Wealth On Track
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213 Greenhill Rd, Adelaide SA 5000
- 1300 396 070
- Visit our website
- Email us
- Opening Hours (Monday: 9-5)
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Payment methodsCredit Card, Cheque, Super
45 reviews about Wealth On Track
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.
Thanks Mark, appreciate your feedback. Protecting your kids is important. Cheers Steve
Very friendly, caring environment, very professional, everything explained well and in very clear terms. Very friendly, caring environment - with Glenys Cook.
Thanks Eva, really appreciate your kind feedback:) Glenys xx
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.
Thanks Ann and Andy. I hope the house sale goes well! Steve
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.
Thanks Malcolm. It is a pleasure to be working with you. Cheers Steve
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.
Hi Sue, it was great to be able to help out. Please let me know when you've started your new job. Cheers Steve
Easy. Well explained. Sound advice. Easy. Well explained. Sound advice. Easy. Well explained. Sound advice. Easy. Well explained. Sound advice.
Hi Andrew we really appreciate your feedback and enjoy working with you. Cheers Steve
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Thanks Amir, I really appreciate your kind feedback. The journey has just begun!
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.
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
Non judgemental and comfortable environment. Great information and walked away feeling confident about future investments.
Thanks Mikaila and Steve for your great feedback. I think Garry, Chris and I can all offer a great solution for your future! Cheers Steve
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Thank you Rodger... always a pleasure to deal with such lovely clients as you and Pauline. Looking forward to many years ahead. Cheers Glenys