Everything we do is based on our philosophy of taking the time to discover what really matters to you. 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 25 years we have helped many clients and over this time, we have developed and refined our strategic advice process to allow us to provide you with personalised and consistent advice that will give you the best financial outcome.
Our process has been separated into four key sections, which are outlined below
There is no charge for the initial consultation meeting. (The remainder of this answer will depend on your fee structure.)
Contact one of our offices to book in an initial consultation with one of our expert financial advisers.
Navigate Financial Group is a long-standing financial advisory business dating back to 1991. Director and Senior Financial Planners Harry Moustakas and Tony Borg have been providing financial planning advice for over 25 years.
We’re always happy to answer your questions
Put yourself on the path to financial success; speak to one of our expert adviser’s today to find out on how we can help you.