Our dashboard enables you to track your finances, assets and policies. We give you a 360° view of your wealth today and further insights showing you where you’ll be in the future.
Net Worth Tracker
Track your net worth with a clear view of your assets and liabilities in one secure place.
Forecast your wealth over time, make smarter choices with your money.
Personal Wealth Storage
Store key information on assets and polices, securely.
We let the numbers do the talking so you know where you’re heading
Time is precious, our experts help you to navigate any personal financial situation or goal
That doesn’t mean ‘get rich’, it means having full control and we support you.
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.
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
Peace of mind, priceless.
You’re paired with an experienced financial professional.
We are fiduciaries, that means you pay us directly and we act in your best interests.
Your expert gets to know you and your finances to tailor a strategy to your lifestyle.
Money and life are never straightforward, chat with us day or night, we fit around you.
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!
Take full advantage of insights from our tailor-made financial models, regularly updated to keep pace with real life.
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
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.Speak to us