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About Navigate Financial

Navigate Financial Group is a longstanding financial advisory business dating back to 1991. We are based in Sydney with offices in the CBD, Manly, Chatswood and Brighton-Le-Sands.

At Navigate we provide personalised financial guidance and education to individuals and corporates,.Everything we do is based on our philosophy of taking the time to discover what really matters to our clients.  A lot of the discussions we have are about intangible topics and ‘what if’ scenarios, so it requires a lot of attention, time and care to get right.  Before we start thinking about the services and strategies we can offer you, we take the time to understand;

  • What is unique about you
  • What is important to you, and
  • What is it that you want to achieve in life

At Navigate, as part of our advice process, we take the time to understand our clients’ individual financial goals and expectations, and then devise financial strategies that will maximise their opportunity to reach their financial and life goals. Throughout this journey, we educate and guide clients ensuring that the financial direction they take is always the most appropriate for their stage of life and financial objectives.

Our success stems from our passion for our profession, a structured strategic approach to responsible growth, and pride in providing advice that makes a positive difference to our clients’ financial future.

Today, Navigate is a boutique style financial services business that operates on a fee for service basis. Our continued growth has bought with it the benefits of scale for our clients and employees. We offer our clients a value proposition that provides comprehensive advice, including financial planning, legal and tax advice.

We have specialist Advisors in:

  • Self Managed Superannuation Funds
  • Insurance
  • Loans
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Aged Care

We have been able to achieve this through strategic alliances with a number of accounting and legal firms, established relationships with stockbroking firms and in-house mortgage and general insurance brokerages. Our clients receive personalised and consistent advice to assist them to achieve their financial objectives and life goals. Most importantly, we provide our clients peace of mind and give our clients confidence in their financial future.