Investment Advice
Your Money Should Be Working as Hard as You Do
Most high-income professionals have money sitting in the wrong places: a default super fund, a bank account, or an investment property that hasn’t been reviewed in years. Track Wealth builds investment strategies that actually move you forward.
Sound familiar?
My money is just sitting in a bank account doing nothing. I know I should be investing but I don't know where to start.
I want to build serious wealth for retirement but I don't know the best approach. Does it have to involve property?
I have investment properties but I've hit a wall. I'm not sure what the next move is.
An Investment Strategy Built Around Your Goals, Not a Generic Portfolio
Most people approach investing backwards. They pick a product: a managed fund, a property, a share portfolio, without a strategy behind it. Then they wonder why it doesn’t feel like it’s going anywhere. Track Wealth starts with your goals, your timeline, and your tax position and builds an investment approach around those things. Not the other way around.
We coordinate your investments across every structure: super, personal, trust, and company, so everything is working together toward the same outcome.
- Investment strategy built around your retirement timeline and goals
- Portfolio construction across shares, managed funds and ETFs
- Investment structure review across personal, trust, SMSF or company
- Tax-effective investing to minimise CGT and income tax
- Property investment advice and debt strategy coordination
- Regular review and rebalancing as markets and goals evolve
Investment Advice That Covers Every Asset Class
Portfolio Construction
Superannuation Investment Strategy
Investment Structures
Property Investment Advice
Tax-Effective Investing
Not sure if your investments are working hard enough?
How We Build Your Investment Strategy
Understand Your Position
We start by reviewing what you currently have, how it’s structured, and what it’s actually returning after tax, after fees, and against your goals.
Define the Strategy
We build an investment strategy aligned to your timeline, your risk profile, and your tax position across every asset class and structure relevant to your situation.
Implement and Coordinate
We implement the strategy and coordinate across your super, personal investments, and any trust or business structures so everything is moving in the same direction.
Review and Rebalance
Markets move, legislation changes, and your circumstances evolve. We review your portfolio at least annually and rebalance where needed, keeping your strategy on track as life changes around it.
Find Out If Your Investments Are Actually on Track
In one conversation we can assess where your money is sitting, what it’s returning, and what a better strategy could look like for your situation.
Getting the Right Risk and Asset Allocation Right Is What Matters Most
Picking funds and stocks? That’s the final piece, not the starting point. What really matters is getting your risk level and asset allocation right. Too little risk and you leave money on the table. Too much and a market downturn can hit harder than expected, especially when you need the money. Everyone reacts to volatility differently. Which is why having someone in your corner through those moments matters more than most people realise.
A recent example: in 12 months a client generated 1.5x more in dollar terms than they had made over the previous 5 years with a previous advisor. The difference wasn’t better stock picks or higher risk investments. It was a willingness to invest more, a smarter asset allocation strategy, and a more tax-effective structure.
- Portfolio construction including allocation to growth and defensive assets
- Full visibility of your portfolio 24/7
- Full tax reporting and performance reporting
- Tracked against your projections
- Advised of any changes to your portfolio
We Don't Just Pick Investments. We Build a Strategy Around Your Whole Financial Picture.
Anyone can put money into a managed fund. Track Wealth looks at where your money is, how it’s structured, what it’s costing you in tax, and how it connects to your retirement timeline. Then we build an investment strategy that coordinates all of it.
We’re not chasing returns for their own sake. We’re building wealth toward a specific outcome and we make sure every investment decision supports that goal.
Strategy First, Products Second
We start with your goals, your timeline, and your tax position. The investments follow the strategy, not the other way around.
Coordinated Across Every Structure
We manage your investments across super, personal, trust, and company structures so everything is working together, not in silos.
Tax-Aware at Every Decision Point
Every investment decision considers the tax consequence because after-tax returns are what actually matter.
Honest About What's Working and What Isn't
If something in your portfolio isn’t earning its place, we’ll tell you. We review everything at least annually and make recommendations based on your current position, not what was decided years ago.