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Although everybody is different we have a systemised approach to clearly define how we work with you and to provide you with an understanding of what outcomes you can expect from each stage of our advice process.

The diagram below outlines the basic steps that make up our financial planning process.

It is important to remember that you are in control and can decide whether to stop, change or continue at any stage of the process. Our job as financial advisers is to advise and help you, but you are in the driver’s  seat.

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About Navigate

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