Wealth On Track

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.

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.

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.

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.

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.

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.

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.

Very informative. Very informative.

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 !

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.

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

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

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.

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.

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.

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!

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.

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.

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!

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.

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

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.

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

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.

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.

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.

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

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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.

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