Wealthtrak Financial Solutions - Perth Western Australia - Wealthtrak Financial Solutions Perth Western Australia

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 (Dip FS)

Wealthtrak Financial Solutions is a 100% Western Australian Owned Financial Services business committed to providing our clients with the very best in service and integrity. 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

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 be 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.