Who we are

At Track Wealth, we’re a team of experienced, straight-talking financial planners in Brisbane helping business owners, professionals, families and retirees make smart, confident decisions with their money.

Our job is simple: to help you get your finances sorted, grow your wealth, protect what matters, and build a future that feels in control, not chaotic.

Whether you’re growing a business, raising a family, or planning the next chapter after full-time work, we bring clarity to your financial life and keep you on track.

Who We Work With

We provide tailored, no-fluff financial advice in Brisbane to:

• Business owners and entrepreneurs
  Want to turn business success into long-term personal wealth? We help you build outside your business, protect your assets, and plan for financial freedom.
• Busy professionals and high-income earners
  You’re earning well, but time-poor. We help you make smarter decisions, reduce tax, grow wealth, and get peace of mind that you’re doing the right things.
• Pre-retirees and retirees
  Whether you’re 5 years out from retirement or already there, we help you make the most of your super, structure your income, and plan confidently for the years ahead.
  Think: more lifestyle, less Centrelink headaches.

If you’ve ever said, “We should probably talk to someone about our finances…” we’re your someone.