To grow and secure your wealth, you need an experienced advisor who listens.
We work with you through all your stages of life to understand your objectives and create tailored strategies to help achieve your goals.
Trust
Your story is unique and we know, that to help you secure and grow your wealth, you need an advisor who will take that time to get to know you, your values, and your goals, so we can design a financial strategy that aligns with you and your life.
We build lasting relationships with our clients and are here to work with you through life’s surprises.
Value
When you choose Matthews Steer to secure your personal future you get more than just an advisor. Our team adopt a holistic approach to your personal wealth, from accumulation to retirement, and we have the experience and expertise within our business to support you with everything from growing your family business, to succession planning and exit strategies.
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You also get access to the network we have been building for more than 30 years. Our strong community ties and business relationships allow us to connect you to the right people.
Expertise
Our wealth advisory team has a diverse range of backgrounds and experience that allows them to have a deeper understanding of your circumstances and design the right strategy for you.
We take the time to get to you know you - your circumstances, values and preferences, and where you want to be - to set out a financial strategy that is right for you.
We make the complex simple, with advice designed to improve your financial situation, establish financial security for you and your family, and help you to stay on track through life’s developments.
Stories in Numbers
The numbers are only the beginning.
We look at what you have, where you’re at and where you want to be to determine the right strategy that sets you up to enjoy the fruits of your labour in the next stage of your story.
One of our experienced financial advisors will be with you every step of the way.
- Wealth creation strategies
- Superannuation and Self Managed Super Funds (SMSF)
- Family office
- Portfolio construction
- Investment advice
- Insurance advice
- Risk management
- Estate planning
- Aged care planning
- Trustee services
Because real stories count
hear what our clients have to say
With more than 30 years in business, we’ve achieved incredible results.
With more than 30 years in business, we’ve achieved incredible results.
Meet James
His story was her goal to get her business to a 6 figure entity.
We have specialist expertise over a range of client industries...
Transport & logistics
Caravans
Civil construction
Manufacturing
Waste & energy
Family business
Innovative start-ups
Professional services
Technology
Property & development
Labour hire
Health
Matthews Steer Pty Ltd is a Corporate Authorised Representative of Personal Financial Services Limited. ABN 26 098 725 145, AFS Licence No. 234459, Aurora Place, Level 10, 88 Phillip Street, Sydney NSW 2000.
Personal Financial Services Privacy Policy
The information in the Matthew Steer website is of a general nature only. It does not take into account your personal objectives, financial situation or needs. The information on this website does not constitute financial, investment or taxation advice and should not be relied on as such.
Before making any decisions involving financial products or services, you should read the relevant Financial Services Guide (FSG) and any applicable Product Disclosure Statement (PDS) before making any decision. We also recommend that you seek independent professional advice as to the suitability of the products or services which is relevant to your particular financial circumstances.