Your Financial Advisors Track Wealth

I’m Leigh, a financial advisor and founder of Track Wealth.

I’ve been a financial advisor for over 10 years and worked in various firms from boutique financial advice firms, stock broking firms and dealing with a variety of clients including high net worth individuals, business owners, accumulators and retirees and using various strategies, structures to help get the best out of your situation to achieve financial independence.

I hold the following qualifications:

• Master of Business (financial planning)
• CPA (Certified Practicing Accountants)
• Bachelor of Commerce
• SMSF Accreditation
• Tax Financial Advisor

I love dealing with clients who may have some complexity and helping them overcome that fear of making the wrong decision and with our advice set them up for financial success.

Most of the people I work with are flat out. They’re juggling businesses, careers, families — and somewhere in the chaos, their finances have become the thing they know they should deal with… just not today.

That’s where I come in. I simplify the financial noise, turn vague goals into actual plans, and help you feel like a grown-up with a game plan. Whether it’s sorting out your super, investing without the jargon, or making sure you’re on track for retirement (not just a bigger tax bill), I’ve got your back.

When developing a plan we believe that you should enjoy the fruits of your hard work today, having that balance in life is super important to us and our clients.

We work closely with other professionals to get you the best outcome including accountants, finance brokers, lawyers.

I’m here to help you feel confident with your money and free up time to live life on your terms — whether that’s building a business, creating wealth, or planning your next European overseas trip.

Areas of specialty;

• Retirement Planning
• Superannuation
• Self Managed Superannuation Funds (SMSF)
• Cashflow
• Property
• Structures
• Managed Funds / ETF’s
• Portfolio Construction
• Debt Reduction
• Gearing Strategies
• Tax Financial Advice
• Personal Insurance.

If you can’t find me in the office, I’m either supporting my daughters in their various forms of sport, supporting my beloved Newcastle Knights or cooking up a storm on the BBQ. 

I’m a husband, and proud dad of three girls who run our household like it’s a high-stakes sporting event (because it usually is) and all 4 including my wife support the Bronco’s and I don’t (up the Knights).

If you want to get your finances sorted and a clear path on what the future could look like and don’t know where to start, please reach out to us today. It could be your best investment.