Financial Advisor Norman Park | Track Wealth
Helping Norman Park Professionals and Families Enjoy, Grow & Protect Their Wealth
Looking for a Financial Advisor in Norman Park 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. Based in Brisbane, our team provides personalised financial advice across Brisbane, designed to help you grow, protect, and manage your wealth through every stage of life.
We take the time to understand what’s important to you, your goals, your family, your lifestyle and then tailor clear, strategic advice around superannuation, investments, tax planning, retirement, and insurance. No jargon, no product pushing, just practical financial planning that makes sense.
👉 Book a Free 15-Minute Call to discuss how we can help you start tracking toward your goals.
About Track Wealth
We’re proud to be your local financial planning team in Brisbane. Led by Leigh Smith, Track Wealth combines expert strategy with a down-to-earth, practical approach. We’re not a big institution; we’re a boutique firm that cares about helping everyday professionals build genuine financial confidence.
Our clients include professionals, business owners, and retirees who want more than a one-off plan. They want an ongoing partner who can adapt their strategy as life evolves whether it’s lifestyle, legislation or something else. We are there to take help you take advantage of opportunities, and can guide you through every financial decision along the way.
Our Financial Advice Services
Whether you’re just getting started or preparing for retirement, we’ll tailor advice to your situation and goals:
- Superannuation & SMSF advice – Take control of your super and ensure your retirement savings are structured for performance and flexibility.
- Investment advice – Build long-term wealth through diversified investment portfolios or tailored property investment strategies.
- Tax-effective strategies – Maximise your take-home income with smart structuring and strategic tax planning.
- Retirement planning – Understand how much you’ll need, when you can retire, and how to create reliable income that lasts.
- Personal insurance – Protect your income, family, and lifestyle against unexpected events.
- Estate & succession planning – Ensure your wealth is transferred smoothly and tax-effectively to the right people.
Why Choose a Local Financial Advisor in Norman Park?
Choosing a local financial planner means working with someone who understands your lifestyle, your community, and your financial goals. At Track Wealth, we live and work right here in Brisbane we know the challenges facing busy professionals and families.
We’re available for in-person meetings at our Brisbane office or via video call, giving you flexible access to expert advice, wherever you are. Our clients tell us they value our straightforward approach, local knowledge, and accountability, we stay in touch, keep you informed, and adjust your plan as life changes.
Who We Work With
We specialise in helping:
- Professionals such as lawyers, accountants, doctors, and executives
- Business owners and self-employed professionals seeking structure and control
- High-income families looking to manage tax and build wealth efficiently
- Pre-retirees and retirees wanting confidence that their money will last
Local Focus: Brisbane & Surrounds
Track Wealth proudly serves clients across Brisbane, Gold Coast, Sunshine Coast, and throughout Australia. You can visit us locally or meet online whichever fits your schedule best.
Wherever you are in Brisbane, we’re here to help you enjoy, grow, and protect your wealth with clarity and confidence.