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ABOUT 
Steer wealth Management

Steer Wealth Management is a boutique Financial Advisory firm, located in beautiful North Lakes QLD.  We have a strong relationship with our local Moreton Bay community, but we also cater to clients located in Brisbane, Gold Coast, Sunshine Coast, north/ rural QLD, New South Wales and Victoria.   

 

We believe a healthy relationship with ones' finances can have a positive flow-on effect with our health and wellbeing as well as our relationships with others.  We understand that even the best financial strategies don't always go to plan.  Which is why we offer holistic advice to ensure that even the best of plan has an added layer of security for peace of mind.

Life is a journey that can take you in many directions. Time flies at times, so it's important to set goals, to ensure you're getting what you want out of life. We work with our clients to realize what they want in their lives and then help plot a road map for them to reach their destination. 

 

Please call us today and find out what tomorrow has in store for you.

Image by Richard Eddy
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Image by Richard Eddy

meet the team

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ALEX STEER

Director, Financial Advisor 
(Grad Dip FP)

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DAYNA BURLEE

Practice Manager

Testimonials

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"It is without hesitation I recommend Steer Wealth Management to anyone who is looking for a company to manage their super fund.  My superannuation has turned from a stagnant fund during strong market conditions, into a high yield fund with outstanding returns in difficult times."

 

Kevin G.

Contact us

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