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Wealth On Track
QUALITY
SERVICE
VALUE
100% of customers recommend Wealth On Track
Customer Reviews for:
Wealth On Track
17 Aug 2022
sarah-rosem
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.
29 Mar 2022
ben-raeleneb
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.
12 Feb 2021
julieg821
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.
29 Jan 2021
michaelw452
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.
04 Dec 2020
michael-m529
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.
02 Dec 2020
thomas-w278
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.
09 Oct 2019
katef83
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.
15 Mar 2019
kym-and-paulm
Very informative. Very informative.
05 Mar 2019
brucet235
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 !
20 Nov 2017
timh381
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.
17 Oct 2017
robyng805
Very positive. Excellent support. Very personalised. Restored my commitment to restore my finances in a do-able way. Very highly recommended.
20 Sep 2017
antheas318
Glenys was/is very friendly, helpful and explains everything clearly. Always available to answer queries. Responds quickly.
27 Jun 2017
michaelw452
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.
20 Apr 2017
costaz
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.
12 Apr 2017
brettc795
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.
11 Apr 2017
sophie-t
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!
05 Jan 2017
yangp
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.
30 Nov 2016
acb0b13c
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.
30 Nov 2016
chrisg337
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!
22 Sep 2015
sallyp28 from Mile End
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.
09 Jun 2015
rodgerb607
Excellent. Very understanding. Our planner Glenys has a very sound knowledge of her profession. Very comfortable to be with when attending interviews.
02 Jun 2015
markm962
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.
01 Jun 2015
evam925
Very friendly, caring environment, very professional, everything explained well and in very clear terms. Very friendly, caring environment - with Glenys Cook.
29 May 2015
annk864
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.
27 May 2015
malcolmp921
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.
15 May 2015
suek730
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.
15 May 2015
andrewa53
Easy. Well explained. Sound advice. Easy. Well explained. Sound advice. Easy. Well explained. Sound advice. Easy. Well explained. Sound advice.
02 Apr 2015
amirz
....
02 Apr 2015
robertt117
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.
17 Mar 2015
steveandmikailap
Non judgemental and comfortable environment. Great information and walked away feeling confident about future investments.
16 Mar 2015
dalep5
Overall very good. Steve was great. Helped me understand more and took the time to go over everything.
07 Mar 2015
chrisw61
Steve showed a product that interested me and after the first year's results I am very happy with choices he has taken. He is more than willing to help and explain things.
05 Feb 2015
geraldo
Have dealt with poor advisers in the past; I chose Steve as he came across as honest and diligent.
22 Jan 2015
chrise13
Staff very friendly. Steve gives easy to understand information and advice. Staff very friendly.
06 Jan 2015
jackc14
Very good. Easy to talk to and speaks in terms that are easily understood. Presents all information professionally.
05 Jan 2015
terry4
Five stars! My experience with my Financial Planner, Glenys is that she always gives concise information. The ongoing service with her is excellent!
12 Dec 2014
erik1
Reliable and has good knowledge of the financial market. Very trustworthy. Relaxing atmosphere during review meetings.
11 Dec 2014
cherie1
Answered many queries with great explanations and examples of situations to assist me to understand. Extremely informative, friendly and nothing seems too much trouble. Would highly recommend Steve to others.
01 Dec 2014
cherylb19
Glenys was very informative. She explained everything well. Happy to refer Glenys to my friends and relatives.
30 Nov 2014
andrewb59
It has been a pleasure to have Steve Greatrex as my Advisor. Excellent Service from Steve.
30 Oct 2014
margaret4
Terminology & explanations on our financial requirements is always indicated professionally and where we can understand the information presented.
30 Oct 2014
wally2
Your advice was open and explained the circumstances relating to each exercise he was explaining.
24 Oct 2014
renee9
Appreciate having some valuable knowledge on Superannuation and some foresight about future planning and finances.
16 Oct 2014
sally8
Steve was friendly and professional. He tailored a plan which exactly suites my specific needs.
16 Oct 2014
dave14
Steve was understanding of our requirements and our situation particularly with our age discrepancy/difference in times to retirement, and our desire to have flexibility with our future plans and investment strategy
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