Comprehensive Online Financial Planning Services

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Employees holding wooden cogs.Our Services
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Retirement Planning

We help clients set clear financial goals for their retirement, such as the desired income level or specific retirement age. By establishing these goals, clients can work towards them with a sense of purpose and direction.

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Investment Planning

We help clients align their investment strategy with their financial goals. It aims to optimise investment returns while considering the client’s risk tolerance, time horizon, and liquidity needs.

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Life Insurance Advice

We help clients navigate the insurance market and find cost-effective policies that provide adequate coverage. Advisors can compare different insurance providers, their terms and conditions, and premiums, ensuring that clients get the best value for their money.

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Aged Care Financial Advice

We help clients understand the costs and financial implications associated with aged care. We can explain the fees, charges, and government subsidies related to residential aged care or in-home care, ensuring clients have a clear understanding of their financial commitments.

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SMSF Financial Advice

We help clients navigate the complex investment landscape and identify suitable investment options within their self-managed fund. Advisors can provide insights on diversification, asset allocation, and investment opportunities to optimize returns while managing risk.

Financial Advisers and Planners

Don’t let your financial dreams stay out of reach – let us help you turn them into a reality today!

Book Your FREE Discovery Call

What We Do

We are a trusted financial planning company that offers free initial consultations to help clients make informed decisions about their financial future. If we believe we’re not the best fit for a client, we’ll provide a referral to someone better suited to meet their goals.

Why Choose Us

We are dedicated to providing our clients with the highest level of financial service and care. Our team is client-focused, ensuring that each individual’s financial needs and goals are met with tailored solutions. Our goal is to help you grow your wealth, protect your family, and plan for a secure future.

How We Help

We are a community that helps you take control of your finances, no matter what stage of life you’re in. As a member, you’ll have a personal advisor who’s easy to reach and always ready to help. With our support, you’ll gain financial clarity and personalised guidance to achieve your goals.

6 Step Financial Advice Process

  • Introductory Meeting

    In this step, we can help form goals through our magic wand list and learn what you would like us to do for you, identify any advisory areas or issues that could be addressed, run through the Wealth Factory Corporate Profile to learn who we are, how we operate, and what to expect from us, explain and agree to our fee structures, services, and scope of advice to be provided, and agree to sign a term of engagement agreement (or part ways as friends).

  • Pre-Production Meeting

    In this step, we will complete an information gathering exercise (fact finder), discuss any specific issues or ideas you would like us to consider, examine the budget planner, determine your investor’s ‘risk profile’, identify the immediate ways we can help (quick wins), discuss broad options and possible strategies, agree on broad strategy options, clarify any final details, and make a tentative booking for the ‘Wealth Plan Presentation’ meeting.

  • Wealth Plan Production

    In this step, we will send away the authorities to product providers to obtain up-to-date information, complete research and analysis of potential strategies, comprehensive product research and comparisons, finalise recommendations, document advice in a “Statement of Advice”, and obtain licensee approval on recommendations and advice.

  • Wealth Plan Presentation

    In this step, we will get clear on any changes or anything you need to know, make strategy recommendations (explain and educate), focus on how strategy will achieve desired outcomes, determine the outcomes (benefits and drawbacks), clarify any details or questions, give authority to proceed (or make any slight adjustments), completing required paperwork or filling out forms, and identify any follow-up requirements.

  • Wealth Plan Implementation

    In this step, we will clarify any details or questions, give authority to proceed (or make any slight adjustments), complete required paperwork or fill out forms, and identify any follow-up requirements.

  • Wealth Plan Maintenance and Review

    In this step, we will go through and update your situation from the last time we saw each other (pre-review ‘fact find’), detailed “Discussion of Investment Holdings” & market overview, identify the immediate ways we can help (quick wins!), and agree on broad strategy options.

What people who have worked with us have to say

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