Find Financial Adviser AUAdd your business
← Back to Toowoomba
Wealth Factory

Wealth Factory

5.0(7 reviews)See reviews ↓·Toowoomba

What customers say

Based on genuine customer reviews

Financial consulting and investment guidance form the core of what clients describe at this Toowoomba practice, where Rob is repeatedly named as the adviser behind the experience. Several reviewers explain that he breaks complex financial matters down into clear, step-by-step changes, making it straightforward to understand how to improve their finances. Clients note that he has looked after their superannuation for extended periods, in one case more than six years, which points to a reliable and consistent working relationship.

An observation shared by more than one reviewer is his honesty, with customers describing him as trustworthy and genuinely focused on their interests, including one who states he went further than expected and is the only person they trust with financial matters. His professionalism and competence are mentioned alongside a down-to-earth and friendly manner, and the advice itself is described as high quality and practical rather than technical.

Communication is another recurring strength, with the explanations offered during and after meetings making the process simple to follow for people without a financial background. The practice handles investment matters as well, and the willingness to provide detailed, ongoing support is the theme that reviews return to most frequently, with Rob named as the adviser clients keep coming back to.

Financial consultantInvestment service

Reviews

Reviews are taken from publicly available sources.

KL
kyle lowick12 September 2024

Great advice, broke every down and provided step by step changes and made it really easy to under how to change my finances

CH
Cam Horn25 February 2021

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

SM
Shane McAuliffe11 January 2021

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

SW
Steve Witney11 January 2021

5stars

GM
Grant Murray (TOYROTOR)11 January 2021

Rob helped me more then expected more then 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

KB
Kristy Baker11 January 2021

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

K
Kylie11 January 2021

Financial advisers & planners in Toowoomba compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Toowoomba are compared.

RankProviderRatingReviewsOpen Sat.
1Gallagher Toowoomba (formerly Fortress Financial Solutions)★ 5,028No
2Serenity Financial Planning★ 5,014No
3CommonCents Financial Planning★ 5,014No
4Aged Care Financial Advisers★ 5,012No
5Wealth Factory (this page)★ 5,07No
Contact
+61746595222wealthfactory.com.au123 Margaret St, Toowoomba City QLD 4350
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–19:00
Friday08:30–17:00
SaturdayClosed
SundayClosed