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Financial Advisor Coorparoo

Helping professionals and families enjoy, grow & protect their wealth

Looking for a financial advisor in Coorparoo you can actually talk to?
At Track Wealth, we help busy professionals, business owners, and families make smarter decisions with their money — so you can enjoy life today while building confidence for the future.

💡 Strategic advice across superannuation, investments, tax, retirement, and insurance  tailored to your goals, not products.

👉 Book in a 15 Minute Free Call – Click on the book a call button.

About Track Wealth

We’re proud to be your local financial planning team here in Coorparoo. Led by Leigh Smith, Track Wealth combines expert financial strategy with a down-to-earth, practical approach.

We work with professionals, business owners, and retirees who want more than a “set-and-forget” plan  they want a clear, ongoing roadmap to grow and protect their wealth with someone who can grow with them with their journey.

Our Financial Advice Services

Whether you’re just starting out or planning your retirement, we’ll tailor a plan to suit your situation:

  • Superannuation & SMSF advice – take control of your retirement savings.

  • Investment advice – build long-term wealth through diversified portfolios or property related advice structuring.

  • Tax-effective strategies – reduce tax and increase take-home returns.

  • Retirement planning – understand how much you’ll need and how long it will last.

  • Personal insurance – protect your income, family, and assets.

  • Estate & succession planning – ensure your wealth goes where it’s meant to.

Why Choose a Local Financial Advisor in Coorparoo?

Choosing a local financial planner means working with someone who understands your lifestyle, your community, and your financial goals

 

Who We Work With

We specialise in helping:

  • Professionals (lawyers, accountants, doctors, executives)

  • Business owners and self-employed professionals

  • High-income families looking for tax efficiency

  • Pre-retirees and retirees seeking reliable income

Local Focus: Coorparoo & Surrounds

We proudly serve clients throughout:

Coorparoo • Woolloongabba • Stones Corner • Camp Hill • Greenslopes • Holland Park • East Brisbane • Norman Park

Visit us locally or meet online — whichever fits your schedule best.

We look forward to working with you to achieve your goals.

Please get in touch