Your Financial Goal
Planning Toolkit

Review today's finances, forecast your wealth and shape your future.

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Start your own financial plan

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.

Emergency Fund
Target Goal

Calculate your required emergency fund so you’re protected from unforeseen events.

Personal Insurance
Gap Analysis

Review your work/personal policies to make sure you are covered against major illnesses, accidents or death.

Review Outgoings
Invest In Your Future

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.

Wealth Forecasts
Shape Your Goals

Project your financial position. Knowing where you could be 5, 10, 15 years from now will enable you to make smarter choices today.

That's just the start

Become an early adopter

What our customers think

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.

Luke Hughes | Founder

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.

Paul Lin | Business Owner

Simple pricing. Get your money sorted.

Invest for your future, save for a disaster. That simple.

Early Adopters


All tools provided in the standard account will be free forever for early adopters.

Debt Calculator

Net Worth Tracker

Retirement Calculator

Goal Calculator

Emergency Fund Analysis

Get Early Access
Premium - Dedicated Expert
Pricing Per Household


We offer a 20% discount on annual plans because we see greater customer engagement and results.

Tailored financial guidance

Actionable plans

Your dedicated expert

On-demand support

Expert 1-2-1s, every quarter

Free 15 Minute Consultation

Premium Subscriptions includes all of these powerful features.

New features and services coming soon.

24/6 Customer Support

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!

Financial Experts On Tap

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.

Steer Smart Models

Take full advantage of insights from our tailor-made financial models, regularly updated to keep pace with real life.

We Have Big Plans

Heavily influenced by our customers, we’re developing innovative tools and services to make financial planning fit seamlessly with your lifestyle.

Money Back Guarantee

Stretch Savings. Optimise Income.

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.

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