Who & How we help
Track Wealth is a financial advisor in Brisbane, servicing high income professionals & families (e.g lawyers, IT professionals, specialists), successful business owners and self funded retirees.Â
Many people come to us feeling uncertain about their financial future. They want to know when they can retire, whether they’re paying too much tax, or how can we build a retirement nest egg that’s suitable for us, which direction should we take?
Our clients understand the important of seeking help as they are too time poor or want to partner with someone that will guide them through this stage. Our role is to replace that uncertainty with clarity, confidence, and a plan you can follow, and knowing that they have someone in their corner they can rely upon at any time with any queries or concerns they may have.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Investments
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Self Managed Super
An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Cash Flow
Our process is tailored to your unique situation, helping you understand where your money goes and how to make it work harder for you.
Our Advice process
We believe financial advice should be clear, practical, and built around you. Here’s how we work:
Frequently Asked Questions
What does a financial advisor actually do?
A financial advisor helps you plan, grow, and manage your finances so you can reach your goals with confidence. This includes budgeting, investing, superannuation, tax strategies, retirement planning, risk protection (insurance), and helping you make informed financial decisions.
Do I really need financial advice?
If you earn good income, have assets (like property or super or a business), or feel unsure about whether you’re on the right track, professional advice can help you build wealth more efficiently, minimise tax, avoid costly mistakes, and create a clearer financial roadmap and take away the stress of trying to do it yourself.
Who do you typically work with?
We work with professional couples, business owners, high-income earners, high net worth individuals and retirees across Brisbane, Gold Coast, Sunshine Coast and anywhere in Australia.Â
Our clients value having someone they can trust and be in their corner to help make the right financial decisions and see the value in a long term relationship.Â
Where do you meet clients?
We’re based in Brisbane, and work with clients across Brisbane, the Gold Coast, Sunshine Coast, and wider Queensland. We also offer online meetings for convenience.
What’s the first step?
First step is to book a free introductory call to understand your goals and determine whether we’re the right fit.
You can book in a session by clicking on the button on our website.Â
If we think we can help, we’ll explain next steps on how to engage us further.
What’s the difference between a financial advisor and an accountant?
Accountants are focused on what has happened in the past. They have a big focus on tax and structuring for your business.Â
Financial advisors focus on your personal circumstances and are looking towards your future.
They focus on strategy, retirement planning, superannuation, wealth creation, investments, protection.Â
Many clients use both an accountant and financial advisor.
We regularly work alongside accountants, lawyers and mortgage brokers to get the best result.
Do you offer one-off advice or only ongoing support?
We offer both depending on circumstances, however, most clients we choose to work with engage us on an ongoing advice because their financial situation changes over time and a one-off plan rarely stays relevant.
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