top of page

Financial Planning 101:

Financial Planning Explained

In order to grasp the breadth and depth of what a financial planner brings to each meeting, it's important to have an understanding of how financial planning works.

​

The many facets of financial planning can be complex and time consuming to explain. This short video will help you understand that there are many different strategies that a financial planner needs to consider and re-consider at every meeting.

The Importance of Insurance

​

​

Implementing appropriate levels of life insurance can be one of the most important things that an adviser can do for their clients to ensure they can maintain their lifestyle and provide for their loved ones even when times get tough.

​

This short video is designed to explain not only the importance of life insurance but how it integrates with all the other aspects of financial planning.

The Importance of a Review

Ongoing reviews are an integral part of any good financial Strategy.  Life changes and you need to be adjust your strategy to remain on course to reaching your destination.

​

This short video will help you understand that every year, many constantly changing factors can impact your financial plan.

 

A qualified adviser has the knowledge and skills to react to these changes and keep you on track to achieving your goals.

Premium Advisory (2).webp

​

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

TPB landscape_white_25573266.png
AIOFP Logo 2.png

Locations

E: support@steerwealth.com.au

 

M: 0400 441 865

By appointment only:

​

Scarborough Office:

Level 1, Unit 4 

91 Landsborough Ave.

Scarborough QLD 4020

​

Brisbane Office:

138 Juliette Street,

Greenslopes QLD 4120

contact us

Financial Service Guide & Privacy Policy | Adviser Profile

Copyright © 2021 Steer Wealth Management

bottom of page