Our Mission
Navigate Wealth exists to provide the highest quality of financial advice to our clients, to help them realise their financial potential and fulfil their lifestyle goals.
Navigate Wealth advisors will mentor clients on their wealth creation journey with the utmost integrity. We undertake a long term commitment to our client’s financial well being.
What Makes Us Different
We take a unique approach to investing and advisory, one that is based on your goals and a wide range of investment options. We can look at all asset classes and investment vehicles because unlike most Financial Advisers, we are not owned by or operate under a major bank or financial institution’s Financial Services License. We have our own Australian Financial Services Licence (332417) and we are independently owned.
In order to provide holistic and impartial advice, our advisers are also licenced property buyer's agents, under our sister company Navigate Property Pty Ltd*. This ensures our clients receive strategic and independent advice giving them the peace of mind that they they are sufficiently diversified across all asset classes enabling them to focus their time enjoying what matters most to them, their family, lifestyle, careers and businesses.
All of our Advisers have industry leading qualifications including undergraduate degrees in Applied Finance/Economics and post graduate qualifications in Financial Planning. They are all well experienced and experts in Self Managed Super Funds - SMSF . They also participate in technical updates with each professional body in order to stay at the forefront of legislative changes and the unique opportunities they bring to investors.
Call our office today to arrange a time to discuss further our unique approach and how we may be able to help you to achieve your financial goals.
What do our clients say about us?
"Our relationship with Peter Alvarez has been exceptionally productive from the start. We feel that the financial advice is specifically tailored to our complex needs and is heavily focused on maximising our benefit. The entire process has been very educational and has enhanced our understanding, as well as appreciation, of the various investment options and strategies. The continued open line of communications with Navigate Wealth has given us peace of mind as we work towards our future."
Mr & Mrs Tamhane
IT Consultant,Neutral Bay NSW
"Peter from Navigate Wealth was very professional and offered a non-biased approach which was most important to myself and my husband when it came to our super planning. He has given us peace of mind with the best options for us in regards to Super, Income Protection, TPD and Life Insurance. I would recommend his services to anyone looking for sound financial planning."
Annalisa & Michael
Marketing & IT Managers, Gordon NSW
"With two young children I needed life insurance and income protection. I had chat with Peter Alvarez from Navigate Wealth and got the advice and help I needed. Their service has saved me much time, paperwork and most importantly money. With their help I was able to compare many different products efficiently and get the best advice and deal for me. Thanks Peter & the team."
Mr M.D.
Investment Manager, Paddington NSW
"I found my time with Peter from Navigate Wealth Financial advisers to be most beneficial. Peter used his intimate knowledge of property investments to provide me with clarity on cashflows on a property I was looking to purchase. Peter provided me with advice in a range of areas including tax benefits and cash flow management including advice on a plan B should rates rise dramatically from current levels. I found Peter to be very knowledgeable, helpful and masterful with figures."
Areas of service
Financial planning and advisory servicies provided to clients located throughout Sydney, New South Wales and throughout Australia including; the eastern suburbs, north shore, northern beaches, inner west, Parramatta, north western hills district. We also regularly visit a number of clients located in Canberra and Newcastle.
1300 505 565
Level 12, 61-63 Market Street, Sydney CBD NSW 2000
*Navigate Property Pty Ltd-Licenced property buyer's agents-NSW lic 1596464