Steer Wealth

Planning for what matters most to you

Financial Advice that’s personal, practical, and built around your goals, no matter what stage of life you’re at.

Why Steer Wealth?

Because we put you at the centre of everything we do. We believe financial advice should be clear, personal, and practical, helping you make confident decisions today while building a stronger tomorrow. With Steer Wealth, you gain a trusted partner for every stage of life.

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Years of Experience

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Valued Clients

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Years Servicing Moreton Bay

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Our services

From investments and superannuation to insurance and retirement planning, we offer advice that adapts to your needs. Our services are designed to meet you where you are today and take you where you want to be tomorrow.

Financial Advice

Plan for what matters most to you

We believe great financial advice is about more than numbers — it’s about understanding your ambitions, values, and dreams, and building a clear road map to help you reach them.

We work closely with you to develop a holistic, tailored strategy designed to align your wealth with your lifestyle goals, career aspirations, and long-term vision.

From the very beginning, our focus is on gaining a deep understanding of what’s most important to you — so that together, we can chart a course toward your ideal future. Through every stage of life, we’re here to help you build, protect, and manage your wealth, while ensuring your journey is guided by clarity, confidence, and purpose.

Superannuation & Investments

Small steps today, big rewards tomorrow.

We believe great retirement planning is about more than simply saving — it’s about building a tailored roadmap that aligns your wealth with your lifestyle ambitions.

By maximising the opportunities within superannuation, we help you reduce your tax liability, boost your financial position, and set the foundation for a secure and fulfilling future.

From our first meeting, we take the time to understand your position, lifestyle, health, and aspirations. Together, we define meaningful objectives and create a personalised strategy that suits your needs — not just a standard age-based investment model. Life can take you in many directions, but with a clear strategy and the right partner, reaching your destination becomes easier. You’ve worked hard for your money — now let’s create a roadmap that helps your money work just as hard for you.

Wealth Protection

Protect what matters most to you

We help you protect what matters most — your family, your lifestyle, and your financial security.

Through tailored, cost-effective insurance strategies, we ensure you’re prepared for the unforeseen, giving you the confidence to live the life you love without fear of the unknown. Whether it’s illness, accident, or loss, the right cover lets you meet your financial commitments and continue toward your goals, even during life’s most difficult moments. Your insurance needs are as unique as your financial journey.

We work closely with you to assess your current position, your future ambitions, and your cash flow and tax considerations, crafting protection that supports your broader wealth strategy. With the right protection in place, you can move forward confidently, knowing that whatever lies ahead, you and your loved ones are secure.

Estate Planning

Let your legacy clear the path for generations to come

We help you create a clear, strategic roadmap to ensure your wealth, business, or superannuation fund is passed on exactly as you intend.

Effective estate and succession planning considers more than just who inherits your assets — it also protects your beneficiaries through tax minimisation, transfer strategies, and asset preservation, giving you peace of mind about your family’s future.

Whether it’s setting up or updating your Will, establishing a testamentary trust, nominating guardianship for your children, or creating enduring powers of attorney, we guide you through every important step — ensuring your plans are structured, strategic, and aligned with your wishes.As life evolves, so too should your plans.

Our comprehensive estate and succession advice ensures your legacy adapts to your changing circumstances over time. With the right roadmap in place, you can move forward with clarity and confidence — knowing your wealth and your loved ones are protected for generations to come.

Our Process

We take the time to understand your story, your values, and your goals. Our process is simple, transparent, and collaborative, giving you clarity at every step. From discovery to tailored strategies, we guide you with confidence so you can move forward with purpose.

Have a question?

Initial Meeting

Arrange a meeting so we can work with you to establish your goals, determine what services we can assist you with and gather the relevant details.

Strategy Development

We conduct research and identify strategies that will put you in a better position to reach your goals.

Advice

We will present and explain the advice to you, answer any questions you may have and agree on how to proceed.

Implementation

Once you’ve agreed to proceed, we will implement the advice according to the strategy and get your money working harder for you.

Review

We review the strategy with you on a regular basis to ensure it remains in line with your goals and objectives and adjust when necessary.

Insurance providers

Superannuation & Investment Platforms

What our clients say

“Alex is a true professional and a fantastic Financial Planner. He goes above and beyond for his clients to achieve results. A very transparent, friendly and approachable person. Highly Recommended!!”

John H.

“It is without hesitation I recommend Steer Wealth Management to anyone who is looking for a company to manage their Investments. My superannuation has turned from a stagnant fund during strong market conditions, into a high yield fund with outstanding returns in difficult times.”

Kevin G

“I’ve been working with Alex for years now. He was able to help me clear off my debt, increase my income, lower my taxes and get me access to the Age Pension when I thought I never had a chance. Because of him I was able to retire early and spend more time doing what I love with my family. I never could have done it without his help. Thank you.”

Mary C.

“I’m so grateful to have Alex & Dayna managing everything — it’s been such a hectic time, and knowing they’re in control, gives me so much peace of mind. I feel reassured knowing I now have the right policies in place, my Will has been updated and my investments are in good hands. Alex’s advice and support has been invaluable. Thank you, Alex!”

