Paying for financial planning is not on most people's radar, but even fewer people have the level of wealth required to get a meeting with a financial advisor.
We’re changing that. WealthSteer enables anyone to analyse the key areas of their personal finances.
Calculate your required emergency fund so you’re protected from unforeseen events.
Review your work/personal policies to make sure you are covered against major illnesses, accidents or death.
Most focus on the short-term, understandably. WealthSteer allows you to calculate how much you’re putting away for your financial future so you can strike a balance.
Project your financial position. Knowing where you could be 5, 10, 15 years from now will enable you to make smarter choices today.
I was referred to Steer from a reliable source. This has revolutionised how I have been "saving" my money and I now have actionable plans in place of easy to implement tasks to make the most out of my finances. Support has been very impressive and I am looking forward to the next 12 months.
Steer have supported me in setting up a financial structure for when wages enter my account. Coaching over Zoom and WhatsApp is perfect. I am learning through the process with advice that’s available online, when I need that experienced person to actually talk too before seeing it through, Steer are there.
Invest for your future, save for a disaster. That simple.
All tools provided in the standard account will be free forever for early adopters.
Net Worth Tracker
Emergency Fund Analysis
We offer a 20% discount on annual plans because we see greater customer engagement and results.
Tailored financial guidance
Your dedicated expert
Expert 1-2-1s, every quarter
New features and services coming soon.
Got a question, concern or feedback? Our experts are just a quick message away (chat, email, WhatsApp) 24 hours a day, Monday to Friday...and Saturday until noon!
Changes to personal finances happens all the time, often out of the blue and beyond our control. Our experts guide you through those changes, no matter how big or small.
Take full advantage of insights from our tailor-made financial models, regularly updated to keep pace with real life.
Heavily influenced by our customers, we’re developing innovative tools and services to make financial planning fit seamlessly with your lifestyle.
Financial happiness guaranteed. After 30-days, if you don't feel happier about your money, we will give you a full refund. No questions asked.Sign Up For Free