Steer Wealth Management Pty Ltd
91 Landsborough Avenue, Scarborough QLD, Australia
91 Landsborough Avenue, Scarborough QLD, Australia
We work in unison with our clients over the long term to offer a unique and personalised experienced that’s tailored to our clients’ needs and goals and help coach them back on track when life gets challenging.
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Our global experience in finance affords us the ability to often consider outcomes of investments that many practices lack.
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What do you love most about your job?
I love that I'm able to meet so many people from different avenues of life and my career allows me to gain an intimate understanding of what my clients would like to achieve, then assess a clients' scenario and develop a road map to help them reach their goals.
What inspired you to start your own business?
When working for previous companies the products I was able to offer my clients were limited. Now that I have my own business I can offer an extensive Approved Product List, making it much easier to tailor strategies to clients' needs.
Why should our clients choose you?
We're a local family focused business with a lot of experience to offer our clients. We've worked hard over the years to surround ourselves with a supporting cast of experts in the industry that we can lean on to help provide the best possible strategies to meet the needs of our clients, no matter what walk of life they come from.
Can you provide your services online or remotely? If so, please add details.
Yes- we are more than happy to meet with our clients via Zoom, in one of our convenient locations or in the comfort of their own home. We're happy to work around whatever works best for our clients.
What changes have you made to keep your customers safe from Covid-19?
Since COVID-19, we began to work more remotely via zoom meetings with our clients. This has turned out to be a blessing in disguise because we can easily share information with potential clients so they have the best understanding of the services we provide before deciding to proceed with us. We also have the option to use digital signature software now to make the application process much more user-friendly for clients.
Retirement Planning
Investment Property
Superannuation
Insurance and Risk
Pre-Retirement Planning
Tax Strategies
Investments
Debt Management
