Helping Australians make their retirement dreams a reality
Expertise and Experience
We understand the complexities of retirement planning, including factors such as tax implications, market volatility, and changing economic conditions. Our extensive knowledge enables us to provide tailored advice that aligns with each client’s unique financial situation, goals, and risk tolerance. With our deep understanding of investment options, including shares, bonds, mutual funds, and pensions, we can guide our clients towards making informed decisions that optimise their retirement savings and help them achieve a financially secure future.
Convenient Online Financial Advice
By leveraging technology, we provide our clients with the convenience of accessing expert guidance from the comfort of their own homes. This means they can receive personalised retirement planning advice, discuss investment strategies, and review their financial goals at their own convenience, saving them time and eliminating the need for in-person meetings.
Holistic Approach
We believe in taking a holistic approach to retirement planning, considering not only financial aspects but also the broader lifestyle and personal goals of our clients. We understand that retirement is not just about having a certain amount of money saved; it’s about creating a fulfilling and enjoyable post-work life. By taking the time to truly understand our clients’ aspirations, hobbies, and desired lifestyle, we can develop comprehensive retirement plans that go beyond mere financial calculations.
About the Retirement Financial Adviser
Rob Laurie, a Retirement Financial Adviser with ASIC # 425270, has been providing expert financial advice since 2012. Recognizing the need for comprehensive assistance in the financial realm, he established his own business in 2014, known as RJL Financial Pty Ltd, trading as Wealth Factory (ABN 91 600 073 630). Both Rob Laurie and his company are authorized representatives of AFSL (229892).
With over a decade of experience in the financial services industry, Rob Laurie initially began his career in 2006 with a prominent insurance company, helping individuals safeguard what mattered most to them.
Choosing Rob Laurie as your Retirement Financial Adviser guarantees that you receive meticulous attention to detail and comprehensive support, enabling you to enjoy the best retirement possible.
What we do…
We are dedicated to helping individuals plan for a secure and prosperous retirement. Our team of experienced professionals provides comprehensive financial guidance tailored to each client’s unique goals and circumstances. We offer personalised retirement planning services, including investment strategies, asset allocation, and risk management strategies, all designed to maximise your retirement savings and minimise financial uncertainties.
With our expertise and a deep understanding of the ever-changing financial landscape, we empower our clients to make informed decisions, navigate market fluctuations, and achieve long-term financial success. Whether you are just starting to plan for retirement or seeking to optimise your existing retirement portfolio, we are here to guide you every step of the way. Trust us to be your reliable partner on your journey towards a fulfilling and worry-free retirement.
Secure Your Dream Retirement Today!
Explore personalised financial strategies, maximise your savings, and plan for a worry-free future. Schedule a consultation with our expert retirement financial adviser now and take the first step towards your golden years. Don’t wait, start building your nest egg today!
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