BRISBANE FINANCIAL ADVICE

Financial Advisor Brisbane

Track Wealth provides financial advice for Brisbane professionals, business owners and high-income families who want a coordinated plan covering wealth, super, investments, tax, protection and retirement.

Schedule a Consultation

Ready to Retire Earlier?

Find out if you’re on track.

Build Your Strategy →

Financial Advisor Brisbane

Grow your Wealth.
Enjoy your life.
Make work optional.

Track Wealth provides financial advice for Brisbane professionals, business owners and high-income families who want a coordinated plan covering wealth, super, investments, tax, protection and retirement.

Schedule a Consultation

Ready to Retire Earlier?

Find out if you’re on track.

Build Your Strategy →

  • 10+ years of experience
  • CPA qualified
  • SMSF accredited
  • 5.0 Google rating
  • Brisbane office
Sound Familiar?

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.

Who we are
Our Services

Expert Advice, Built Around Your Life.

We don't offer one-size-fits-all financial advice. We look at your whole picture income, tax, super, debt, protection and estate planning and build a strategy that moves you forward.

Wealth & Retirement Planning

  • Build a strategy
  • Model your timeline
  • Make work optional
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Investment Advice

  • Make your money work harder
  • Build wealth beyond super
  • Structures suited to your goals
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Save on Tax

  • Keep more of what you earn
  • Smarter structures and strategies
  • Proactive advice before year end
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Self Managed Super Funds (SMSF)

  • Take control now
  • greater flexibility
  • Expert setup & strategy
Learn More

The goal was never just money,
It was the freedom that comes with it

Real Client Result
$2.4M
Combined super achieved in 4 years from $1.2M
See If We're the Right Fit
Leigh Smith, Director of Track Wealth

Meet Your Brisbane Financial Advisor

Track Wealth was built for one type of client: the high-income professional or business owner who has worked hard to get where they are, and wants to make sure their money is working just as hard. We don't try to be everything to everyone. We focus on complex financial situations the kind that need more than a product recommendation and a once-a-year review.
Meet Leigh Smith
  • Director, Track Wealth
  • CPA & SMSF accredited
  • 10+ years specialist advice
Learn More
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

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

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

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
FIND THE RIGHT PLACE TO START

Financial Advice for Brisbane Individuals, Families and Business Owners

You do not need to have everything worked out before speaking with a financial advisor. Whether you want to build wealth, prepare for retirement, review your super or simply get your finances organised, Track Wealth can help you understand where you stand and what to do next.
I Want to Build Wealth
I Want to Know When I Can Retire
I Need Help With My Super
I Want Investment Advice
I Want to Get My Finances Organised
I Need Tax Planning Advice
I Own a Business
I’m Not Sure Where to Start
Not Sure Where to Start?
Book a Consultation →
Why Track Wealth?
  • 10+ years of financial advice experience
  • CPA qualified and SMSF accredited
  • 5.0 / 5.0 Google Rating
Start Now
WHY TRACK WEALTH

Financial Advice That Looks at More Than Your Super

Your super, investments, tax, debt, insurance, cash flow and retirement plans all affect each other. Looking at one area without understanding the others can leave gaps and lead to disconnected decisions.

Track Wealth brings everything together. Leigh takes the time to understand where you are now, what you want your money to make possible and what may be holding you back. He then explains what needs attention, what can wait and how each recommendation fits into your broader financial plan.

You work directly with Leigh throughout the process. There is no handover to someone unfamiliar with your circumstances. You have an adviser who knows your position, coordinates with your other professionals where needed and stays involved as your life and goals change.

  • Clear, practical advice
  • Direct access to Leigh
  • One coordinated financial plan
Our Clients

Trusted by Brisbane Professionals. Proven by Results.

We work with lawyers, medical professionals, business owners, executives and high-net-worth individuals who need advice that matches the complexity of their lives.
Learn More
10+
Years of Experience
A decade advising Brisbane's high-income professionals and high-net-worth families.
CPA
Qualified
Leigh holds CPA accreditation alongside SMSF and Tax Financial Adviser credentials giving clients confidence in the quality and breadth of advice they receive.
Unlimited
Access
Every client has direct access to Leigh throughout the year not just at review time. Phone, email, or meeting whenever something comes up.
5/5.0
Google Rating
Rated 5 stars by every client who has reviewed us on Google.
Book a Meeting
Book A Free Strategy Call
THE BIGGER PICTURE

The Goal Isn’t Just More Money. It’s More Choice.

Building wealth is only useful if it gives you more control over your life. The choice to retire when you are ready, spend more time with family, manage an unexpected change or make a major decision without constantly worrying about money. Track Wealth turns those goals into a clear financial plan one that shows where you stand, what to focus on next and how the different parts of your finances work together.
Know Where You Stand
See your income, assets, debt, super and investments in one place. Understand whether you are moving in the right direction and what may be stopping you from reaching your goals.
Know What to Do Next
Focus on the decisions that matter now, with clear actions and priorities. As your circumstances change, your financial plan can change with them.
Testimonials

Why Our Clients Choose to Stay With Us.

5.0
Google Reviews
Read All Testimonials

“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.“

Rajiv De Alwis

Contact Us

Start With a Conversation

You do not need to know exactly what type of financial advice you need. Tell us what you are trying to sort out and we will let you know whether Track Wealth can help and what the next step would be. You will speak directly with Track Wealth no call centre and no handover to someone unfamiliar with your enquiry.
Book a 15min Phone Call
Call us directly

(07) 3102 6955

Send us an email at

info@trackwealth.com.au

Brisbane Office

Level 2, 87 Ipswich Rd, Woolloongabba QLD 4102

What Would You Like Help With?
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