Wealth On Track
Wealth On Track (AFSL 465168) has its own licence and thus is not in league with any Bank or product manufacturer. We do not receive commission on any investments & we are considered to be one of the best Financial Planners in Adelaide. We are constantly striving to find new and better choices for our clients, across all areas of financial advice including superannuation, investing or life insurance and income protection.
The business was founded by Steve Greatrex in 2009. In January 2013 his wife, Glenys Cook joined Wealth On Track, also as a Financial Planner. Wealth On Track is focused on guiding our clients to a more prosperous future and protecting them along the way.
Steve is South Australian born but left South Australia when he was seven. Like many South Australian families, his Dad moved interstate for work. Steve and Glenys worked for six years based in Orange in Central New South Wales. They built a successful Financial Planning business there for a Big Four bank, but decided to make the move to Adelaide for lifestyle reasons.