work with you to identify your goals and determine how we can help you achieve them.
Identify any advisory areas or issues that need to be addressed.
Provide an overview of Wealth Factory and how we operate.
Discuss and agree on our fee structures, services, and scope of advice to be provided.

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

Financial security doesn’t have to be a source of stress. We can help you easily achieve it and feel at ease by scheduling a complimentary discovery call with us. Let’s create a plan that suits your family’s needs. Don’t hesitate, reach out to us now!

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Financial Adviser Tamworth

Australia Wide Online Meetings

Given that we are now in 2023 and have been living with COVID for a few years, we understand that some people may not feel comfortable meeting in person at our Toowoomba office.

That’s why we offer the option of virtual meetings using platforms such as Google Meet, FaceTime, or the phone. We can even provide electronic documents for signing to make the process more efficient. Regardless of whether you are located in Sydney, Melbourne, Brisbane, or Perth, you can still receive expert advice from us while enjoying the cost benefits of a local provider without sacrificing quality.

In the past, meetings like these would have required significant travel, but thanks to the internet, we can now easily connect through video calls. We also offer evening 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