About Us

Wealthtrac has been operating for over 15 years developing and distributing wealth products for the self-licensed dealer market.

Wealthtrac Wrap and SMSF products are designed by Wealthtrac and our dealer clients. We partner with leading platform and service providers to deliver best in class services for our adviser network.

Wealthtrac is privately owned by the Directors and advisers, we have no institutional shareholders.

We encourage adviser shareholding in Wealthtrac, as it enables us to align the business with the growing self-licensed market.

Wealthtrac is unique, our relationship with advisers is a partnership so we place great emphasis on communication and working together, to provide quality products and the finest training and support services.