If you are looking for great financial advisors in Adelaide, come along and meet us at Wealth On Track We have our own licence (AFSL 465168), and so are not aligned with any bank or product manufacturer.
We feature on Top10 Financial Planner, and are a Professional Practice with the Financial Planning Association. We are panel advisers for several industry funds, including CBus and SunSuper.
Wealth On Track's clients go on a journey towards their financial goals. We take you through a disciplined and consistent planning process, which fully considers ALL of your lifestyle and financial needs, to help YOU determine your true destination.
We've found clients enjoy the trip, because they are fully protected along the way, and they know that we REALLY understand them... and their whole situation.
Ultimately they are very comfortable and secure because we keep them ON TRACK, which means they have the best possible chance of achieving success.
We do not receive commission on any investments & we are considered to be one of the best Financial Planners in Adelaide. We are constantly striving to find new and better choices for our clients, across all areas of financial advice including superannuation, investing or life insurance and income protection.
The business was founded by Steve Greatrex in 2009. In January 2013 his wife, Glenys Cook joined Wealth On Track, also as a Financial Planner. Wealth On Track is focused on guiding our clients to a more prosperous future and protecting them along the way.
Wealth On Track is a fee for service planning business. In particular, we do not take commissions on investments. Wealth On Track is an active member of BusinessSA and was recently awarded a WOMO Service Award. We are a Professional Practice with the Financial Planning Association of Australia.
Enjoy the best and most transparent financial planning in Adelaide with Wealth on Track.
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Unit 504, 131- 147 Pirie St, Adelaide, SA, 5000
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