Financial Adviser
Wollongong

Our primary focus is on our clients and we offer tailored financial services and attention to the people living in Wollongong.

Wollongong, a vibrant coastal city where financial dreams come to life. In the heart of this dynamic community, Wealth Factory stands as your trusted partner in achieving financial success.

With our expertise in financial planning and advisory services, we are committed to helping the residents of Wollongong navigate their financial journeys with confidence and build a prosperous future.

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

Financial Planning

Investment Planning

Estate Planning

Cash Flow Management

Retirement Planning

Life Insurance Advice

SMSF Advice

Aged Care

Financial Landscape of Wollongong

Wollongong is a bustling city with a population of over 307,000 residents, encompassing a wide range of demographics. From young professionals embarking on their careers to families seeking stability and retirees planning their golden years, Wollongong’s community boasts a unique personality driven by determination, ambition, and a desire for financial security.

According to recent data, the median household income in Wollongong is $1,682 or 87,464 annually, indicating a strong economic foundation. However, with the rising cost of living and financial uncertainties, it is crucial to have a solid financial plan in place to make the most of your earnings and achieve your long-term goals.

What makes us the best choice?

We at Wealth Factory are dedicated to delivering individualised financial assistance and support to the residents of Wollongong. Our priority is always our clients and ensuring that their financial needs are met.

We will collaborate with you to design a personalised financial plan that aligns with your unique needs and lifestyle. Throughout the process, we will provide ongoing support and guidance to ensure that you are progressing towards your desired objectives.

If you want to plan for emergencies, invest for the long term, or simply improve your financial management skills, Wealth Factory is here to assist you. Don’t hesitate – contact us now and discover how we can assist 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 personal advisor who is easily accessible and always ready to assist you in achieving your financial goals.
Comprehensive financial planning and expert advice on various financial matters such as debts, loans, insurance, investment and retirement.
Opportunity to review and update your financial plan regularly.
Online access to your investment information.
Expert advice on how to adjust your investment portfolios and financial strategy to ensure that you are always prepared for the future.
Reviews of external and internal market conditions to help you proactively manage your finances.

We understand that financial planning can be overwhelming, so we strive to offer our clients top-notch service, thorough attention to detail, and expert knowledge to make the process as smooth as possible.

Wealth Factory is committed to providing tailored financial planning for all individuals. We prioritise individualised attention and ensure that each client is satisfied with their customised plan, which is designed to meet their specific objectives and requirements.

We possess a wealth of knowledge and experience in the industry, having been in it for over a decade. Trust us to guide you towards achieving your financial objectives with a personalissed plan that is created just for you. Don’t settle for a generic solution – let Wealth Factory craft a solution that is specific to your needs and goals.

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

Take advantage of our FREE consultation

In order to effectively plan for your financial future, it is crucial to have a reliable advisor by your side. At Wealth Factory, we understand this and offer complimentary initial consultations to allow you to become familiar with us and for us to understand your financial objectives.

We want to ensure that you have all the necessary information and support to make an informed decision about whether working with us is the best fit for you. If we don’t think we can adequately meet your financial needs, we will be honest with you and recommend a more suitable resource. In the meantime, please schedule a free consultation with us and let us assist you in taking charge of your financial future.

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

Gather information about you, your career and business, and your goals.
Use a tool called the 'magic wand' list to help identify specific goals and areas of focus.
Review the Wealth Factory Corporate Profile to give you an understanding of our company and what to expect from us.
Discuss and agree upon the fee structures, services, and scope of advice that will be provided.

I will only invite you to become a client of Wealth Factory if I think we can add value to your business and build a strong relationship. If you accept the invitation, you will need to sign a term of engagement agreement before we can schedule a pre-production meeting.

Don’t let financial insecurity stress you out. We can assist you in achieving financial security and peace of mind with ease. Simply schedule a complimentary discovery call with us to begin crafting a plan tailored to your family’s needs. Don’t hesitate – reach out to us now!

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

Financial Adviser Wollongong

Australia Wide Online Meetings

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

That is why we offer virtual meetings using Google Meet, FaceTime, or the phone for clients across Australia. We can even provide electronic documents for signing to make the process as seamless as possible. Regardless of whether you are in Sydney, Melbourne, Brisbane, or Perth, you can receive top-quality expert advice from us at an affordable price.

In the past, these types of meetings would have been challenging to arrange and would have required a lot of travel, but now thanks to the internet, we can easily connect via video call. 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