Navigate Financial was founded on 1991 by Tony Borg. Over this time we have focus on a simple outcome for our client – More time, less worry and a clear direction.

Clients success is a balance between optimising smart strategies, disciplined execution, having clear goals and adjusting your plans to the changes you face along life’s journey. We work together with you to provide consistent progress updates and strategy planning to optimise your position. Our experienced team provides the structure and discipline needed to managing your financial affairs.

Our 
4 Stage Strategic Advice Process is the only lifelong planning system that is designed to optimise your financial position throughout your life stages by providing the structure and discipline need to manage your financial affairs.

We adopt a team approach when working with our clients and that helps our clients optimising smart strategies, have disciplined execution, clear goals and continue to adjust their plans to the changes they face along life’s journey.

The outcome of our work for clients are they have more time, less worry and a clear direction

Our Expert Financial Advisers & Planners

harry

Harry Moustakas

Senior Financial Planner
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tony

Tony Borg

Senior Financial Planner
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sonia

Sonia Currey

Financial Adviser
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What our clients say

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

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.

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
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.