Wherever you are in life’s journey, we have the knowledge and experience to make a real difference for you and your family.
At Navigate we pride ourselves on providing innovative and responsive advice and developing strategies that make a positive difference to our clients throughout their ever-changing life stages.
Navigate Financial Group is a long-standing financial advisory business dating back to 1991. We are based in Sydney with offices in the CBD, Manly, Chatswood and Brighton-Le-Sands. “Our role is to maximise the probability of you achieving your financial objectives”.
You have a story to tell, and we would like to hear it. How did you get to where you are today, and where would you like to be tomorrow?
We realise that many of your hopes and dreams require a degree of financial independence that is only reached through wise decisions, prudent advice, and time. Each one’s journey is unique. Tell us about yours, and let us help you decide if we’re the right advisors to assist you with your plans for the future.
Let’s Discuss your needs
I have been a client of Tony Borg for the past 15 years. Tony and the Navigate manly team have helped me in all aspects of my financial planning needs. From superannuation, Retirement planning and estate planning. Tony is a professional, whose advice I have been able to rely on for a very long time.
“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.”
“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”