Navigate Financial Group
About the Business
Welcome to Navigate Financial Group, located at 2 Pittwater Road in Manly, Australia. As an establishment specializing in finance, we are dedicated to providing you with personalized solutions tailored to your unique financial journey.
At Navigate Financial Group, we understand that your financial situation is specific to you. That's why we take the time to listen to your story and understand what is important to you. Whether you're a family person, a business owner, or a community member, we are here to support you while you look after others.
When it comes to home loans, we know that the size of your loan is not solely determined by your income. Our team at Navigate Lending will guide you through the various factors that lenders consider when assessing your next home loan, ensuring you have a comprehensive understanding of the process.
Financial wellbeing is crucial, but it can be difficult to define and achieve. That's why this month, our expert Callan Townsend explores the different elements that contribute to financial wellbeing, helping you gain a clearer picture of your own financial health.
If you or a loved one are considering entering aged care, the process can be overwhelming. Our Accredited Aged Care Professional, Dennis Spiroski, discusses the costs involved and how Navigate Financial can assist you in making informed decisions during this important transition.
SMSFs (Self-Managed Superannuation Funds) are one of the most popular retirement savings vehicles in Australia. Our Certified Financial Planner, SMSF Specialist Adviser, and Navigate Director, Harry Moustakas, introduces you to the benefits and considerations of SMSFs, helping you make informed decisions for your retirement.
Please note that Navigate Financial Group Pty Ltd, as trustee for NFG Unit Trust, is an authorized representative and credit representative of AMP Financial Planning Pty Limited. Our website contains general information and does not take into account the specific objectives, financial situation, or needs of any individual. We encourage you to consider your own financial situation before making any decisions based on the information provided.
Upgrade to Microsoft Edge for a better viewing experience on our website, as Internet Explorer is not supported. We look forward to hearing your story and helping you achieve your ideal financial future at Navigate Financial Group.
Location & Phone number
2 Pittwater Road, Manly, New South Wales 2095, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Sonya is a great financial advisor, she has worked hard to understand our personal and financial goals. She has created a balanced investment portfolio that is helping us achieve good financial returns in a difficult investment market. She also provided solid advice regarding superannuation and insurance. Easy to deal with a genuine caring attitude we would recommend her services as a financial planner."
"After my divorce I needed to know my Super and Insurances were up-to-date, my Budget could support them and they were all working best for me as a single Mum with 3 teenagers. Sonia helped me navigate through my Budgets and policies and streamlined everything for me so I could consider my options. She walked me through all of it and with a true sense of empathy during what was a very difficult process of financially separating from my ex and becoming financially independent. Highly recommend Sonia and the team at Navigate Financial Group."
"Sonia has provided excellent financial services to me in the past 3 years. She is professional, friendly and very knowledgeable regarding financial services, planning & superannuation. I definitely recommend Sonia and Navigate Financial Services."
"Sonia Currey has been outstanding in her role as a financial planner to assist me over the last few years .Her approach in helping me with superannuation and investments has been professional at all times. She listens to any needs you require and she is always supportive and understanding .I would highly recommend Sonia to any prospective client who is in need of good financial planning."
"Sonia Currey from Navigate has given me financial planning advice for the last couple of years. Her planning and advise has been first rate, giving me far better outcomes that I would have had otherwise."
List of local businesses, places and services in New South Wales
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos