Financial Planner Sydney

Navigate Wealth Financial Planners are Sydney based independently owned financial planners focused on providing leading edge advice, strategies and risk management solutions to clients based throughout Australia. Our advisers are specialists in providing financial advice on direct investments of property, shares, cash and fixed interest. Our advice is tax effective, low cost, and easy to keep track of. Further, the founder and Senior Financial Planner, Peter Alvarez is a specialist Self Managed Super fund Advisor TM, accredited by the Self managed Super fund professionals association of Australia (peak industry body representing accountants, auditors and advisors with regards to Self Managed super funds).

For a complimentary consultation to discuss how a Navigate Wealth independently owned Financial planner based in Sydney can help you achieve your goals, call our financial planning Sydney office today 1300 505 565.

Ph 1300 505 565

Suite 602, Level 6, 10 Spring Street Sydney 2000

410 Church Street North Parramatta NSW 2151

(by appointment only)