Financial Advisor for Lawyers & Barristers

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

You've built a successful legal career. Track Wealth helps lawyers, barristers, partners, and senior legal professionals across Brisbane and Queensland build the personal wealth to match it with strategies built around partnership income, brief fees, trust distributions, and the complexity that comes with earning at the top of a demanding profession.
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What Sets Us Apart
  • 10+ Years advising
  • 5.0 / 5.0 Google rating
  • CPA Certified Practising Accountant
Our Services

Expert Advice Built for Lawyers and Barristers

We understand how legal professionals earn, how they're taxed, and what it takes to build serious personal wealth alongside a career that demands everything you give it.

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 your super
  • Structures suited to your income level
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Wealth Protection & Insurance

  • Protect your income
  • Reduce your premiums
  • Cover what matters
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Self Managed Super Funds

  • Take control now
  • Invest beyond super
  • Expert setup & strategy
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Your Business Is Your Asset.
Your Wealth Should Be Bigger Than It.

Real Client Result
$2.4M
Combined super achieved in 4 years from $1.2M through a coordinated retirement and investment strategy.
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Meet Track Wealth

Driving Results Through Strategy.

Track Wealth was built for one type of client: the high-income professional who has worked hard to get where they are and wants to make sure their money is working just as hard. For lawyers and barristers whether you're a partner drawing distributions through a firm structure, a barrister billing brief fees as a sole trader, or a senior associate moving toward partnership that means advice that understands the way legal income flows, how it's taxed, and what it takes to build real personal wealth alongside a career that rarely leaves room to think about it.
Meet Leigh Smith
  • Director, Track Wealth
  • CPA & SMSF accredited
  • 10+ years specialist advice
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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, solicitor, and broker

No two lawyers or barristers have the same financial position. Whether you’re a partner receiving profit distributions, a barrister managing irregular brief fee income, or a senior associate on a high salary with little time to think beyond it, we build strategies around how your money actually works not a template applied to everyone.

  • Super and investment strategy built around your income structure
  • Retirement modelling based on your actual lifestyle and timeline

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 practice manager 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

Legal careers don’t follow a schedule. Our clients have direct access to Leigh throughout the year by phone, email, or meeting whenever a decision comes up that needs a second opinion or a financial perspective.

  • 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

Legal professionals typically earn well. The problem is that high income doesn’t automatically translate to high wealth particularly when long hours, high living costs, and a focus on career leave little room to think about what’s actually accumulating.

Personal Investment Strategy
We build an investment strategy that works alongside your income shares, managed funds, and property structures that build wealth outside super so your financial position isn't entirely dependent on how long you keep practising.
Super Contribution Strategy
High-income legal professionals often under-utilise super as a tax-effective wealth vehicle. We build a contribution strategy around concessional and non-concessional caps, catch-up contributions, and spousal strategies to build your balance as efficiently as possible.
Self Managed Super Fund Advice
For lawyers and barristers with significant super balances, an SMSF can provide greater investment control and flexibility including the ability to hold commercial property or direct share portfolios inside a tax-effective structure. We advise on whether it makes sense for your situation and manage the setup and ongoing compliance if it does.

Lawyers and barristers are among the highest-taxed professionals in Australia not because of anything they’re doing wrong, but because income at this level demands a proactive strategy, and most legal professionals are too busy to build one.

Whether you’re a partner receiving profit distributions through a firm structure, a barrister managing brief fees as a sole trader, or a senior associate on a top-tier salary, the tax position is different in each case and so is the solution.

Partnership Income Structuring
Partners in legal firms receive income through profit distributions, often with limited ability to vary timing or structure. We review how that income interacts with your personal tax position and build a strategy that reduces what you pay without disrupting how the firm operates.
Debt Recycling
If you're carrying a home loan alongside your high legal income, debt recycling converts non-deductible personal debt into tax-deductible investment debt — one of the most effective strategies available to high-income professionals with strong cash flow.

Most legal professionals have a point in mind at which they’d like to slow down or step back entirely. The problem is they’ve never had anyone sit down and show them what that actually looks like financially what they need, whether they’re on track, and what has to happen between now and then.

We give you that answer.

Retirement Income Modelling
We model your retirement position across multiple scenarios at different timelines, with different income assumptions, and with and without the sale of a practice interest so you have a clear picture of where you stand and what you're working toward.
Pre-Retirement Wealth Building
The final years of a legal career are the highest-earning years. We make sure super, investments, and personal wealth are positioned to make the most of that window before income from the profession stops.
Transition to Retirement Planning
Whether you're winding back hours, stepping away from partnership, or exiting completely, we build the strategy around the transition minimising tax on the way out and making sure the financial structure is ready to support the life you've worked toward.
Our Clients

Trusted by Lawyers and Barristers. Proven by Results.

We work with partners, barristers, senior associates, and legal professionals at every career stage from those still building toward partnership to those preparing to exit — who need financial advice that understands the specific complexity of legal income, professional firm structures, and high-income wealth building.
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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.
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FAQ's

Questions Lawyers and Barristers Ask Before Getting Started

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I'm a partner in a law firm how does that affect my financial planning?

Partnership income adds a layer of complexity that most general financial advisers aren’t set up to handle. How distributions are made, how the firm is structured, and how your personal tax position interacts with your partnership interest all affect the strategy. We work with law firm partners regularly and understand how to build around it coordinating with your firm’s accountant where needed.

We work directly alongside your existing accountant. We share strategy documentation, coordinate on tax planning ahead of year end, and make sure the financial advice and the tax advice are consistent and not working against each other. For legal professionals, this coordination is especially important given the complexity of partnership and trust structures.

In many cases, yes. Ongoing financial advice fees relating to the management of investments and income-producing assets are generally tax deductible. We confirm what applies to your specific situation and coordinate with your accountant to make sure they’re claimed correctly.

Yes. We integrate your business exit into your broader retirement and investment strategy including how to structure the sale, how to deploy the proceeds, and what the financial picture looks like before and after the transaction. We work alongside your accountant and solicitor on the detail.

Get in Touch

Change Starts With a Conversation

Ready to get your finances sorted?
Fill out the form and we'll be in touch within one business day.
Call us at:

0478 219 115

Visit us at:

Level 2, 87 Ipswich Rd, Woolloongabba QLD 4102

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