Financial Adviser
Toowoomba

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

Toowoomba, a vibrant community where financial success and a high quality of life go hand in hand.

At Wealth Factory, we understand the unique financial needs and aspirations of the people living in this beautiful city. As the leading financial advisor and planner in Toowoomba, we are dedicated to helping individuals and families achieve their financial goals through tailored advice and comprehensive financial plans.

Let’s delve into the financial landscape of Toowoomba and explore how Wealth Factory can empower you on your journey towards financial success.

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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 Toowoomba

Toowoomba boasts a diverse economy, with a strong presence in sectors such as agriculture, education, healthcare, manufacturing, and retail. This economic diversity has contributed to a stable financial environment for its residents. However, navigating the complexities of personal finance and making the right investment decisions can still be challenging without professional guidance.

Toowoomba is a thriving regional center with a population of over 120,000 residents. The community is a mix of young families, established professionals, and retirees. Our team at Wealth Factory recognises that each stage of life comes with its unique financial priorities and challenges. Whether you’re planning for retirement, saving for your child’s education, or looking to build wealth, our tailored financial advice caters to your specific needs.

See why we're the top choice.

We are dedicated to offering personalised financial support and assistance to the residents of Toowoomba at Wealth Factory. Our priority is always our clients and their needs.

We will collaborate with you to develop a personalised financial plan that aligns with your lifestyle and will continuously support you in achieving your objectives.

If you want to build a financial cushion, plan for the future, or simply manage your money more effectively, Wealth Factory can assist you. Don’t wait any longer – reach out to us now and let us demonstrate how we can support you in creating a more prosperous future.

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

A dedicated advisor who is easy to reach and always ready to help you achieve your financial goals.
Clear guidance on managing your finances at every stage of your life.
Expert advice on managing debts, loans, insurance, investments, and retirement.
A personalised financial plan that we will help you create.
Regular updates and reports on your financial plan to keep you on track.
Online access to information about your investments.
Guidance on adjusting your investment portfolios and financial strategy as needed.
Evaluations of factors such as market conditions to help you stay proactive with your finances.

To make financial planning less intimidating, we strive to offer top-quality service, thorough attention to detail, and expert knowledge to our clients.

At Wealth Factory, we are committed to providing customised financial planning services to all of our clients. We take the time to understand the individual goals and needs of each person we work with, and we strive to ensure that our clients feel confident and satisfied with their financial plan. By working closely with our clients on a one-on-one basis, we can create a plan that is tailored specifically to their needs and goals.

We at Wealth Factory have more than a decade of expertise in the field, which allows us to provide you with the necessary resources to accomplish your financial objectives. Instead of choosing a generic option, let us design a personalised plan specifically for you to reach your aspirations.

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Get answers: Request a FREE call

Financial planning is an important aspect of managing your finances. At Wealth Factory, we understand the importance of having a trusted advisor on your side. That’s why we offer free initial consultations to allow you to get to know us and for us to understand your financial goals.

We want to make sure you have all the information you need to decide if working with us is the right choice for you. We’ll be happy to answer any questions you have and offer general advice. If we don’t think we can effectively meet your financial needs, we’ll be honest with you and suggest alternative options. Don’t hesitate to schedule a free meeting with us to discuss your financial future and how we can help you take control.

During the first meeting with your financial advisor, called a Discovery Call, they will:

Gather information about you, your career and business, and your goals.
Discuss what services and advice you are seeking.
Provide details about our company, fee structures, and scope of advice.
Identify and discuss any potential advisory areas or issues.

I will only invite you to become a client of Wealth Factory if I believe we can provide value and have a positive relationship. Once invited, you will need to sign a term of engagement agreement before we schedule a tentative pre-production meeting.

If you are concerned about financial security, we are here to help make it easy and stress-free. By booking a FREE Discovery Call with us, we can work together to develop a plan that fits your family’s needs and helps you achieve financial stability. Don’t hesitate – reach out to us now to get started!

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Financial Adviser Toowoomba

Australia Wide Online Meetings

We understand that due to the ongoing COVID-19 pandemic, not everyone may be comfortable with in-person meetings at our Toowoomba office.

That’s why we offer virtual meetings using Google Meet, FaceTime, or a telephone, which are available to clients throughout Australia. We can also provide documents for electronic signing to make the process as convenient as possible.

No matter where you are located – whether it be Sydney, Melbourne, Brisbane, or Perth – you can access our expert advice without the need for travel and without compromising on quality. Additionally, we 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