Welcome! I’m Rob Laurie, your dedicated financial specialist, bridging aspirations and financial realities for business owners, tradespeople, FIFO workers in growth mode, and anyone navigating the complexities of financial landscapes at different life stages.
The initial meetings with my clients are often filled with revelations. Many, despite earnest efforts and commendable earnings, grapple with the relentless cycle of tight cash flows, burdensome taxes, and growing debts, all while feeling adrift about retirement. Does this resonate with you?
I’m here to bring clarity to the convoluted world of finance, guiding you towards informed decisions and fostering confidence in building your future. Together, we’ll craft personalized strategies to optimize tax, expedite debt clearance, enhance wealth, and retire on your terms—all explained in straightforward English for your comfort and clarity.
For those embarking on retirement or steering through aged care’s intricate terrains, we proudly introduce our specialized division, 'Aged Care Financial Advisers'. We delve deep into your unique needs, ensuring a smooth transition and addressing your individual goals and concerns. Whether it’s optimizing pension benefits or crafting a robust investment portfolio, we have you covered.
Our renowned 'Aged Care Financial Advisers' brand excels in clarifying aged care finances. We navigate through complexities, focusing on well-being and comfort, allowing you to cherish life’s enriching moments.
Intrigued about embarking on a journey towards financial tranquility and a fulfilling retirement? I’m just a message away! Let’s initiate this transformative journey with a complimentary, no-obligation introductory meeting. Reach out, let’s convert your financial aspirations into achievements, and explore the serene path ahead together!
Fees are discussed with clients and depend on complexity of advice and level of ongoing service.
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.
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 .
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.
Rob has always made himself available when we need to discuss our situation. I feel confident that he has our best interests in hand.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2012
- Years of experience 11
- Graduate Diploma of Financial Planning
Wealth Factory300 Ruthven St
Toowoomba City, QLD 4350
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Lifespan Financial Planning