Client Testimonials | Our Community Work
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
I have no hesitation in recommending Tony and his excellent team of advisers to anyone who values these attributes of a business.”
I wish to express my thanks and great full support from my financial advisor Mr Ryan O’Grady that I have received in the last year.
I approached Ryan earlier this year for some advice after being diagnosed with cancer and later in the treatment to be classes as terminal cancer with my treatments only giving me less than a year to live. Ryan has been amazing with his advise and support for me and has taken full responsibility to assist me in getting financial security and entitled payouts from my AMP and super funds has meant I could concentrate on my treatments and with a lot less stress. For this I will be forever grateful. Again thank you Ryan and I look forward to our future advice and guidance support.
Thank you Marc. We moved in yesterday and are excited for the next chapter.
Thank you for all your help during this process especially while overseas on your holiday. Your assistance was greatly appreciated. We will definitely be recommending you services to anyone we know requiring a broker.
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.
I am happy and satisfied with the service from Carol. She was very considerate of my situation and communicated me with constantly with the progression of my plan which gave me the satisfaction that things can be done. Her patience is beyond adequate. Carols advice and helpfulness has given me comfort knowing that things will be taken care off.
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.
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.
Ryan has provided me great direction with my financial goals since I've started working with him. From the moment I started working with Ryan I could tell he wasn't like other advisors trying to sell me the latest flash product on the market, rather he took time to really consider my personal situation and what was achievable and realistic.
Ryan also shared with my some of his own personal considerations he makes when planning his own financial situation which I really valued. I really appreciate the effort Ryan has put in when working with me and I've already started recommending him to my family members.
I have had several financial advisers in recent years but none compare to Dennis. His attention to detail and willingness to go above and beyond shows he is a financial adviser who isn't just wanting to make a quick buck, but rather cares for his client's wellbeing and investments. He is efficient, prompt, professional and down to earth. Will recommend him to all my friends and family.
Before we met Ryan O’Grady we were struggling with our mortgage and keeping within our Budget. Ryan came over to our House, listened to our situation, took notes and assured us that he would be able to help us.
We were not going to lose our house and he would help us organise our finances.
Ryan was very Professional and at the same time caring about people situations.
Ryan came back the following week with great ideas to help. Made us feel reassured that things were going to get better. Ryan showed us a plan, we were very happy with his suggestions. And ever since we are in control of our finances and paying our mortgage faster.
Ryan O’Grady really made a big difference in our lives.
Every time I meet with Sonia and her capable team, I come away feeling empowered.
Sonia has an innate ability to clearly see what the key issues are and then create prioritised, achievable goals to solving them, in a practical way. This gives me the confidence to move forward and take actionable steps.
I highly recommend Navigate financial to support you to reach your life dreams.
I just wanted to share a quick note to let you and your team at Navigate know that you do an excellent job.
In the 25 plus years that you have been my financial advisor, I could not be happier with the service. My family and their friends that came to Navigate are equally very pleased. Management of our portfolios with better than market results certainly shows your diligence and understanding. Once again, many thanks for taking good care of us.
I have been relying on Navigate Financial’s professionalism and advice for over 6 years and have always felt “looked after”. During my long relationship with Navigate Financial, I have always been met with a friendly “can do” approach when I’ve sought advice or raised a query. For me, it’s important that I’m made to feel as a valued client, not just a number, remembered only annually. Navigate Financial have always made me feel important and this is reflected in their regular interest to keep me updated with issues and changes to laws that are relevant to my portfolio and individual circumstances. Navigate Financial demonstrate an excellent response time in reverting back to me or otherwise attending to my spontaneous queries and needs.
I felt very comfortable dealing with Rory throughout the whole process. My partner and I have just taken on 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.
At Navigate we recognise that people and ongoing relationships are at the heart of what we do. We have a continuing commitment to contributing to our local communities and society at large.