Financial Advice for Lawyers & Barristers
Grow your Wealth.
Enjoy your life.
Make work
optional.
You've built a successful legal career. Track Wealth helps lawyers and barristers across Brisbane and Queensland build the wealth to match it with strategies that account for the complexity of your income, your practice, and your tax position.
What Sets Us Apart
- 10+ Years advising
- 5.0 / 5.0 Google rating
- CPA Certified Practising Accountant
Expert Advice Built for Legal Professionals
Wealth & Retirement Planning
- Build a strategy
- Model your timeline
- Make work optional
Investment Advice
- Make your money work harder
- Build wealth beyond your super
- Structures suited to your income level
Wealth Protection & Insurance
- Protect your income
- Reduce your premiums
- Cover what matters
Self Managed Super Funds
- Take control now
- Invest beyond super
- Expert setup & strategy
Your Time Is Valuable.
We Make Every Dollar Count.
Driving Results Through Strategy.
Meet Leigh Smith
- Director, Track Wealth
- CPA & SMSF accredited
- 10+ years specialist advice
Proactive Advice
We don’t wait for you to come to us. 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 legal professionals have the same financial position. We build strategies around how you actually earn, what you own, and where you want to be not a template applied to everyone.
- Super and investment strategy built around your income structure
- Tax planning tailored to partnership distributions or brief fees
- Retirement modelling based on your actual lifestyle and timeline
Full Coordination
Your finances don’t exist in silos. We coordinate across your super, investments, tax, insurance and estate plan and work directly alongside your accountant, solicitor and other advisers so nothing falls through the cracks.
- One strategy that covers every area of your finances
- Direct communication with your existing advisers
- Nothing missed at the intersection of tax and financial planning
Unlimited Access
Life doesn’t wait for your annual review. Our clients have direct access to Leigh throughout the year by phone, email or meeting whenever something comes up that needs a conversation.
- No waiting for a scheduled review to get an answer
- Direct access to your adviser, not a call centre
- Proactive contact from us when things change
Find the Right Solution for Your Situation
You’re billing well but the tax bill at the end of each year feels disproportionate. The income is there the strategy to keep more of it isn’t. Most legal professionals we work with are paying more tax than they need to simply because nobody has looked at the full picture.
Tax Structuring for Legal Income
Debt Recycling
Super Contribution Strategy
For most lawyers and barristers, super is the largest single asset they hold — and the one that gets the least attention. A default balanced fund that hasn’t been reviewed since you started your first job is costing you more than you realise.
SMSF Assessment
Contribution Maximisation
Investment Strategy Review
You’ve been working hard for a long time. The question isn’t whether you’ll be comfortable it’s whether you’re on track to make work genuinely optional when you want it to be. Most legal professionals don’t have a clear answer to that question. We give you one.
Retirement Income Modelling
Pre-Retirement Strategy
Transition to Retirement Planning
Trusted by Legal Professionals. Proven by Results.
Years of Experience
Minimum FUM
Debt Cleared
Google Rating
Super Achieved
Questions Legal Professionals Ask Before Getting Started
The answers to the questions we hear most often from lawyers and barristers before they decide to work with us.
What does it cost to work with Track Wealth?
Our fees are based on the complexity of your situation and the value of the advice we provide. We’ll always be upfront about cost before you commit to anything. For most clients, the savings identified in the first year significantly exceed the cost of advice often within the first conversation. We also accept fee payment from your super in many cases, which reduces the out-of-pocket cost.
Are your fees tax deductible?
In many cases, yes. Ongoing financial advice fees relating to the management of investments and income-producing assets are generally tax deductible. We’ll confirm what applies to your specific situation and coordinate with your accountant to make sure they’re claimed correctly.
Who chooses the investments?
We make recommendations based on your goals, your risk profile, and your timeline and we explain the reasoning clearly before anything is implemented. You make the final call on every decision. We’re here to advise, not to make decisions without your full understanding and sign-off.
Do you only work with clients in Brisbane?
No. While Track Wealth is based in Woolloongabba, Brisbane, we work with clients across Queensland and Australia. Most ongoing advice is conducted via phone or video, so location is rarely a barrier.
Can you advise on property?
Yes, as part of a broader financial strategy. We advise on property as an asset class including whether to buy, hold or sell, how to structure property debt, and how investment properties interact with your tax position and retirement timeline. We don’t act as a buyers agent but we work alongside one if needed.
Change Starts With a Conversation
Ready to get your finances sorted?
Schedule a Free Consultation
By submitting this form you agree to our Privacy Policy. Track Wealth may contact you via email or phone to follow up on your enquiry.