Financial Adviser
Warragul

We prioritise the needs of our clients and offer personalised financial services and support to the community of Warragul.

Warragul, a vibrant and thriving community nestled in the heart of Victoria, Australia.

As a leading financial adviser and planner, Wealth Factory understands the unique financial needs and aspirations of the residents in this beautiful town. Our mission is to help individuals and families in Warragul navigate the complex world of finance, achieve their goals, and secure a prosperous future.

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Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Financial Landscape in Warragul

Warragul is a diverse community with a mix of professionals, small business owners, and families who value financial stability and growth. By delving into the local financial landscape, we can identify key aspects that influence the financial status of the people living here.

Warragul boasts a population of over 20,449 people, encompassing a wide range of age groups and backgrounds. The majority of residents are employed in industries such as healthcare, education, retail, and manufacturing, contributing to a strong local economy.

The median weekly household income in Warragul is $1,563 or 81,276 annually, which reflects the town’s economic vitality. However, it’s essential to note that financial circumstances vary widely among residents, with some facing challenges such as debt management, retirement planning, and saving for significant life events.

What advantages do we have?

At Wealth Factory, our goal is to offer tailored financial assistance and support to the residents of Warragul. Our priority is always the satisfaction and well-being of our clients.

We will collaborate with you to design a personalised financial plan that aligns with your individual needs and preferences, and we will provide ongoing support to ensure you are progressing towards your objectives.

If you want to save money, plan for the future, or simply improve your financial management, Wealth Factory is here to assist you. Don’t hesitate any longer! Contact us now to learn how we can assist you in building a brighter future.

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

Access to a personal advisor who is readily available to assist you with your financial goals.
Clarity on your financial situation at every stage of life.
Expert advice on various financial matters such as debts, loans, insurance, investments, and retirement.
A customized financial plan developed specifically for you
Regular updates and reporting on your financial progress.
Online access to information about your investments.
Guidance on adjusting your investment portfolio and financial strategy.
Reviews of external and internal market conditions to proactively manage your finances.

We understand that financial planning can be overwhelming, so we strive to offer the highest level of service, attention to detail, and expertise to our clients.

Wealth Factory is dedicated to providing personalised financial plans for everyone. We work closely with each client to ensure that their plan is tailored to their individual goals and needs, and that they feel confident in their plan.

At Wealth Factory, we have the expertise and skills accumulated from over a decade in the industry to guide you towards achieving your financial objectives. Instead of settling for a generic solution, trust us to provide a personalised plan specifically designed to help you realise your aspirations.

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Get started with a FREE Discovery Call

In order to successfully plan your finances, it is essential to have a trusted advisor. At Wealth Factory, we offer complimentary initial consultations to allow you to become familiar with our team and for us to understand your financial objectives.

We are here to offer guidance and answer any questions you may have so that you can make an informed decision about whether or not our services are suitable for your needs. Our goal is to ensure that our clients are successful, so if we do not believe we are the best fit for you, we will let you know and refer you to someone who can better assist you in achieving your financial objectives. Schedule a free meeting with us today and let us help you take control of your financial future.

During the initial consultation, called a Discovery Call, your financial advisor will:

Gather information about you, your career/business, and your goals.
Use the magic wand list to help form specific goals and determine what services you would like from them.
Identify any advisory areas or issues that need to be addressed.
Provide an overview of the Wealth Factory Corporate Profile, including the fee structures, services, and scope of advice offered.

I will only invite you to become a client of Wealth Factory if I believe we can provide value and establish a professional relationship. If you accept the invitation, you must agree to sign a term of engagement agreement and we will schedule a pre-production meeting.

If you’re concerned about your financial stability, let us assist you in finding peace of mind. It’s not hard to achieve financial security, and with our guidance, you can easily create a plan that fits your family’s needs. Schedule a FREE Discovery Call with us today and take the first step towards securing your financial future. Don’t delay – reach out to us now!

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Financial Adviser Warragul

Australia Wide Online Meetings

We understand that after living with COVID for a few years, not everyone may want to meet in person at our Toowoomba office.

That’s why we offer virtual meetings through Google Meet, FaceTime, or phone calls for people throughout Australia. We also provide the option for electronic document signing to make the process more convenient.

This allows us to provide expert advice to clients in Sydney, Melbourne, Brisbane, or Perth without the need for in-person meetings or costly travel. Thanks to the internet, we can easily connect through video calls, and we even 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