Navigate Wealth

Navigate Wealth is a leading establishment in the finance industry, located at 109 Pitt Street in Sydney, Australia. As a privately and staff owned advisory and planning practice, we provide our services to clients not only in Sydney but also across the country. Our main goal is to help you navigate the ever-changing economic and financial landscape, ensuring you have confidence and peace-of-mind in your financial future.

At Navigate Wealth, we specialize in strategy, offering expert advice and management for self-managed super funds, direct property investments, direct shares, and Australian share strategies. We understand the importance of taking control of your hard-earned retirement assets, which is why we emphasize the benefits of self-managed super funds. By opting for this investment option, you gain transparency and peace of mind in knowing where your assets are invested, save on fees, boost returns, and regain confidence in your super that larger super funds, banks, and institutions may have taken for granted over the years.

When you schedule your first FREE, no-obligation meeting with a Navigate Financial Adviser, you can expect a range of benefits. We prioritize getting to know you and your financial goals, providing clarity on your current situation, and analyzing your options. Our aim is to make sure you understand how we can help you save money and make money, while also being transparent about the costs associated with our financial planning advice.

What sets Navigate Wealth apart is our team of highly qualified and experienced professionals who are dedicated to providing industry-leading financial planning advice. You can trust our advisers and planners to guide you through the complexities of the financial world, regardless of your profession or stage in life. We have expertise in serving doctors, dentists, medical specialists, senior executives, small business owners, and busy professionals across Sydney, including the Eastern Suburbs, North Shore, Parramatta, as well as in Canberra, Newcastle, and expatriates.

Choose Navigate Wealth as your trusted partner in achieving your financial goals. Contact us today to schedule your first meeting and take the first step towards a secure and prosperous financial future.