Rob Laurie

Welcome to Wealth Factory!

I’m Rob Laurie, owner and financial adviser, here to help individuals and families across Toowoomba and Australia simplify the often complex world of financial planning. At Wealth Factory, our mission is clear—helping you achieve peace of mind and financial security. We specialize in pre-retirement planning, post-retirement strategies, risk protection, and aged care advice.

Our approach is rooted in simplicity and personalized guidance. We know that financial jargon can be overwhelming, so we make it our priority to communicate in clear, straightforward language. Wealth Factory believes long-term financial success is built on informed and confident decisions. Whether you're a business owner, tradesperson, or nearing retirement, we’re here to help you take control of your financial future.

Our services meet the needs of clients at every stage of life. If you’re growing your career or business, we’ll help you develop tax-effective strategies, reduce debt, and grow long-term wealth. As you near retirement, we shift focus to ensure you enjoy financial freedom. We assist with maximizing your superannuation, utilizing tax benefits, and creating a reliable retirement income plan.

One of our core specialties is aged care financial planning. Through our dedicated division, Aged Care Financial Advisers, we guide you through the complexities of aged care fees and charges, optimize pension entitlements, and craft strategies that maintain financial security during this critical transition. We simplify the process so you can focus on ensuring comfort and quality of life for yourself or your loved ones.

At Wealth Factory, we use our Wealth Forge Strategy—a step-by-step system that ensures every client receives consistent, tailored advice. From our first meeting, where we learn about your goals, to developing a comprehensive financial strategy, we support you at every step. As your circumstances change, we adjust your plan to stay aligned with your evolving goals.

Our services extend nationwide, offering the same personalized approach whether you’re in a major city or a regional area. With the help of technology, we can provide expert guidance to clients all across Australia.

So, whether you’re preparing for retirement, managing risk, or seeking specialized aged care advice, we’re here to assist you. Let’s start with a complimentary, no-obligation consultation and craft a strategy that turns your financial aspirations into reality. At Wealth Factory, we make financial planning clear, simple, and achievable—because your future deserves nothing less.