Where your finances take the next step.
When it comes to navigating the complexities of UK pensions and Australian financial advice, who you choose to guide you makes all the difference.
At STEPS Wealth Management, we’re committed to delivering clear, honest, and client-first advice — with the qualifications, regulation, and local presence to back it up.
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Fully Regulated & Backed by a Trusted Licence
We operate under the Australian Financial Services Licence (AFSL) of Shartu Wealth, a respected financial services firm committed to integrity, transparency, and client care. Shartu Wealth provides robust compliance and governance support, ensuring that every piece of advice we give meets the highest industry standards.
2
100% Australian-Based, Always Local
Unlike many advice firms in the UK pension space that are based overseas, we are fully Australian-based. That means we work in your time zone, can accommodate face-to-face meetings, and we understand the local landscape, legislation, and lifestyle factors that influence your financial decisions.
3
Qualified in Cross-Border Advice
With deep expertise in both UK and Australian pension systems, and the qualifications to provide licensed Australian advice, we know how to navigate the rules, tax implications, and strategic options to get the most from your retirement funds. Whether you’re an expat returning home or already settled in Australia with legacy UK pensions, we’ll guide you through every step of the journey.
About STEPS
STEPS Wealth Management was born from the belief that clients deserve a local, technology-forward partner who truly understands both the UK and Australian retirement systems, and can deliver smarter, more personalised strategies without the unnecessary complexity or cost.
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The goal is simple: help clients make informed decisions, with confidence and clarity, every step of the way.