Welcome to Wealthtrak Financial Solutions

The Wealthtrak Way

• We are here to help you not sell you
• The marketing and delivery of exceptional 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 satisfied with your service? 

A: Wealthtrak wants to develop clients for life. We also want the referrals of your friends and neighbours. 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: Are your representatives licenced?

A: It is a requirement that all financial advisers are registed with ASIC and complete Professional Development training on a regular basis throughout the year. This also a requirement of WealthtrakFS's authority with Guardian Financial Planning.

Q: What products do you use?

A: Guardianfp.Ltd have arrangements in place with life insurance companies in Australia. As a result we have access to a large range of products. Some of the products we use are term insurance, total and peramanent disability insurance [TPD], Trauma or Critical Illness insurance, income protection insurance, business expense insurance, risk under superannuation. Use our term life insurance calculator and request a quote.

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.