Guiding Young Australians Towards Financial Success
ABOUT US
Welcome to Steering Wealth, a pioneering remote financial planning firm dedicated to serving young Australians in their 20s and 30s.
Our mission is simple: to provide specialised financial planning services that cater to the unique needs and aspirations of the younger generation.
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Steering Wealth was founded by Wesley Steer, a young experienced financial planner with a passion for helping others achieve their financial goals.
Wesley noticed a significant gap in the financial planning industry: most practices catered to older, wealthier clients, leaving many young Australians without the support they need. Determined to make a difference, Wesley established Steering Wealth to focus exclusively on the financial well-being of the younger generation.
OUR MISSION
At Steering Wealth, we believe that financial planning is not just for the wealthy and established. We understand that young Australians face distinct financial challenges and opportunities that require tailored advice and guidance. Our mission is to empower young people to take control of their financial futures and navigate the complexities of money management with confidence.
WHY CHOOSE US
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Exclusively for Young Australians: We specialise in understanding the financial landscape for those in their 20s and 30s, offering advice that is relevant and actionable.
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Remote Services: Our remote practice allows us to connect with clients across Australia, providing flexible and accessible financial planning services no matter where you are.
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Unique Operating Hours: Because the practice is based remotely, we are able to offer operating hours in the evening that can cater to young Australians that cannot get time off work
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Personalised Approach: We take the time to understand your unique financial situation, goals, and dreams, crafting a customised plan to help you succeed.
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Comprehensive Planning: From budgeting and saving to investing and retirement planning, we cover all aspects of financial planning to ensure you have a solid foundation for the future.
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Educational Focus: We believe in empowering our clients with knowledge. Through eBooks, articles, newsletters and one-on-one sessions, we make financial education a core part of our service.
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