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CLIENT TOOLS

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Take our ‘5 Minute Financial Health Check’ for a quick guide to your current financial condition (New and Current Clients)

5 Minute Financial Health Check

Goals Questionnaire

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Goal Setting 1.jpeg

Setting Goals is an important part of any Financial Plan, they make it easier to make sacrifices or stick to a budget by keeping us focused on the long-term outcome we are striving for. (New and Current Clients)

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Steer Wealth Management Pty Ltd

(ABN: 51 635 878 447) is a Corporate Authorised Representative (CAR No. 001284031)

of Premium Advisory Pty Ltd  (AFSL No. 472548) which holds an Australian Financial Services Licence.

 

Any information or advice contained on this website is general in nature only and does not constitute personal or investment advice.

 

We will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from the use of or reliance on such information.

 

You should seek independent financial advice prior to acquiring a financial product. All securities and financial products such as derivatives or instruments transactions involve risks.

 

Please remember that past performance results are not necessarily indicative of future results.

Hours of operation 

Mon-Thu: 9AM to 5PM

Friday: 9AM to 4PM

Sat-Sun: By Appointment only

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Locations

E: support@steerwealth.com.au

 

M: 0400 441 865

By appointment only:

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Scarborough Office:

Level 1, Unit 4 

91 Landsborough Ave.

Scarborough QLD 4020

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Brisbane Office:

138 Juliette Street,

Greenslopes QLD 4120

contact us

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Copyright © 2021 Steer Wealth Management

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