Who We Are
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Our Mission
At Track Financial, our mission is to help people live their lives free from financial strain and build their wealth steadily over time.
We create simple, elegant financial solutions, offering expert advice and guidance for everyday Australians. This allows them to achieve their financial goals faster and cultivate the lifestyle they really want.
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01/ 25+ Years Experience
We have built a solid reputation in the industry spanning the last 25 years. Today, our passion and expertise allow us to help you reach your financial goals in the best way possible.
02/ Family Owned & Operated
Track Financial is proudly family-owned and operated, leaving us highly resilient. We have strong incentives to succeed by helping the generations to come.
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03/ Holistic and long-term approach
We’re here for the long haul, offering you lifetime mortgage advice after you settle. We take a holistic approach to finance so we can create a comprehensive long-term financial strategy for you and your family.
04/ Tailored solutions
As a family-owned company, we treat you like one of our family, too. We’ll create personalised solutions to suit your lifestyle and your goals.
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05/ Simplifying a complex process
The finance industry tends to be overly complicated. We streamline complex processes, turning them into simple steps that you can easily follow.
06/ Conscientious communicators who speak your language
We’re here to listen. We’ll break things down in easy-to-understand terms and offer straightforward advice.
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07/ We can work with over 50 potential lenders
Over the last 25 years, we have carefully cultivated our professional network. Today we work with a selection of the best lenders in the industry. We have access to a broad network of lenders for various circumstances. giving you endless options when it comes time to buy your next property.
A Nod To Our Founder
Although he began as an electrical engineer working on the railways with the NSW Public Transport Commission, Bill had been involved in property and passionate about helping people for over 40 years. He had purchased his first property at just 18 years of age and continued to take an interest in the industry.
It was Bill’s work with railways both in Australia and abroad over the years that gave Track Financial its name. Today, the company continues to embrace this name by helping clients keep their finances on track.
After realising that one of the major obstacles property investors faced was access to finance, the next logical step for Bill was to officially embrace property finance and property investment. Once he had built up his knowledge, Bill started to work as a mortgage broker in 1998, finding that the acquisition of the right finance coincided perfectly with his love for property investment. Bill voraciously sought and achieved the necessary finance qualifications and experience required to be able to advise his clients in a professional capacity.
It was a heart attack that finally slowed Bill down, just one day after his 65th birthday. Thankfully, he was saved by emergency surgery in Sydney’s Royal North Shore hospital and was able to retire in good health. By this stage, he had already been working one-on-one with Ben for many years and could hand over the reins of Track Financial with confidence. Bill has since moved to the Hunter Valley, where he spends his time playing cricket for various over 60’s and over 70’s NSW and Hunter Valley cricket teams.
Track Financial Today
Ben Schafer followed in his father’s footsteps, starting with Track Financial in late 2005 and taking over the company following Bill’s retirement in 2017. Bill passed on his wealth of experience to his son, who has shared a love of property investment and finance from a very early age. Ben further enhanced his abilities by adding formal qualifications in mortgage broking, financial planning, and an MBA and master’s degree in Property and Development.
It was Ben’s fierce passion to help people by explaining the correlation between property and economics in such great detail that drove Track Financial to grow so rapidly. He has the ability to break difficult concepts down into easy-to-understand terms, which helps him assist clients from all walks of life.
Today, Ben has almost 20 years of real-world industry experience helping clients grow their property portfolios. He has used this expertise to grow the Track Financial team from the ground up. Together, the team has over 50 years of combined experience.
Ben continues to share his extensive knowledge with his clients and the rest of the team. With Ben at the helm, Track Financial has shown countless clients how to build wealth and achieve their financial goals faster.
Discover Simple Financial Solutions That Work For You
Track Financial is an independent company passionate about providing simple, elegant financial solutions. We’re all about offering personalised financial services that actually work for your lifestyle.
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