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Welcome to Wealthtrak Financial Solutions

 We use many different products - term insurance, total and permanent disability, income protection, trauma insurance - use our term life insuranc calculator -image

More About
Simon Smith

Wealthtrak Financial Solutions is a 100% Western Australian Owned business. We are a mission driven business. 

Wealthtrak FS Mission Statement:

"To enhance the lives of those we touch empowering them to reach their goals"

While this may not mean much to you now after you experience our ongoing education and service standards you will come to appreciate our commitment to you reaching your goals.



The Wealthtrak Way

  • We are here to help you not sell you life insurance products
  • The marketing and delivery of exceptional life insurance products tailored to your situation has been the key to our success
  • All parties must benefit - win win win for all concerned

 

Wealthtrak Financial Solutions Q & A

Q: How do I know I will be satisfied with your service? 

A: Wealthtrak wants to develop relationships for life. If at anytime you feel we are not doing all that we can we want to know. If you have concerns or suggestions please contact us.

Q: Do you have a System?

A: Yes Wealthtrak FS has a system. We call it the "3 P's". You can view our "3 P's" system in more detail here