At On Track Wealth Services, we provide tailored financial advice to educate, empower and ensure our clients are 'on track' to achieving their financial goals.
At On Track Wealth Services, we provide a unique advisory service that aims to educate and empower our clients to ensure that they are ‘ON TRACK ‘ to achieving their financial goals. Our services provide a range of wealth advice and assistance to help our clients grow, manage and protect their wealth.
A bit about the founder…
Mikel Guyetsky began his career in the financial services industry as an Authorized Representative of Genesys Wealth Advisors. Upon acquiring quality experience at Genesys Wealth Advisors Mikel decided to take the leap to go out and start his own financial advisory firm. Mikel prides himself on providing extraordinary client service and in turn, providing his clients confidence that their financial affairs are in order and properly managed. His ability to relieve his clients of financial pressure and liberate them with motivation to achieve their potential is what makes him a sought after advisor. Mikel takes the time to work closely with his clients to ensure they completely understand the complexities of their financial affairs, empowering them to become more astute investors and in turn actively grow their wealth.
Our financial planners provide advice with the highest level of independence and certainty. Our dedicated team designs, implements and oversees client strategies to ensure our client’s wealth is ‘On Track’ to achieve their financial goals.
We achieve this by obtaining a deep understanding of ‘WHO’ our clients are and ‘WHAT’ our clients want to achieve- personally and financially.
We stand by our platform of ‘advisor for life’ and strive to continually provide value-adding services to our clients; via the use of ‘state of the art’ technology and our dedication to personalised client care.
Our team of advisers specialise in different fields of interest. Their areas of expertise include:
• Wealth Creation Strategies
• Active Portfolio Management including Asset Allocation and Asset Protection
• Strategic Financial Advise
• Cash flow planning
• Budgeting Strategies
• Debt reduction strategies
• Taxation planning
• Risk management and Insurance
• Retirement planning
• Superannuation Strategies
• Self Managed Superannuation Fund Advice
• Estate Planning
• Succession Planning
We also offer access to other areas of specialist advice through our extensive network of contacts.
You can also find more information about our founder, our team and our services on our website www.ontrackws.com.au
- Category:
- Bank/financial services