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Insurance is a fact of life that most people over look; there is a lot more to it than just plain old life insurance and unfortunately lack of insurance can lead to huge consequences for you and your family. Our role is to understand your financial situation in order to identify the associated risks and recommend appropriate levels of insurance cover based on our comprehensive insurance needs analysis. We will also discuss the best ways to structure your insurance cover and review this regularly to ensure that in the event of the unforeseen, you and your family will have money when you need it most.

We aim to get your insurance needs in order and to guide you when making decisions about protecting your family, assets and lifestyle.

Our insurance specialists are able to provide you with advice on;

Personal and family protection

Business protection

Buy sell and Keyman insurance

Debt protection

Income protection

We treat insurance as one of the foundation levels of our financial advice process and we want to ensure that you have the peace of mind you need.

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.