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Ph. 1300 505 565
Financial Planning Sydney & Advisory Services

Building Foundations for a Long Term Relationship

Navigate Wealth Advisors and Planners Sydney will work closely with you, your accountant, solicitor, mortgage broker and real estate agent(s) or one of our recommended partner professionals (if required) to ensure your financial assets are working effectively for you. We will also co ordinate your team of professionals to ensure your assets and dependants are protected against any risks you may face.

Whether it is a comprehensive financial plan or specific advice in relation to one specific area, a Navigate Wealth Adviser can help you achieve your financial goals.

Our Financial Advice incorporates the following areas

Personal Services

Business Services

Sister Company & Services

External Business Partner Professional Services

  • Trust and asset protection structuring
  • Property lawyers
  • Family law
  • Real estate property management

 *Navigate Property Pty Ltd- Licenced property buyer's agents-Lic 1596464 - www.navigateproperty.com.au

 

Ph 1300 505 565

  

Level 6, 4 Martin Place Sydney NSW 2000

 10/541 Church Street North Parramatta NSW 2151

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Financial planners and advisors to doctors - dentists - medical specialists - senior executives - family businesses - busy professionals

 

Experts in Self managed super funds, direct property, direct shares, direct cash and bond investments.

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