Our clients go on a journey towards their financial goals with the best Financial Planner in Adelaide
Wealth On Track (AFSL 465168) has its own licence and thus is not aligned with any Bank or product manufacturer. 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.
Steve is South Australian born but left South Australia when he was seven. Like many South Australian families, his Dad moved interstate for work. Steve and Glenys worked for six years based in Orange in Central New South Wales. They built a successful Financial Planning business there for a Big Four bank, but decided to make the move to Adelaide for lifestyle reasons.
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.
Clients love her ‘caring and personable’ approach. She has a large following within the South Australian nursing community. This stems from her life experience as a mother of three grown boys combined with her intuitive understanding of the interaction of the Centrelink and Superannuation systems.
Steve has been recognised as a Top 10 Financial Planner in Adelaide.
Steve is the Founder of Wealth On Track, which is a Professional Practice with the Financial Planning Association of Australia. Wealth On Track is self licensed (AFSL 465168) and so is not aligned with any bank or product manufacturer.
Steve is a panel adviser with CBus Industry Super via the FPA Professional Practice Referral Programme and has been a panel adviser with Plum Super.
Steve loves working with clients to achieve the best for them. He is interested in exploring the latest investment and protection trends whilst always leaving his clients well diversified and sheltered from harm.