Financial Advisor Brisbane
Grow your Wealth.
Enjoy your life.
Make work
optional.
We work with high-income professionals and high-net-worth individuals who want more than a super fund they want a strategy, a partner, and someone who's genuinely invested in their future.
Ready to Retire Earlier?
Find out if you’re on track.
Financial Advisor Brisbane
Grow your Wealth.
Enjoy your life.
Make work
optional.
We work with high-income professionals and high-net-worth individuals who want more than a super fund they want a strategy, a partner, and someone who's genuinely invested in their future.
Ready to Retire Earlier?
Find out if you’re on track.
You're Earning Well. Your Finances Should Be Working Just as Hard.
Your Income Is Strong. Your Wealth Isn't.
High income doesn’t automatically build wealth. We find where money is being lost to tax and poor structure, and redirect it toward your goals.
Your Finances Have Been Put on the Back Burner.
You know you should deal with it. You just haven’t. Track Wealth takes the complexity off your plate so you don’t have to think about it anymore.
When can I Retire?
You are accumulating assets but you not sure you are on the right track and want to know when can you retire and what is the best way forward.
Expert Advice, Built Around Your Life.
Wealth & Retirement Planning
- Build a strategy
- Model your timeline
- Make work optional
Investment Advice
- Make your money work harder
- Build wealth beyond super
- Structures suited to your goals
Save on Tax
- Keep more of what you earn
- Smarter structures and strategies
- Proactive advice before year end
Self Managed Super Funds (SMSF)
- Take control now
- greater flexibility
- Expert setup & strategy
The goal was never just money,
It was the freedom that comes with it
Driving Results Through Strategy.
Meet Leigh Smith
- Director, Track Wealth
- CPA & SMSF accredited
- 10+ years specialist advice
Proactive Advice
We are always looking at ways that we can help improve your situation and adapt your strategy when your circumstances change. We monitor legislation changes, investment performance and your personal circumstances so your strategy stays ahead not behind.
- Identify opportunities before you ask
- Stay ahead of tax and legislative changes
- Coordinate with your accountant, lawyer and broker
Tailored Strategy
No two clients have the same financial situation. Every recommendation is built from scratch modelled specifically to your income, goals, family, tax position and timeline.
- Bachelor of Commerce, Masters of Business (Financial Planning)
- CPA qualified, SMSF accredited, Tax Financial Adviser registered
- 10+ years advising complex financial situations
Full Coordination
Most advisers stop at the edge of their lane. We work alongside your accountant, solicitor and mortgage broker to make sure every part of your financial world connects and nothing falls through the cracks.
- Works with your existing professional team
- Identifies gaps other advisers miss
- One relationship that coordinates everything
Unlimited Access
You’re not limited to one annual review. You get direct access to your adviser throughout the year by phone, email or meeting whenever something comes up.
- Minimum one formal review per year
- Unlimited adviser contact all year
- Proactive communication, not just reactive
Trusted by Brisbane Professionals. Proven by Results.
Years of Experience
Qualified
Access
Google Rating
Helping You Build Wealth, Enjoy Life and Make Work Optional.
A strategy that covers everything
Cashflow, super, tax, debt, investments, insurance, estate planning we look at all of it and make sure every piece fits together. No gaps. No surprises.
Advice that goes beyond the numbers
We take the time to understand your goals, your family and what success actually looks like for you. Then we build around that not the other way around.
Why Our Clients Choose to Stay With Us.
“We’ve referred several clients to Track Wealth for their financial planning needs and the feedback has been consistently excellent. The level of care, clarity, and professionalism shown to our clients has been outstanding.
It’s clear that Leigh takes the time to genuinely understand each of his clients’ goals and provides thoughtful, strategic advice tailored to their situation. We have complete confidence referring clients knowing they’ll be well looked after.”
Dean M
“We came to Leigh with a specific set of objectives including tax minimization, travel, estate planning, cashflow management, superannuation strategy but most importantly a goal to retire within the next three years. Well he knocked it out of the park, all boxes ticked. He has strategically dealt with each objective, delivered on his promises, communicated effectively and often enough. I have seen two other financial planners in the past and neither were worth old salt Leigh has changed my previous perceptions he will go far.. We endorse him wholeheartedly.“
Craig Pratt
“Leigh worked with us for almost a year, sorting out the transfer of our Kiwisaver to our Australian Super accounts, and supporting our insurance plans. It all took much longer than it should have been, only due to our significant delays in completing tasks. He was patient with us, clear, and advocated for us when needed. I highly recommend Leigh for personal, professional service.“
Micaela Bascand-Rae
“Leigh worked with us for almost a year, sorting out the transfer of our Kiwisaver to our Australian Super accounts, and supporting our insurance plans. It all took much longer than it should have been, only due to our significant delays in completing tasks. He was patient with us, clear, and advocated for us when needed. I highly recommend Leigh for personal, professional service.“