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Wealth On Track

4.8
based on 45 reviews

45 reviews about Wealth On Track

17 Aug 2022

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.

29 Mar 2022

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

verified email - 12 Feb 2021

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

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!?

04 Dec 2020

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

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.

09 Oct 2019

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

verified email - 15 Mar 2019

Very informative. Very informative.

verified email - 05 Mar 2019

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

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.

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