Yvonne M.

“Alex and the team at Steer Wealth have been incredible. They explained everything in plain language, took the time to understand our goals, and gave us the confidence to move forward with our financial plans.”

Sarah M.

“Professional, approachable, and genuinely invested in our future. I feel reassured knowing Alex is helping us navigate both our super and insurance strategies with care.”

David R.

“From our very first meeting, Alex made us feel at ease. His advice has already made a real difference for our family, and I wouldn’t hesitate to recommend him to friends and colleagues.”

Emily T.

“Thanks to Alex and his team, I was able to retire early with peace of mind. They handled the entire pension process and secured me the full pension, making retirement stress-free.”

Gary S.

“When life took an unexpected turn, the insurance Alex recommended was there for me. The claim was smooth, and the payout gave me security when I needed it most.”

Jenna T.

Our Team

We’re more than financial advisers, we’re partners in your journey. Our team combines expertise with genuine care, ensuring you receive advice that’s not only professional but also personal. With Steer Wealth, you’ll always feel supported by people who put your best interests first.

Alex Steer

Director, Financial Advisor, (Grad. Dip FP)

With over 18 years of experience in the financial services industry, Alex brings a global perspective and a deeply personal approach to financial advice. Having worked in major markets including New York, Los Angeles, Sydney, and Brisbane with institutions such as JP Morgan & Chase, AMP, and Yellow Brick Road, Alex combines international expertise with local insight to deliver tailored strategies that help clients achieve their goals.

Now at the helm of his own practice, Alex is passionate about helping individuals and families build a clear, confident path to financial freedom. Whether it’s navigating investments, superannuation, or wealth protection, he thrives on creating practical road maps that empower his clients to move forward with purpose.

When he’s not working on financial strategies, you’ll likely find Alex watching a Manchester United match or enjoying time by the beach with his family.

Education & Qualifications:

Graduate Diploma of Financial Planning
Margin Lending and Geared Investments
SMSF Specialist
FASEA Certified

Dayna Burlee

Practice Manager

Dayna brings over 8 years of experience in the Financial Services industry and more than a decade in management roles. Originally from New York, she began her career in banking and lending before relocating to Brisbane, Queensland, where she worked with organisations such as BT Financial. 

Known for her keen attention to detail and client-focused approach, Dayna is committed to delivering exceptional value and service in every interaction. Outside of work, she enjoys spending time with her family and children, walking her dogs, and making the most of the outdoors—especially at the beach.  

Education & Qualifications: 

Bachelor of Science- Elmira College, New York
Diploma of Financial Services (Financial Planning-RG146)
Diploma of Business
Cert III in Business
Cert IV in General Insurance

FAQs

Don't see your question?

Why should I work with a financial advisor?

Working with a financial advisor helps you create a clear plan for your future, stay on track toward your goals, and avoid costly mistakes. We provide advice tailored to your unique circumstances, not a one-size-fits-all solution.

What if I already have investments or insurance in place?

That’s perfectly fine. We can review your existing investments, superannuation, and insurance policies to make sure they are still appropriate for your goals and needs. Where it makes sense, we’ll work with what you already have and recommend changes only if they genuinely improve your position.

How much do you charge for your services?

Our fees are always explained upfront — no hidden costs. Depending on your needs, we may charge a flat fee, an ongoing service fee, or a one-off advice fee. We believe in complete transparency.

How often will I hear from you once we start working together?

We schedule regular reviews (usually annually) to keep your strategy up to date. However, you are welcome to reach out to us at any time, we are here to support you whenever you need.

What if my situation changes after I receive advice?

Life happens and we do our best to plan for it. If your situation changes (new job, inheritance, illness, family changes), we can review and adjust your plan to ensure it remains aligned with your goals.

Is my money safe with you?

We do not hold or invest your money directly. Your investments are held securely with reputable platforms and institutions. We act as your strategic adviser, guiding your decisions with care and expertise.

I have default insurance in my Super Fund. Do I still need Personal Insurance?

Default insurance through your super may seem convenient, but it comes with major limitations, including no trauma cover, reduced income protection periods, and stricter claim conditions due to being underwritten at claim time, not up front. The cover often decreases over time, doesn’t include valuable features like TPD–Own Occupation, and can be changed at any time by the fund trustee. In our experience, we often find we can secure cover with more features, greater flexibility, and stronger protection, for less than what you’re currently paying for your default insurance.

How much does it cost to buy Personal Insurance in Australia?

This will differ from person to person as there are several factors that determine the cost of your insurance premiums, including: the amount insured, age, gender, occupation, premium structure, which features are selected, whether you smoke, whether there are any existing health risks.

How do I get started?

It’s simple. We offer an initial consultation, no obligation, no cost where we’ll get to know you, discuss your goals, and explain how we can help. From there, we’ll map out the best next steps for you.

Secure the tomorrow you're planning for, today.

NO OBLIGATION.
NO FEE. JUST CLARITY.

Want to see what working together would look like? Book your complimentary discovery call or book your complimentary consultation today.