Wherever you are in life’s journey, we have the knowledge and experience to make a positive difference to your financial future
You have a story to tell, and we would like to hear it. How did you get to where you are today, and where would you like to be tomorrow?
Before we start thinking about the services and strategies we can offer you, we take the time to understand your journey; What is important to you, and what is it that you want to achieve in life.
As part of our journey with you, we will discuss your individual and financial goals and expectations and then devise a financial strategy that’s best for you.
Let’s discuss your needs
“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.”
I have no hesitation in recommending Tony and his excellent team of advisers to anyone who values these attributes of a business.”
Sonia helped me think about my options to cut my work days down and begin my retirement whilst meeting my income needs. She found ways to cut costs in my super and came up with smart ways to set up my super and pension with an investment portfolio designed to grow even with my pension payments coming out. Sonia has boosted my outlook for my retirement and made it a pleasure to plan for.
”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.”
“I felt very comfortable dealing with Rory throughout the whole process. My partner and I have just taken a home loan and are expecting our first child. We put in place a comprehensive risk management plan as well as some debt reduction strategies. I look forward to dealing with him at our next review.”