Navigate Your Financial Future with Confidence
Navigate Wealth Financial Advisers and Planners are a leading, privately and staff-owned, advisory and planning practice servicing clients in Sydney and Australia wide. No matter what your stage in life, we will help you navigate the current economic and financial waters - giving you confidence and peace-of-mind in your financial future. Our team of experts specializes in strategy, the advice and management of self-managed super funds, direct property investments, direct shares, and Australian share strategies.
Our Mission
Our mission at Navigate Wealth Sydney is to provide the highest quality of financial advice to our clients, to help them realize their financial potential and fulfill their lifestyle goals. We undertake a long-term commitment to our client's financial well-being. Our advisors will mentor clients on their wealth creation journey with the utmost integrity.
What Makes Us Different
We take a unique approach to investing and advisory, one that is based on your goals and a wide range of investment options. Unlike most financial advisors, we are not owned by or operate under a major bank or financial institution's Financial Services License. We have our own Australian Financial Services Licence (332417) and are privately owned by our senior staff. This allows us to provide holistic and strategic advice that gives our clients peace of mind.
Our Services
Our services include but are not limited to:
- Financial planning for doctors, dentists, medical specialists, senior executives, small business owners, and busy professionals
- Self-managed superannuation funds
- Direct property investments
- Direct shares and Australian share strategies
- Customized financial planning tailored to your specific needs and goals
Industry Leading Financial Planning Advice
Our advisors are highly qualified and experienced professionals who participate in technical updates with each professional body to stay at the forefront of legislative changes and the unique opportunities they bring to investors. We offer clients a complimentary consultation to discuss how our services can help them achieve their financial goals.
What Our Clients Say
Don't just take our word for it. Our clients have seen the benefits of our unique approach to financial planning and advisory. Read what they have to say about our services.
