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BEST RATED TOOWOOMBA QLD FINANCIAL SERVICES

3 Best Financial Services in Toowoomba QLD

Expert recommended Top 3 Financial Services in Toowoomba QLD. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

Gallagher Toowoomba
Gallagher Toowoomba
10+ YEARS IN TBR
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GALLAGHER TOOWOOMBA

(4.8 Score)
Unit 2, 4 Tourist Road, East Toowoomba,
Toowoomba QLD 4350 Directions

Since 2013

Specialty:

✓ Estate Planning ✓ Investment Advice ✓ Superannuation Planning ✓ Wealth Management and Financial Planning ✓ Employee Benefits ✓ Organisational Performance ✓ Workplace Risk ✓ Education and Training ✓ Benefit Central ✓ Benefits Strategy ✓ Career Development ✓ Coaching and Mentoring ✓ Corporate Health Insurance ✓ Employee Value Proposition ✓ Financial Wellbeing Programs ✓ Financial Engagement Tools ✓ Flexible Benefits and Technology ✓ Group Insurance

“Gallagher Toowoomba was founded by Arthur J. Gallagher. Gallagher's goal is to provide comprehensive financial advice to clients seamlessly. They pride themselves on financial education and the benefit of financial advice to clients over the long term. They strongly believe their plan will provide the best possible outcomes and help their clients reach their financial goals. Your first appointment is free, and at no obligation to proceed with any advice.

2025 Update: For over 95 years, they have been trusted partners to their clients, helping them grow and evolve in an ever-changing world. Gallagher is one of the world’s largest insurance brokerage, risk management and consulting firms.”

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License ABN 49 611 343 803

Contact:

07 4639 7160

Mon-Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Direct Wealth Toowoomba
8+ YEARS IN TBR
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DIRECT WEALTH TOOWOOMBA

(4.8 Score)
7 Thomas Street,
Toowoomba QLD 4350 Directions

Specialty:

✓ Wealth Management ✓ Retirement Planning ✓ Superannuation ✓ Personalised Financial Planning ✓ Accountant Services ✓ Estate Planning ✓ Investment Advice ✓ Mortgage Broking ✓ Personal Insurance ✓ Investment Management ✓ Tax Optimisation Strategies

“Direct Wealth Toowoomba was founded by Simon Coombes. The firm has a dedicated team of over 45 professionals. They value you immensely and are grateful to all their clients who have come on this journey with them as they continue to grow with the support of their fantastic team. They are dedicated to delivering a seamless and innovative experience, striving to exceed your expectations and meet your evolving needs. They provide clear and understandable explanations and updates throughout the planning process. They provide personalised strategies to help you build wealth and achieve long-term financial security. The firm also has offices in Brisbane, Cairns, Innisfail, Ipswich, Sunshine Coast, Toowoomba, and Townsville.

2025 Update: Direct Wealth Toowoomba’s financial advisers have been recognised nationally for providing straightforward, practical financial advice that helps locals make smarter decisions about their wealth and future.”

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Contact:

07 3556 9400

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 12pm
Sat & Sun: Closed

TBR® Inspection Report:

Wealth Factory
Wealth Factory
Wealth Factory
Toowoomba Financial Services Wealth Factory video
7+ YEARS IN TBR
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WEALTH FACTORY

(4.8 Score)
300 Ruthven street,
Toowoomba QLD 4350 Directions

Since 2014

Specialty:

✓ Financial Planning ✓ 6-Step Financial Advice Process ✓ Retirement Planning ✓ Investing for the Future ✓ SMSF ✓ Estate Planning ✓ Aged Care ✓ Cashflow and Budgeting Advice

“Wealth Factory is a financial advisory company run by Rob Laurie, a qualified financial adviser with over 10 years of experience in the industry. They provide clients with tailored advice, which includes goal setting and detailed planning strategies. They believe essential to have a professionally guided perspective to offer comprehensive, personalised retirement plans based on each client’s needs and lifestyle aspirations. They possess the necessary experienced personnel and technology to provide you with quality financial advice, backup service, and an ongoing review of all your financial planning needs. Wealth Factory also gives you the tools and knowledge to make informed financial decisions.

2025 Update: You can contact them to schedule your free discovery call.”

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AMP Blue Awards 2015 and 2016
License ABN 91 600 073 630

Contact:

07 4659 5222

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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GALLAGHER TOOWOOMBA REVIEWS

As a Toowoomba local, there is nothing I enjoy more than seeing people in my community living their best lives. It's my aim to build genuine, long-term relationships with my clients whilst providing them with advice for different stages of life.

I know firsthand how important it is to be financially confident. I had to put myself through university while working full-time, all while being a single parent raising three boys and although it was a challenge, it gave me the drive and passion I have today to help as many people as I can to take control of their financial future.

These reviews are provided for information purposes and to help you make informed decisions.

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DIRECT WEALTH TOOWOOMBA REVIEWS

Top stuff. Young Erin is charismatic, knowledgeable and very understanding. Thankyou.

Naomi is a leading professional in her field, would highly recommend!

Dealing with Naomi has been such a pleasure nothing is a problem and results speak for themselves we highly recommend the team

WEALTH FACTORY REVIEWS

Rob has always been a brilliant problem solver - knowledgeable and reliable. Prompt in returning calls and responding to emails anytime when we look for him. His team keep us informed every step of the way, provide regular updates throughout the process. It was a helpful catchup recently, so thank you for always taking care of us very well and fixing our issues. Keep it up Rob and the team. All the best!

Great advice, broke every down and provided step by step changes and made it really easy to under how to change my finances

Rob has been looking after my super for the past 6+ years and has always provided exceptional quality service, can highly recommend

TBR® Inspection Score Report

GALLAGHER TOOWOOMBA Total Inspection Points: 116/120
Experience: 8
Business Hours: 9
Reviews Accuracy: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Social Media: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

DIRECT WEALTH TOOWOOMBA Total Inspection Points: 115/120
Complete Info: 8
Acknowledgements: 9
Business Hours: 9
Review Analysis: 9
Contact Info: 10
Emblem: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

WEALTH FACTORY Total Inspection Points: 114/120
Experience: 8
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Reviews Study: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10