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Wealth On Track

4.8
based on 45 reviews

45 reviews about Wealth On Track

verified email - 16 Mar 2015

Overall very good. Steve was great. Helped me understand more and took the time to go over everything.

Wealth On Track 17 Mar 2015

Thanks Dale it has been a pleasure to work with you. I think Garry will now be able to work wonders with your mortgage! Cheers Steve

verified email - 07 Mar 2015

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.

Wealth On Track 09 Mar 2015

Thanks Chris - so pleased that you are enjoying the benefit of Investment Protection. Also it was great to meet Vicki. Cheers Steve

verified email - 05 Feb 2015

Have dealt with poor advisers in the past; I chose Steve as he came across as honest and diligent.

Wealth On Track 05 Feb 2015

Thanks Gerry. It has been a pleasure working with you. Steve

verified email - 22 Jan 2015

Staff very friendly. Steve gives easy to understand information and advice. Staff very friendly.

verified email - 06 Jan 2015

Very good. Easy to talk to and speaks in terms that are easily understood. Presents all information professionally.

Wealth On Track 09 Jan 2015

Thanks Jack. It is always a pleasure working with you and Denise. Cheers Steve

verified email - 05 Jan 2015

Five stars! My experience with my Financial Planner, Glenys is that she always gives concise information. The ongoing service with her is excellent!

Wealth On Track 05 Jan 2015

Thanks Terry. It is a pleasure to have you as a client.
And thanks again for the apricots! xx Glenys

watersport 06 Jan 2015

They give good advice

verified email - 12 Dec 2014

Reliable and has good knowledge of the financial market. Very trustworthy. Relaxing atmosphere during review meetings.

Wealth On Track 05 Jan 2015

Thanks Erik, appreciate your feedback. I hope you are travelling well. Let me know. Cheers Steve

verified email - 11 Dec 2014

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.

Wealth On Track 05 Jan 2015

Thanks Cherie for your feedback and support. Really appreciated. Steve

01 Dec 2014

Glenys was very informative. She explained everything well. Happy to refer Glenys to my friends and relatives.

Wealth On Track 23 Mar 2015

Thanks Cheryl for your kind feedback. Looking forward to a long and engaging relationship! Glenys

verified email - 30 Nov 2014

It has been a pleasure to have Steve Greatrex as my Advisor. Excellent Service from Steve.

Wealth On Track 05 Jan 2015

Andrew it has also been a pleasure working with you as well. Cheers Steve

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