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Wealth On Track

check icon 4.8 (45)

Business details

Opening hours

Monday:

9-5

Tuesday:

9-5

Wednesday:

9-5

Thursday:

9-5

Friday:

9-5

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Portfolio

Reviews for Wealth On Track (45)

Write a review
4.8
45 reviews
5 star icon
38
4 star icon
6
3 star icon
1
2 star icon
0
1 star icon
0
Service Rating
4.9
Quality Rating
4.8
Value Rating
4.8
sarah-rosem
1 review · 400 points
17 Aug 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Steve is excellent at his job. Being quite new at refinancing, we were not sure what issues will be ahead of us. But Steve made sure that we reach our goal, that everything was as smooth as it can be and that we could approach him with any concerns that we had and he will find a solution if needed. We could not thank him or recommend him enough.

Wealth On Track 18 Aug 2022

Thanks Sarah, it's been a pleasure helping you and Romm.

ben-raeleneb
1 review · 400 points
29 Mar 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Thank you Steve for providing excellent financial advice for our retirement, our position has greatly improved with the advice and changes you recommended. The data and information discussed with you provides us with the confidence our financial future is positive, thank you for such great advice.

Wealth On Track 29 Mar 2022

Thanks Ben and Raelene, I really appreciate your feedback. Cheers Steve

julieg821
1 review · 600 points
verified email - 12 Feb 2021
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Steve was very helpful and took away the uncertainty of financial planning for retirement. His knowledge of the industry was clearly evident and we have been very happy with his guidance and help with our financial security.

Wealth On Track 21 Feb 2021

Thanks Julie and Gavin, I appreciate it and am enjoying working with you. Cheers Steve

verified email - 29 Jan 2021
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Steve found the right home loan for us given a unique set of circumstances. He navigated his way through the complexities of the system and kept us well informed at each critical point. I'm happy to recommend Wealth on Track.

Wealth On Track 29 Jan 2021

Thanks Michael I really appreciate this. I reckon the renovations would be a fair way down the track now!?

michael-m529
1 review · 400 points
04 Dec 2020
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Steve was excellent! Always took the time to explain things to me that I didn’t understand and made the process of buying a home a lot less stressful.

thomas-w278
1 review · 400 points
02 Dec 2020
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Steve at Wealth on Track was extremely helpful in getting me an affordable and competitive home loan. They took away all the stress with their easy-to-use website, constant updates and friendly customer service. I honestly don't think I would have been able to find anywhere near as good a deal if I was searching on my own so I can't recommend Wealth on Track enough for anyone in need of a home loan.

Wealth On Track 02 Dec 2020

Thanks so much Thomas, I really enjoyed working with you.

katef83
1 review · 400 points
09 Oct 2019
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We chose Wealth on Track as we wanted an independent view that wouldn't be focused on selling products and Steve met this criteria.

Steve was very approachable, using plain English to give us a greater insight into our options as we are planning for retirement. He also enjoyed robust discussion around his recommendations which led to a strategy that we hadn't considered and have now adopted.

Very happy to recommend Steve and Wealth on Track.

Wealth On Track 09 Oct 2019

Thanks Kate and Steve. It is a pleasure working with you. Cheers Steve

kym-and-paulm
1 review · 600 points
verified email - 15 Mar 2019
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Very informative. Very informative.

brucet235
1 review · 600 points
verified email - 05 Mar 2019
Service Rating
5.0
Quality Rating
4.0
Value Rating
4.0

We were recommended WOT as my wife and I are moving into retirement. Steve was very good at putting us at ease and structuring our investments to set us up for life with a good annual income and comfortable surplus. Steve went to great lengths to update and make changes we requested and was more than accommodating at all times and went to lengths to explain the changes to outcomes over the period of our retirement. Certainly put us at ease and structured our investments well !

verified email - 20 Nov 2017
Service Rating
4.0
Quality Rating
4.0
Value Rating
3.0

Steve was very helpful and open to discussing scenarios that could benefit us financially. Chose Wealth On Track because they have their own licence and Steve's professionalism, expertise and willingness to consult was apparent throughout our association.

robyng805
1 review · 600 points
verified email - 17 Oct 2017
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Very positive. Excellent support. Very personalised. Restored my commitment to restore my finances in a do-able way. Very highly recommended.

antheas318
1 review · 600 points
verified email - 20 Sep 2017
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Glenys was/is very friendly, helpful and explains everything clearly. Always available to answer queries. Responds quickly.

verified email - 27 Jun 2017
Service Rating
5.0
Quality Rating
4.0
Value Rating
4.0

We were provided with all the information we needed to make an informed decision. Steve has a relaxed style but the bases for his advice seems well thought through. Financial terms we were not familiar with were explained in a way that really helped.

Wealth On Track 27 Jun 2017

Thanks Michael for the feedback. It has been a pleasure working with you and Christine.

costaz
1 review · 600 points
verified email - 20 Apr 2017
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Steve threw some great ideas at me and challenged me to look at my financial situation from a different angle. I feel secure and trust Steve with my financial plan.

Wealth On Track 20 Apr 2017

Thanks Costa for this! Looking forward to seeing the next steps. Cheers Steve

brettc795
1 review · 400 points
12 Apr 2017
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I needed help looking for a first investment home and some other superannuation/accounting advice. Glenys and Steve were able to explain everything to me in terms I could understand and discussed my options with my own best interests in mind. I couldn't recommend them highly enough - great job.

