Wealth on Track Testimonials


Rating out of 10:10..Jude Hallion

Very clear in defining the approach. Results achieved in a short timeframe. Very happy with results.

Rating out of 10:8..

 Michael Wagner

Steve has been a great advisor, listened carefully to my concerns & designed solutions to suit my needs.

Rating out of 10:10..Dawn Myers

It was the product (Investment Protection) that was offered that appealed to me initially, with Steve backing up the product..

Rating out of 10: 8.Chris Whibley

Very happy with advice.

Rating out of 10: 10.John Hughes

Friendly and informative, well explained..

Rating out of 10: 8.Cherie Kirkwood

* Steve has done everything possible to get me moving in the right direction for my future.

Rating out of 10: 10Karen Lewis

* Exceeded expectations.

Rating out of 10: 10Wayne Bryant

* Steve has provided very good advice to us that we could understand. We hope for a long and happy working relationship.

Rating out of 10: 10Andy & Ann Kornelissen

Rating out of 10: 10Steve Manuel

* Everything explained in a manner that we could understand. Good information package

* Great – made us comfortable as Steve explained our benefits in procuring our future financial planning. We feel our financials are now well on track.

Rating out of 10: 10Wally & Margaret Eberhards

* Excellent. Relaxed. Great explanations. I felt comfortable to ask questions.

Rating out of 10: 9Jan Kardasz

* Excellent Service, rapport, trust in Glenys Cook who has provided me with Financial `peace of mind’!.

* Look forward to continuing years of assistance and friendship.

Rating out of 10: 10Lorraine Woods

* You kept me up to date with what was happening and you delivered when you said you would deliver.

* You explained things to me on the whiteboard – I am a visual person so this worked well for me.

* You dealt with all the set-up of the pension – I hate paperwork so this was great.

* You have a fairly relaxed style so I felt comfortable discussing rather sensitive stuff with you.Gioia Small

Rating out of 10: 9 to 10 Provided financial security during a difficult time. Flexible approach to financial planning. Financial advice provided with full explanation and clarity.Dirk Bowes

Very good, clear, understanding. Rating out of 10: 8Christine and Alan Oakes

Rating out of 10: 9 The service was excellent. Steve is very knowledgeable in his field. My questions were answered promptly. The recommended product fitted our requirements and with a reasonable premium. I appreciated that all upfront and ongoing commissions were clearly shownDang Nguyen

Rating out of 10 (at review appointment): 10 Happy with Steve’s assistance with my finances. I would be more than happy to pass Steve’s name on to anyone of my family or friends if they need financial advice!Stephen Szymanskyj

If it wasn’t for Steve’s help I would not be receiving my (insurance) payout. Rating out of 10: 10. Excellent Work.Gerard Romkes

Straightforward simple advice. Steve was happy to listen to what I wanted. Looking forward to working more with Steve in the future. Rating: 10 out of 10.Wayne Moore

Good service, and patience with a barrage of questions. Rating: 9 out of 10Pam McLeay

Rating: 9 out of 10Ben and Renalyn Tiflis

Rating: 9 out of 10
Clear explanations so we could understand the answers.
Really easy to talk to.
Very professional, good communication skillsJack and Denise Caulfield

How was your overall financial plan (1 to 10)?


Easy to understand, has our best interests at heart. Enjoy learning more. Very easy to talk to.Michele and Sean Cartwright

How was your overall financial plan (1 to 10)?


Easy to understand, has our best interests at heart. Enjoy learning more. Very easy to talk to.Michele and Sean Cartwright

My experience with Steve has been good at all times. He has been good, helpful and knowledgeable. I would recommmend him to friends and colleagues.Stephen Szymanskyj

We were very happy with the level of professionalism and experience to date from SteveMark and Lyndall Victory

From the first time I saw Steve, I knew he was the guy I could trust to, for my financial stuff which has been all over the place for a couple of years, so I stuck to him and I am happy now as a resultDr K

To whom it may concern,

My wife Fay and I have been associated with Steve Greatrex on a business level for over five years.

We first met Steve in Orange NSW in 2003 when we were seeking financial advice in preparation for our retirement. Consequently when we finally sold our rural property in 2004, we called on Steve to assist us in arranging our financial affairs.

Subsequently we have used Steve as our financial planner ever since and have followed him when he has moved. In all our dealings with Steve, we have found him to most supportive and obliging. He conducts himself in a most professional manner and has a strong knowledge and extensive experience in financial matters. He is very thorough and goes to great lengths to explain matters in lay terms to ensure that we understand where best to invest our funds. Steve has also been very supportive and given guidance in other matters when I have had problems with banking etc.

I have no hesitation what so ever in recommending Steve as a financial planner to anyoneBarry and Fay Dalton