Navigate Financial Group is a privately owned, long-standing financial advisory business with offices in the 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 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
Navigate Financial Group is a team of award winning Financial Advisers and experienced support staff dedicated to helping you achieve your dreams.
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.
“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.”