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Navigate Wealth Financial Planners and Advisors Sydney provide independent financial advice to busy professionals and executives.

Many of our clients are executives and it is our long term approach to wealth preservation that has resulted in many satisfied executive clients of Navigate Wealth financial planners based in Sydney. It is also our strategic and independent approach to creating wealth and providing low cost, highly tax effective direct investment advice that has appealed to our ever increasing executive clients. Our direct investing approach ensures our clients hold direct equities, direct residential and commerical property and self managed superannuation funds.

Peter Alvarez is the founder and senior adviser to our executive clients and his expertise in self managed superannuation funds allows him to provide first class strategic advice to his clients, independent from their tax accountant. As a client of Peter, you can rest assured that an advise you receive will not be aimed to maximise your accountant's professional fees. Seperate your accountant and financial advisor and reap the benefits of being a client of Navigate Wealth independent financial planning and advice sydney today.

To experience the Navigate Wealth difference, contact our office today on 1300 505 565 for a complimentary consultation to see how a Navigate Wealth financial planner for executives can help you achieve your financial goals. 

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