Rob Laurie

Wealth Factory

Silver
10 Yrs Experience
Toowoomba City, QLD 4350
Hi, I'm Rob Laurie and I specialise in working with business owners, tradies, and FIFO in growth mode, and people who are frustrated by where they are financially compared to where they expected to be at this stage of their lives. When I first meet my clients, the often feel frustrated that they are working hard to get ahead financially and making a decent income, but they still have tight cash flow (the money comes in and goes out too easily...).  They feel they are paying too much tax, have too much debt, and have no real plan for retirement (or even know what retirement might look like for them). I help them simplify complex financial issues which enables them to make smarter financial decisions that provide confidence around their future and how they will achieve what is important to them.  I also show them strategies to minimise tax, pay down debt faster, build wealth and retire on their own terms. Ultimately, I help them to develop structured wealth creation strategies (explained in plain English) that improve financial clarity, give them comfort around their money and keep them on track to have their retirement dreams delivered. If you would like to join them, get in contact and I can better explain what we do in a free introductory meeting.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees are discussed with clients and depend on complexity of advice and level of ongoing service.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 6
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Business (Computer Software Development)
  • Language spoken
    • English

Wealth Factory

300 Ruthven St
Toowoomba City, QLD 4350

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892

4.95
6 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Rob is one of the most down to earth, professional, and helpful Financial Planner in the industry. I can't speak highly enough of Rob's industry knowledge and commitment to customer satisfaction."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob has been our financial adviser for some time now and we have every confidence in his ability to manage our financial situation. Rob is always available to answer any questions that we may have ."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob has been my adviser for years and I am confident he does his best to provide information and options which are appropriate and applicable to my situation. I have recommended Rob to family and friends."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob has always made himself available when we need to discuss our situation. I feel confident that he has our best interests in hand."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Bachelor of Business (Computer Software Development)

Level
7 - Bachelor Degree
Institution
University of Southern Queensland (USQ)
Completed
2006

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member

Banking and Finance Oath (BFO)

Membership type
Member

Financial Brokers Association of Australia (FBAA)

Membership type
Member
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