Services We Offer

Retirement Planning

Plan for a worry-free retirement with our comprehensive retirement planning services. We’ll work closely with you to create a strategy that aligns with your goals, taking into account factors such as your desired lifestyle, savings, and investments.

Investment Planning

Make your money work for you! Our investment planning service provides expert advice on optimising your investment portfolio to maximise returns while minimising risks. Whether you’re a seasoned investor or just starting, we’ll guide you towards informed investment decisions.

Life Insurance Financial Advice

Safeguard your loved ones’ financial future with the right life insurance coverage. We’ll help you navigate the complex world of life insurance, ensuring that you have the appropriate protection and peace of mind.

SMSF Financial Advice

If you have a self-managed superannuation fund (SMSF), our specialised advice will assist you in managing and growing your retirement savings effectively. We’ll help you understand the legal and financial obligations while maximising the benefits of your SMSF.

Aged Care Financial Advice

Transitioning to aged care can be a challenging process, both emotionally and financially. Our knowledgeable advisors will guide you through the financial aspects of aged care, helping you make informed decisions to support your quality of life and financial well-being.

Online Financial Adviser

Why Choose Online Financial Advice

Flexibility

Enjoy the freedom to connect with your financial adviser from anywhere, at any time, eliminating the need for in-person meetings and saving you valuable time.

Convenience

Say goodbye to scheduling conflicts and lengthy commutes. With online financial advice, you can access professional guidance from the comfort of your own home or office.

Efficiency

Our streamlined digital platform ensures quick and efficient communication, document sharing, and real-time updates, allowing you to make informed decisions promptly.

Security

Rest assured that your personal and financial information is protected with state-of-the-art security measures, ensuring confidentiality and peace of mind.

Meet Your Financial Adviser

Rob Laurie Financial Adviser and Owner.

Rob Laurie is a financial adviser (ASIC # 425270) and a representative of RJL Financial Pty Ltd, trading as Wealth Factory (ABN 91 600 073 630). Both Rob Laurie and Wealth Factory are authorized representatives of AFSL (229892).

Rob Laurie is a highly skilled financial adviser with a passion for empowering his clients to achieve financial success. With over a decade of experience in the industry, Rob has honed his expertise in providing comprehensive financial advice tailored to individual needs. His commitment to ongoing professional development ensures he remains at the forefront of industry trends and regulatory requirements.

Worried about your retirement? You’re not alone.

Millions of people are in the same boat. A lot of people are worried about their future, and for good reason. That’s where Wealth Factory comes in—we’re experts in retirement planning and we’ll work with you to make the most of your golden years by creating a plan that fits your unique needs and goals.

What Our Clients Say

Rob’s been helping me over a year now. He is always totally honest and looking after my best intrestests.

Rob has been looking after my super for the past 6+ years and has always provided exceptional quality service, can highly recommend 👍

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.

Rob’s professionalism and competency, matched with down-to-earth friendly advice sets him apart from others. Highly recommend this service.

Your financial journey starts here!

Embark on your financial journey with Rob Laurie today. Contact us to schedule your FREE Discovery Call and discover the possibilities that online financial advice can bring to your financial future.