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I am extremely pleased with the work done by Harry Moustakas from Navigate Financial Group.  From the very beginning I knew that I had made the right decision in trusting Harry to advise and guide me in managing my overall finances and strategically designing a plan to build on my wealth portfolio. His knowledge and expertise in the Financial Industry is exceptional – he responds to questions almost immediately – he is really easy to work with and appreciates his customers.
Advice that is given is genuine and realistic – Thank you

Dionissia Vamianakis
National Sales Manager

I have been a client of Tony Borg for the past 15 years. Tony and the Navigate manly team have helped me in all aspects of my financial planning needs.  From superannuation, Retirement planning and estate planning. Tony is a professional, whose advice I have been able to rely on for a very long time.

John Chippindall
Barrister of Law

After trying several different financial planners without much success, we were recommended to Navigate by a family member. Upon meeting Harry and the team at Navigate we were impressed with both their professionalism and their genuine interest to help us reach our financial goals. They delivered on what they had promised at each meeting and are always pro-active with regular status updates and advice to any of our questions. For the first time I can honestly say that we are making progress on attaining our financial goals and all thanks to the Navigate team. I have no hesitation in recommending them to family and friends.

Peter and Janpaula Gonzi
IT and Sales Consultants

Harry Moustakas and the Team at Navigate  have been working on my Superannuation Fund for sometime now. I have always found them to be courteous, knowledgeable and easy to talk to.  They have always gotten back to me in a timely manner with regards to any queries that I have had.  Harry has a diligent working attitude and has shown that he is an intelligent person with a mind well-suited to the world of business. I am very happy with the service I have received from Navigate Financial Group.

Alfie S. H. Cheng

We found Ryan O’Grady very friendly and very much willing to help. We were getting lost with our Budget and needed help. Ryan came over to our house, listened to our situation, took lots of notes and made us feel that something could be done.
We are not going to lose our house and he would do everything to help. He went away with lots of ideas. Came back following week with great ideas to help. Ryan showed us a plan and straight away we were very happy with his suggestions.

Dorita and John Spinola

disclaimer

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

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.