Superannuation:
Are you on track?
We understand how many different directions life can take you in. Reaching your destination is easier with a little help along the way. When you meet with us, we'll take the time to get to know you and understand your position and goals before making any recommendations. We assist with helping you set relevant objectives and help keep you focused on your targets along the journey
Develop a Road Map
There's nothing worse than being thrown into an investment that makes blanket assumptions for you, simply based on your age. At Steer Wealth Management we never take a one size fits all approach. We understand our clients are unique and what works for one person may not work for another.
We work intimately with our clients to understand how much risk they are willing to take. Without taking on any unwanted risk, we develop a strategy that fits in with your tolerance to risk and puts you on track to reaching your goals.
We partner with you to assess your financial position, lifestyle, overall health and goals. These serve as markers as we develop a road map to help you reach your destination.
Search for lost Super
The Australian National average tenure in a job is 3.3 years. The average Australian will have 17 different employers over the course of their working life.
This means you could have multiple super funds from different employers at any given time. Each with some amount of insurance and it's own set of fees.
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The fees from each fund and the insurances eat away at your balance over time, leaving you with less to retire with. It can also be time consuming and very costly to manage when claiming on the superannuation of a deceased loved one.
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Let us help you find all of your super and develop an easy to manage strategy that suits your needs.
Consolidate your funds
There are only a few scenarios where having multiple superannuation funds is beneficial to our clients. For most of us, having multiple funds means paying an extra set of member fees, having multiple insurance policies and managing various investments.
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We can help simplify your investments and insurances by consolidating your funds into one easy to manage solution that is managed by us. Saving you time and money and the headache of dealing with multiple insurance providers in the event of an insurance claim.
Find the right solution for you
We can easily cater to those who prefer a simple approach towards investing and for those who prefer a more tailored and sophisticated approach we have some of the the most competitive privately managed portfolios available.
Through a combination of competitive Fund Managers, ETFs and Direct Shares, we're able to build a portfolio tailored to your financial position and stage in life. Through this type of strategy we can reduce the amount of tax you pay when you begin to draw down your superannuation.