Financial Advisors Brisbane.
Serving Australia Wide

How we help

Track Wealth is a financial advisor in Brisbane, servicing clients locally and Australia Wide.

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:

Step 1

Step 2

Step 3

Step 4

Step 5

Let's talk

We start with a friendly, no-pressure chat about your goals whether that’s growing wealth, reducing stress, retiring early, or just knowing where you stand.

Discovery Session

We sit down together for an in depth discussion around what you future looks like, what you want to achieve and what issues you would like to resolve.

Build a personalised plan

We develop a clear strategy tailored to you covering superannuation, investing, tax planning, retirement income, risk protection, and estate planning.

Take action together

We handle the admin and heavy lifting. From consolidating accounts to optimising investments and implementing structures, we make it happen.

Stay on track

Life (and markets) change so we stick with you. Regular reviews, updates, and support to make sure you’re always heading in the right direction.

Frequently Asked Questions

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.

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.

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.

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.

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.

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.

If we think we can help, we’ll explain next steps on how to engage us further.

Accountants are focused on what has happened in the past. They have a big focus on tax and structuring for your business.

Financial advisors focus on your personal circumstances and are looking towards your future.

They focus on strategy, retirement planning, superannuation, wealth creation, investments, protection.

Many clients use both an accountant and financial advisor.

We regularly work alongside accountants, lawyers and mortgage brokers to get the best result.

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.

Insights

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What our clients say

I've been working with Leigh for financial planning and ongoing advice for the past six months. He's helped me set a realistic financial goal, developed a thorough strategy across super, insurances, cash flow, investments and more, and has made implementation straightforward. Great to work with and always explains things clearly. Highly recommend.

We cannot speak highly enough of Leigh Smith as a financial advisor. From our very first meeting, it was clear that Leigh values security and trust above all else. He took the time to truly understand not only our financial goals but also our deeper needs and wants as a family. This personalized approach made all the difference, as Leigh was able to craft a plan that aligned with our unique situation and long-term vision. He is always open, transparent, and patient, making sure we are well-informed at every step of the process. We never feel rushed or pressured—just supported and guided with expertise. Leigh’s guidance has enabled us to plan and implement strategies to ensure a comfortable lifestyle for our family despite current uncertain times. Leigh’s dedication to his clients goes beyond numbers; he genuinely cares about our financial future and well-being It’s rare to find someone who offers both professional insight and a personal touch, and Leigh does this exceptionally well. We trust him fully with our financial journey.

We approached Leigh to create wealth, reduce tax and future planning for family and retirement. He listened to our requirements and developed a budget. Based on our risk profile and what we wanted to achieve, he then presented us with options for us to take to stabilise our future financial position. He explained each of the options and was able to clearly answer all the questions we had. Leigh informs us of any changes and is only a call a way. We look forward to working with Leigh for many years to come.