Wealth Factory

For years now, Rob has worked strategically with his clients in the provision of superannuation and retirement planning and enjoys the technical and complex areas of the financial advice landscape. What this means to you is that you can benefit from Rob’s skills and experience to ensure you have the best quality financial advice tailored to meet your specific needs and objectives both now and in the future.

Along with his education and accreditations, Rob also has a passion for helping his clients enjoy their best retirement possible, by personalising strategies and aligning their plans to meet their needs. He is also conscious of balancing cash flow, investment market movements, and overlaying complex government legislation and rules.

As a member of the Association of Independently Owned Financial Professionals, Rob is updated on industry and legal issues and is required to undertake continual accreditation, professional development, and training. He is also committed to meeting the strict professional standards of conduct as defined in the AIOFP Code of Ethics and Standards of Professional Practice.

Rob has also taken the Banking & Finance Oath, with this commitment affirming that he respects the position of trust that society affords to him and supports the vision of a banking and finance industry that meets the community’s needs and has its full confidence, thereby fulfilling its integral role in society.

Wealth Factory possesses the necessary experienced personnel and technology to provide you with quality financial advice, backup service, and ongoing review of all your Financial Planning needs. As well as your Financial Planner, you will also have support from a Client Administration Manager who assists with all administrative queries and changes along the way.

We utilise Midwinter’s AdviceOS Technology, the latest in hi-tech Financial Planning software available. This enables Wealth Factory to provide our clients with an overall financial planning capability from the most basic plan through to complex strategies including Centrelink & Social Security planning, Taxation calculations, complex Investment & Diversification planning, DIY Superannuation Investment strategies, Redundancy & Retirement advice to cover your ‘overall’ financial situation.