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Tailored Financial Planning for Health and Allied Services

Empowering Disability Carers, Aged Carers, and Nurses

Our Commitment to Your Financial Success

Steering Wealth is committed to empowering you with the knowledge, tools, and support needed to achieve your financial goals. Our personalised financial plans are designed to cater to the distinct requirements of disability carers, aged carers, and nurses, ensuring you can focus on what you do best—caring for others—while we take care of your financial well-being.

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Contact us today to schedule a consultation and discover how Steering Wealth can help you steer your financial future with confidence and success.

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If you are not ready to book a free initial consultation, feel free to sign up to our mailing list where we provide regular updates on a number of different financial topics that you could benefit from

Steering Wealth is a dedicated Australian financial planning practice that focuses on the unique financial needs of young Australians in their 20s and 30s, with a specialised expertise in serving professionals in Health and Allied Services. Our mission is to provide personalised financial guidance to help you navigate your financial future with confidence and clarity.

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Why Financial Advice is Crucial for Health and Allied Services Professionals

As a professional in Health and Allied Services, such as disability carers, aged carers, and nurses, you play a crucial role in society, often putting others' needs before your own. While your dedication to caring for others is invaluable, it is equally important to take care of your financial well-being. Here’s why seeking financial advice is essential:

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  • Complex Financial Landscape: The financial landscape can be complex, with various obligations and opportunities that require expert guidance. Financial planning helps you understand and navigate these complexities efficiently.

  • Unique Tax Advantages: Health and Allied Services professionals often have access to specific tax benefits and deductions. We can help you maximise these advantages, ensuring you keep more of your hard-earned money.

  • Insurance Needs: Your profession comes with unique risks and responsibilities that make it difficult to get comprehensive insurance. We have the experience needed to ensure that you can get proper insurance coverage that is essential to protect you and your loved ones.

  • Superannuation Challenges: Building a substantial superannuation can be challenging due to varying income levels and career breaks. We provide strategies to help you effectively grow your superannuation and secure your retirement.

  • Loan Accessibility: Securing loans can be difficult with fluctuating incomes and different job types. We can assist in presenting your financial profile in the best possible light to improve your chances of loan approval.

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IMPORTANT:     This Website consists of general and factual information only. Its contents cannot be substituted for professional financial advice. Why? Because the information does not take into account your individual objectives, financial situation or needs.

It is strongly recommended that you do not act on any information contained before seeking personalised advice from a licensed financial adviser. We are suitably qualified to discuss everything covered in this website and encourage you to contact us if you have questions.

Always remember, before you invest in any financial product you should obtain, read and understand the related Product Disclosure Statement and determine if it is suitable for your personal situation.

© 2025 Steering Wealth

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