Our first meeting with you is of no cost and no obligation. We will meet with you and talk through what is important to you in life and deepen our understanding of your goals and objectives.
We will then partner with you to implement a financial strategy that’s right for you, a plan that’s adaptable to changing circumstances and that provides you the direction needed to give you peace of mind.
Over the last 30 years we have helped many clients. Over this time, we have refined our strategic advice process to allow us to provide your with personalised and consistent advice that will give you the best financial outcome.
Our process has been separated into six key sections, which are outlined below.
There is no charge for the initial consultation meeting. If you choose to engage Navigate Financial we will provide you a quote based on the scope of the work.
Contact us for an initial chat to see if we are the right fit for you. Please send us a message via our contact form.
Navigate Financial Group is a long-standing financial advisory business dating back to 1991. Director and Senior Financial Planners Tony Borg and Harry Moustakas have been providing financial planning advice for over 30 years.