Financial Adviser
Wagga Wagga

We strive to offer a personalised level of financial service and support to the people of Wagga Wagga.

Wagga Wagga, a vibrant community nestled in the heart of Australia. While the city is renowned for its rich cultural heritage and picturesque landscapes, it’s important not to overlook the financial well-being of its residents.

At Wealth Factory, we understand the unique financial needs and aspirations of Wagga Wagga’s residents, and we are here to help you achieve financial prosperity. As a trusted financial adviser and planner, we have the expertise and knowledge to guide you towards a secure and prosperous future.

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

Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Financial Landscape of Wagga Wagga

To truly comprehend the financial climate in Wagga Wagga, it’s essential to consider some key demographic and economic factors. With a population of over 68,000 residents, the city thrives on a diverse economy driven by industries such as agriculture, education, healthcare, and retail.

While the local economy offers ample opportunities, it is crucial for individuals and families to navigate the complexities of personal finance effectively. Whether you’re a young professional seeking to invest wisely, a family planning for your children’s education, or a retiree aiming to preserve and grow your wealth, the guidance of a financial adviser becomes invaluable.

Find out what sets us apart.

At Wealth Factory, our top priority is delivering personalised financial services and support to the residents of Adelaide. Our client-centered approach means that we always prioritise your needs above all else.

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

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

If you hire us as your financial planner, you will have access to the following benefits:

A personal advisor who is always available to help you reach your financial goals
Financial guidance for every stage of your life, so you can stay on track with your personal finances
Expert advice on debts, loans, insurance, investments, and retirement, so you can make informed decisions based on your needs
A customized financial plan developed specifically for you, to help you stay on track with your financial goals
Regular updates and reporting to keep you informed and focused on your financial plan
Online access to information about your investments, allowing you to stay in control
Expert guidance on adjusting your investment portfolio and financial strategy as needed over time
Reviews of market conditions and other factors that may affect your finances, so you can be proactive in managing 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.

We are firm believers in the idea that every individual deserves a financial plan that is customised and thorough. At Wealth Factory, we take the time to work closely with each client, ensuring that they are comfortable and confident with their plan, which is tailored to their specific goals and requirements.

At Wealth Factory, we have been working in the industry for over a decade and have developed a strong understanding of how to help our clients reach their financial goals. Rather than opting for a generic, “off-the-shelf” solution, come to us for a personalised plan that is tailored specifically to your needs and aspirations.

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

Take the first step: Request a FREE consultation

At Wealth Factory, we understand the importance of having a trustworthy financial planner. To facilitate this, we offer free initial consultations to allow you to get to know us and for us to understand your financial goals.

We are here to give you some guidance and answer any questions you may have so you can decide if working with us is the right choice for you. We always want what is best for our clients, so if we do not feel that we can properly assist you, we will let you know and recommend another professional who can better help you reach your financial objectives. Please schedule a free consultation with us today and let us help you take charge of your financial future.

During your initial consultation with Rob Laurie, also known as a Discovery Call, he will:

Take the time to get to know you and your background, understand your career/business, dreams, and goals.
Work with you to form specific goals using our "magic wand list" and determine what services you would like us to provide.
Identify any advisory areas or issues that need to be addressed.
Provide an overview of Wealth Factory's corporate profile, including how we operate and what you can expect from us.
Explain and agree upon 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 that we can add value to your situation and establish a mutually beneficial relationship. If you accept the invitation, you will need to sign a term of engagement agreement before we schedule a pre-production meeting.

You don’t have to worry about financial security anymore. With our assistance, you can quickly achieve financial stability and peace of mind. All you have to do is schedule a complimentary discovery call with us and we can start developing a plan that fits your family’s needs. Don’t delay, reach out to us now!

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

Financial Adviser Wagga Wagga

Australia Wide Online Meetings

Given that it is now 2023 and we have been living with COVID for a few years, we understand that not everyone will feel comfortable meeting in person at our Toowoomba office.

That is why we offer the option of virtual meetings using Google Meet, FaceTime, or a telephone call for clients throughout Australia. We can even provide electronic documents for signing to make the process as convenient as possible. So no matter where you are located in Australia, whether it be Sydney, Melbourne, Brisbane, or Perth, we can still provide you with expert advice and affordable, high-quality service.

In the past, coordinating meetings like these would have been much more difficult and required a lot of travel. However, thanks to the internet, we can easily connect through a video call. Additionally, we 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