Free Life Insurance Review
from Toowoomba’s Trusted Experts
Get Personalised Wealth Protection Advice:
Over 10 Years Protecting Local Families.
This is personal financial advice tailored specifically to your unique situation, not the general advice you might receive from an insurance broker or the direct sales referrals often provided by mortgage brokers. Our approach is centered around understanding your individual needs, goals, and financial circumstances to deliver advice that’s truly in your best interest. Unlike others who may focus on selling products, our priority is to ensure you receive thoughtful, personalized guidance that helps you make informed decisions for your financial future. We take the time to get to know you, so the advice you receive is not just a one-size-fits-all solution, but a strategy designed with your specific objectives in mind.
Your information is secure with us — no spam, no selling your details
In today’s market, you’ve probably seen countless ads offering free insurance or super reviews, but what many people don’t realize is that a significant number of these offers are nothing more than lead-generating schemes. The unfortunate reality is that these leads are often sold to financial advisers who might be underqualified, inexperienced, or simply desperate to justify the high costs of buying leads—many of which come with false promises. This often leads to aggressive sales tactics, where advisers operate in high-pressure environments, akin to boiler rooms, pushing products with little regard for what’s truly in your best interest.
The result? Usually, no good comes from these so-called “free” reviews.
We want to change that.
Normally, we charge up to $1500 for comprehensive risk advice, but for the remainder of 2024, we’re trying something different. We’ve invested in additional back-office staff and refined our processes, allowing us to offer the same high-quality advice at no upfront cost*. We know the cost of living is tough at the moment, perhaps through this offer we can help.
Our hope is that by delivering real value now, you’ll trust us with your retirement planning or SMSF advice down the line. We’re committed to making a genuine difference, and we’re here to prove that not all “free reviews” are created equal.
Tailored Risk Advice from Toowoomba Expert
We understand that every family’s financial situation is unique. Our expert advisers, who live and work right here in Toowoomba, take the time to understand your specific needs and tailor risk management strategies that fit your life. We’re not just offering generic advice—we’re providing personalised solutions that reflect your goals and circumstances.
Over 10 Years of Protecting Toowoomba Families
With more than a decade of experience serving the Toowoomba community, we have a proven track record of helping local families secure their financial futures. Our long-standing presence in the area means we’re familiar with the unique challenges and opportunities you face, and we’re here to stay.
No Lead Selling—Your Information Stays Private
We respect your privacy. Unlike some other companies, we don’t sell your information to third parties. When you work with us, you can be confident that your personal and financial details are kept confidential. We’re here to help you, not to profit from your data.
Free Review Meeting with No Obligations
We believe in the value of our advice, which is why we offer a no-obligation, free risk review. This is your opportunity to see how we can help without any pressure or commitment. Whether you decide to move forward with us or not, you’ll walk away with valuable insights into your financial situation.
Transparent and Honest Communication
We pride ourselves on being open and straightforward. We’ll explain everything in clear, understandable terms, so you’re always fully informed about your options and the steps we’re taking together. No jargon, no hidden fees—just honest advice you can trust.
Proactive Approach to Risk Management
We don’t just react to problems; we help you anticipate and prepare for them. Our proactive approach ensures that your financial strategy is always ahead of the curve, protecting you from unforeseen risks before they become issues.
What clients say...
About the Financial Adviser - Rob Laurie
Rob Laurie, the principal adviser at Wealth Factory, brings over a decade of experience and a Master of Financial Planning qualification to provide clients with expertly tailored risk insurance and wealth protection advice. At Wealth Factory, we understand that protecting your wealth and ensuring financial security for your family is just as important as planning for retirement. That’s why we specialize in offering personalized strategies that not only help you build and grow your wealth but also protect it from unforeseen risks. With a commitment to ethical standards and the use of cutting-edge financial planning technology, Rob and his team deliver comprehensive, ongoing support to ensure that your financial future is secure, no matter what life throws your way. Whether you need advice on risk insurance, wealth protection, or retirement planning, Wealth Factory is dedicated to helping you achieve your financial goals with confidence and peace of mind.
Schedule your wealth protection review
DISCLAIMER:
We choose who we work with based on where we believe we can add genuine value. It’s important to us that our relationship with you is mutually beneficial. We don’t charge an upfront fee for our initial advice; instead, like a mortgage broker, we are remunerated by commissions from a panel of product providers. We strictly adhere to a code of ethics, ensuring that any commissions received do not influence the impartiality of our advice. Our commitment to you is that personal advice will always put your interests first, with full transparency about any potential conflicts of interest.
The free review we offer involves an initial consultation and assessment at no cost to you. Should you choose to proceed with our advice process and recommendations, our remuneration will be clearly outlined and agreed upon.
Please read our Financial Services Guide linked in footer below for more information around privacy poicy and how we are paid and the relationship with our Licencee Lifespan Financial Planning Ltd.
What more clients say...
