Entrepreneurs have unique financial needs and hurdles to overcome. We take the pressure off, pairing you with your own financial expert.
We get to know you, your finances, and your business. We filter your information through our smart models so we can build your powerful personal finance strategies.
On-demand support, whenever, wherever.
24/7 support via WhatsApp, Zoom - you’ll never be alone with a financial decision again.Free 15 Minute Consultation
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.
Tailored financial guidance
Your own 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.
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