Wealth On Track 12 Apr 2017

Brett we're really pleased that you've had a good experience - Glenys and Steve

sophie-t
1 review · 400 points
11 Apr 2017
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

As a young, newly engaged couple looking to set ourselves up financially, my partner and I often become overwhelmed when it comes to conversations on budgeting, investments and goal setting. Steve and Glenys really helped to simplify the whole process for us, providing us with a number of ideas moving forward on, most notably, property investment in Adelaide through the HomeStart program. Will definitely be proceeding with this using Steve as our mortgage broker - thank you both for everything and for being so kind and approachable - no question is a stupid question!

Wealth On Track 12 Apr 2017

Thanks Sophie - its a pleasure working with you both! Steve and Glenys

yangp
1 review · 600 points
verified email - 05 Jan 2017
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Steve was very helpful with our financial planning. He took into account our current financial situations and provided us many useful ideas. We are very happy about the service.

Wealth On Track 09 Jan 2017

Thanks Yang - I really enjoyed working with you and Mickey. Next stop - get the best deal on your mortgage! Cheers Steve

acb0b13c
1 review · 600 points
verified email - 30 Nov 2016
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Steve and Glenys helped us to get the Full Age Pension recently. They worked tirelessly and made many calls to Centrelink before getting it for us. We're farmers and were able to take advantage of this after working our property for the last 20 years. How many people are not getting what they entitled to if they are not getting help fropm people like Wealth On Track? Great job.

Wealth On Track 04 Dec 2016

Thanks for that John and Shirley - really appreciate your feedback. What a great win! Steve and Glenys

chrisg337
1 review · 600 points
verified email - 30 Nov 2016
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

These guys have really helped me over the years. In my case they have been particularly helpful with getting the best deal on my loans, and the way they structured. It's great dealing with financial planners who also understand debt!

Wealth On Track 30 Nov 2016

Thanks Chris for that. We really enjoy working with you! Steve and Glenys

verified email - 22 Sep 2015
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Steve from Wealth On Track is a great financial adviser. The information is always presented in a clear and easy to understand manner and makes me feel confident about the choices I am making to ensure my future.

Wealth On Track 23 Sep 2015

Sally I really appreciate your kind feedback. Cheers Steve

rodgerb607
1 review · 600 points
verified email - 09 Jun 2015
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Excellent. Very understanding. Our planner Glenys has a very sound knowledge of her profession. Very comfortable to be with when attending interviews.

Wealth On Track 10 Jun 2015

Thank you Rodger... always a pleasure to deal with such lovely clients as you and Pauline. Looking forward to many years ahead. Cheers Glenys

markm962
1 review · 600 points
verified email - 02 Jun 2015
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Easy to understand, helpful with direction especially in regards to financial planning to support my daughter. I'd be happy to recommend Steve to anyone that needs honest results and understanding of financial matters.

Wealth On Track 01 Jul 2015

Thanks Mark, appreciate your feedback. Protecting your kids is important. Cheers Steve

evam925
1 review · 600 points
verified email - 01 Jun 2015
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Very friendly, caring environment, very professional, everything explained well and in very clear terms. Very friendly, caring environment - with Glenys Cook.

Wealth On Track 01 Jun 2015

Thanks Eva, really appreciate your kind feedback:) Glenys xx

annk864
1 review · 600 points
verified email - 29 May 2015
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

We have found Steve to be very approachable. He explains our products to us in a language we understand. Our accounts are returning very good profits.

Wealth On Track 30 May 2015

Thanks Ann and Andy. I hope the house sale goes well! Steve

malcolmp921
1 review · 600 points
verified email - 27 May 2015
Service Rating
5.0
Quality Rating
4.0
Value Rating
4.0

Very good experience. Information provided and explained in a very clear manner and all questions answered clearly, with an understanding of my financial situation and needs.

Wealth On Track 29 May 2015

Thanks Malcolm. It is a pleasure to be working with you. Cheers Steve

suek730
1 review · 600 points
verified email - 15 May 2015
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Just been made redundant with bills and home loan to pay. I feel so relieved that Steve was able to help me out. Just been made redundant with bills to pay.

Wealth On Track 30 May 2015

Hi Sue, it was great to be able to help out. Please let me know when you've started your new job. Cheers Steve

andrewa53
1 review · 600 points
verified email - 15 May 2015
Service Rating
5.0
Quality Rating
5.0
Value Rating
4.0

Easy. Well explained. Sound advice. Easy. Well explained. Sound advice. Easy. Well explained. Sound advice. Easy. Well explained. Sound advice.

Wealth On Track 01 Jul 2015

Hi Andrew we really appreciate your feedback and enjoy working with you. Cheers Steve

amirz
1 review · 400 points
02 Apr 2015
Service Rating
3.0
Quality Rating
3.0
Value Rating
3.0

....

Wealth On Track 03 Apr 2015

Thanks Amir, I really appreciate your kind feedback. The journey has just begun!

robertt117
1 review · 400 points
02 Apr 2015
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Worked well to get best value for clients circumstances. Worked well to get best value for our circumstances. Worked well to get best value for our circumstances.

Wealth On Track 03 Apr 2015

Hi Rob, I think the restructure of your life insurance has meant you can keep your all your cover and focus cashflow on your mortgage and your family. Let us know when your loan goes to a variable rate. Cheers Steve

steveandmikailap
1 review · 0 points
verified email - 17 Mar 2015
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Non judgemental and comfortable environment. Great information and walked away feeling confident about future investments.