Services
Financial Advice Built Around Your Life
A Self Managed Super Fund gives you more flexibility, more control, and more investment options than a standard super fund. But it also comes with more complexity. Track Wealth helps you set it up, run it correctly, and use it to build serious wealth for retirement.
Wealth & Retirement Planning That Actually Gets You Somewhere
Most financial advisers give you a plan and a portfolio. Track Wealth gives you a strategy built around where you are now, where you want to be, and everything in between.
- Retirement income modelling based on your actual lifestyle
- Superannuation contribution and growth strategies
- Investment portfolio coordination and structure
- Cash flow planning for today and for retirement
Stop Paying More Tax Than You Have To
High-income earners are often the most over-taxed not because of anything they’re doing wrong, but because nobody has looked at the full picture. Track Wealth works alongside your accountant to identify what’s being lost and redirect it toward your goals.
- Income structuring to reduce your effective tax rate
- Debt recycling converting bad debt into investment
- Investment structure review across personal, trust, and SMSF
Protect What You've Built and the People Who Depend On It
Your income is your most valuable asset. If you lost it tomorrow, would your family be taken care of? Would your mortgage still be paid? Would your retirement plan survive?
Most people either have the wrong cover, are paying too much for it, or have never reviewed it since they took it out.
- Income protection replacing your salary if you can't work
- Life and TPD cover protecting your family's future
- Insurance review we saved one client over $16,000 per year
- Trauma and business expense cover where relevant
Take Control of Your Super and Invest on Your Terms
For the right client, a Self Managed Super Fund is one of the most powerful wealth-building tools available. More investment choice, more transparency, more control and for business owners, the ability to hold commercial property inside super.
- SMSF setup and full compliance management
- Property investment through super via LRBA
- Contribution and tax strategies for high super balances
- Transition to retirement and pension phase planning
Transparent. Proactive. Results-Driven.
Every client at Track Wealth goes through the same process built to make sure we understand your full situation before we recommend anything, and that you understand everything before we implement it.