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Free Dover Financial and McMasters financial planning clients review

Free Dover Financial / McMaster financial planning client plan review 

Are you a client of a Dover licenced financial adviser who suddenly has found themselves without an Australian Financial Services Licence (AFSL) as a result of ASIC cancelling the Dover Financial Planning AFSL on June 12th 2018?

We at Navigate Wealth are offering all Dover financial planning licenced clients a 2 hour complimentary review of their Dover licenced advisers advised financial plan.  

Unlike Dover licenced financial planners, Navigate Wealth does not rent out its financial services licence to other financial advisers. All of our financial advisers are employees and owners of Navigate Wealth so you can rest assured Navigate Wealth financial advisers have been personally vetted by ASIC and are "Responsible Managers" of the licence and our advice is complying with the legislation, regulations and meet your best interests without any complicated client terms and conditions or exclusions.

Contact our office on 1300 505 565 to book in a free financial plan review meeting with one of our ASIC registered "Responsible Managers".

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

 410 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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