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 financial planning licence and thus is not in league with any Bank or product manufacturer. We do not receive commissions 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.
We also offer a first class mortgage broking service.
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 (she has now retired 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 has been awarded Word Of Mouth Online Service Awards.
Enjoy the best and most transparent financial planning and mortgage broking in Adelaide with Wealth on Track.
Clients love her ‘caring and personable’ approach. She had 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 and lately as a Top 3 Financial Planner.
Steve is the Founder of Wealth On Track. Wealth On Track is self licensed (AFSL 465168) and so is not beholden to any bank or product manufacturer.
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.