Hi, I'm Robert Laurie. As a dedicated Financial Adviser and an Authorised Representative of Lifespan Financial Planning Pty Ltd, I also take pride in my role as a financial adviser and director of RJL Financial Pty Ltd, trading as Wealth Factory. I am an Authorised Representative 425270 and the company is a Corporate Authorised Representative 463041 of Lifespan Financial Planning Pty Ltd AFSL 229892.
When clients first come to me, there's a common thread of frustration - they're earning well, yet it feels like their money simply slips through their fingers. They're grappling with tight cash flow, feeling burdened by taxes and debt, and often without a clear roadmap to a fulfilling retirement.
This is where I step in. My role isn't just about numbers and strategies; it's about simplifying the complexities of finance to empower smarter decisions. I'm here to bring clarity and confidence to your financial future, showing you effective ways to minimize taxes, tackle debt, and grow your wealth. Together, we'll craft a plan that not only secures your retirement but defines it on your terms. Let's turn your financial aspirations into reality.
The purpose of this website is to provide factual information only. It is not intended to be financial advice however any advice provided is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances. Please speak to your Lifespan financial adviser before making any financial decisions.
We believe that the information contained on this website is accurate. However, we are not specifically licensed to provide tax or legal advice and any information that may relate to you should be confirmed with your tax or legal adviser.
