Welcome to Ontrak Financial Planning

My aim is to help you align your money to what is really important to you, and to give you peace of mind and clarity over your financial future.

What sets Ontrak apart?

Ontrak is different from most advisory firms for one simple reason: the focus is on what you want out of your life, not on selling financial products. This involves connecting all aspects of your financial affairs to help you achieve and, most importantly, maintain the lifestyle you want.

How much do you need to enjoy life today and for the rest of your life?

Getting the balance right between enjoying the here and now and ensuring you don’t outlive your money is no easy task. Ontrak will help you to plan, organise and structure your financial affairs so you have the clarity and confidence to live the best life possible with the money you have.

Is Ontrak right for you?

“Working with Andrew has bought a real sense of organisation and planning to our financial future. Rather than simply suggesting products for us to buy Andrew has made us think about how we see our future, and suggested the best options to help us achieve our goals. Whether that's simplifying our arrangements, de-risking or the most appropriate ways to invest, his approach has always been to make recommendations based on what is best for us. Over the years that we have worked with him our confidence that we are making the most appropriate decisions has grown; and the regular review process enables us to tweak arrangements to ensure they remain the best choice for our current circumstances. We would highly recommend his financial planning services.”

Dave & Amanda Perry