Our experience will guide you to success.

Our Story | Meet the Team | What our clients say

Navigate Financial Group is a privately owned business providing long-standing financial advice in Sydney, with offices in Manly, Brighton-Le-Sands and Chatswood.

Since 1991 we have been providing expert financial guidance to individuals and small business owners that are seeking to build a long term trusted advice relationship.

Our success comes from improving the financial well-being of our clients and our commitment to providing tailored advice that makes a positive difference to their financial journey.

Our financial advisers are members of various associations including the Financial Planning Association of Australia and Self-Managed Super Fund Association™. The Navigate support team will work closely with you to ensure the implementation of our advice and provide you with ongoing service that meets and exceeds your expectations.

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.”

“Tony and his dedicated and committed team at Navigate Financial have met my expectations on all fronts. I measure professionalism and service on what is ultimately delivered, namely, excellent response time, reliable and relevant advice that is pro-active and timely. I always have a sense of ‘we can solve all your financial needs’ message in all my interactions and couldn’t ask for a friendlier team. Their innovative practices and flexibility to come and meet me at a location convenient to me also demonstrates their efficiency in getting the job done, no fuss.”

“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.”

Our experience will guide you to success.

Navigate Financial Group is a privately owned business providing long-standing financial advice in Sydney, with offices in Manly, Brighton-Le-Sands and Chatswood.

Our expert financial advisers

Harry Moustakas

Tony Borg

Rory D'Agostino

Lisa Barber

Dennis Spiroski

Jenna Carey

Callan Townsend

Mark Ruhoff

Stephanie-Lee Alvarenga

Helio Brindeiro

What our clients say

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