A founding partner and director of Matthews Steer, Geoff is our Senior Adviser in the Private Wealth Team, providing holistic financial services for professional, executive and small business clients and helping them achieve their goals and long-term financial security.
Working with SMEs for more than 20 years, Geoff has an innate understanding of the universal traits – or success factors - possessed by the best businesses, and guides our clients to implement and align these factors and achieve their own success.
Recognised as one of Australia’s top 10 financial planners by the Australian Financial Review’s Smart Investor Magazine in 2011, Geoff’s knowledge of taxation matters combined with his planning skills have made him a trusted advisor to many professional, executive and small business clients.