Caity Steele

As Lead Client Relationship Manager, Caity supports clients across the advice process and leads the CRM team at Up Wealth, building the systems, knowledge, and structure that make great client service possible.

Having worked in the financial planning industry for over 7 years, I am extremely passionate about financial advice and strongly believe in empowering individuals to take control of their financial futures by providing them with the knowledge and tools to make informed decisions. Witnessing the positive impact that strategic financial advice can have on clients’ lives fuels my dedication to guiding others towards financial stability and success.

In my role, I'm equally driven to support and empower the client relationship team. That means sharing knowledge, building capability, and putting systems and processes in place that reduce unnecessary complexity and mental load. I believe people do their best work when they feel supported, confident, and genuinely cared for.

Outside of work, I’m an early bird and enjoy starting my day with the gym or a run. Staying active is an important part of my routine, and I like to spend as much time as possible outdoors, whether that’s hiking, camping or getting away for a snowboarding trip. I have two dogs, Pickle, a French Bulldog, and Maggie, a Staffy, who keep things busy and are always part of my downtime. My family is based between coastal Queensland and rural NSW, so I enjoy visiting both and making the most of the change in pace. On weekends, I’m usually either out and about, catching up with friends over coffee, or taking the opportunity to slow down and unwind at home.