Financial planning for executives and busy professionals sydney

At Navigate Wealth Financial planners and advisers Sydney, we understand that business executives and busy professionals are time poor and appreciate smart strategies that make them money, save them costs and optimise their tax positions. We work very closely with our client's accountants, private bankers/mortgage brokers, real estate managing agents and solicitors to ensure all professionals are working together to achieve the optimal financial results for our executive clients.

We have many clients who are senior and mid level executives in ASX 100 listed companies and privately held companies, most of who were introduced to our practice by a colleague, family or friend of an existing client.

Executives and busy professionals appreciate independent financial advice from highly qualified and experienced advisers who not only provide great advice, but also just as good at providing a great service. That is why we are available after business hours to meet with clients and ensure we are contactable outside of standard hours as financial markets never rest.

Our expert advice on direct shares, direct property and self managed super funds for executives ensures that executives have as much control and clarity over their investments and tax positions as they have in their work and businesses they manage. 

To experience the Navigate Wealth difference, contact our office today to arrange a complimentary meeting with the founder of Navigate Wealth- Peter Alvarez on 1300 505 565.

Financial Planning Sydney Office-Level 6, 4 Martin Place Sydney CBD NSW 2000

Financial Planning Parramatta Office-10/541 Church Street Parramatta NSW 2150