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Leading you confidently

You’re on a journey that is unique and specific to you. We ensure none of that detail is lost - every solution we craft is tailor-made to your situation. We provide direction, knowledge and experience, and handle all the nitty-gritty in-between to help you achieve your ideal financial future.

“Our purpose is to help make a positive difference in our clients’ lives”

We’d love to hear your story. What’s important to you, how did you get to where you are today and, where would you like to be tomorrow?

You have a lot of responsibility on your shoulders – whether to your family, business or community. While you’re busy looking after others, we’ll help look after you.

Contact us today and we’ll book you in for an obligation free chat. We have a number of Sydney offices or can meet you online if easier for you.

We'd love to hear your story

Whether you are in the middle of your financial journey or reaping the rewards of a full career in retirement, we can help. We deliver effective financial advice and expertise to ensure you always have an easy and accessible roadmap to financial freedom.

Cashflow &
Budgeting

Wealth
Management

Retirement
Planning

Self-Managed Super Funds (SMSF)

Superannuation

Accounting &
Tax Planning

Debt
Management

Insurance
Needs

Estate
Planning

Aged Care &
Centrelink

Cashflow &
Budgeting

Wealth
Management

Retirement
Planning

Self-Managed Super Funds (SMSF)

Superannuation

Accounting &
Tax Planning

Debt
Management

Insurance
Needs

Aged Care &
Centrelink

Estate
Planning

Our expert financial advisers

What our clients say

“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.”

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Our latest posts

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What is financial wellbeing?

November 28, 2022

It’s a question that all of us need ask ourselves. What does our own financial wellbeing look like? And why is it so important? This month, Callan Townsend looks at the different contributing factors and elements that make up financial wellbeing.

Planning can help smooth Aged Care transitions

October 20, 2022

Preparing the way for you or a loved one to enter aged care can be a stressful time. Navigate Financial’s Accredited Aged Care Professional, Dennis Spiroski discusses the costs involved and how Navigate can assist you in this decision-making process.

An Introduction to Self-Managed Superannuation

September 20, 2022

Certified Financial Planner, SMSF Specialist Adviser and Navigate Director, Harry Moustakas introduces SMSFs, one of the most popular retirement savings vehicles in Australia.

Five tips on how to pay your mortgage faster

August 15, 2022

In our latest blog, Navigate Financial senior financial adviser Rory D’Agostino discusses the impact rising interest rates, inflation and real wage declines have on mortgage holders. Read his five tips that might help you pay off your mortgage faster.

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Navigate Financial Group Pty Ltd as trustee for NFG Unit Trust (ABN 91 414 170 076) trading as Navigate Financial Group is an authorised representative and credit representative of AMP Financial Planning Pty Limited (ABN 89 051 208 327), Australian Financial Services Licensee and Australian Credit License No. 232706. This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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