• Description
• Additional Info

Description

Wealth Factory specialises in working with tradies and business owners in growth mode, and people who are frustrated by where they are at financially compared to where they expect it to be at this stage in their lives. As a Toowoomba financial adviser, I find people want to feel more confident around their money and financial future.

When we first meet our clients, they often feel frustrated that they are working hard to get ahead financially and making a decent income, but they still have tight cash flow [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.

Ultimately, we help them to develop structured world 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.

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Additional Information

Business contacts: Robert

In business since: 2014

Number of staff: 2-10

Type of clients: Local company

Australian Business Number (ABN): 91600073630

Qualifications and certifications: Advanced Diploma Financial Planning

After-hour services available: Yes

Payment options: Direct Deposit, Credit Card

Trading times: 8am to 6pm Monday to Friday

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Business Categories

This business offers the following services or products:

• Financial Advice
• Financial Planning
• Investing