Navigate Wealth Financial Advisers & Planners

Address: Level 6, 4 Martin Place , Sydney CBD, NSW, 2000

Servicing Areas: Balmain, Mosman, Paddington, and Sydney CBD

Today's Opening Hours: Closed

Phone: 1300 505...

Website: http://www.navigatewealth.com.au

About us

We are an independently owned and licenced financial advisory practice focused on providing strategic and tailored financial advice to busy professionals. We are specialists in direct property, shares and self managed super funds.

Navigate Wealth is an independently owned & licenced financial advisory practice that provides strategic & tailored financial advice to doctors, dentists, medical specialists, senior executives, business owners & busy professionals.

We are specialists in direct property, shares &...

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Opening Hours

Monday:By Appointment Only
Tuesday:By Appointment Only
Wednesday:By Appointment Only
Thursday:By Appointment Only
Friday:By Appointment Only
Saturday:Closed
Sunday:Closed

Payment Options

  • Amex
  • Visa
  • Cheque
  • Invoice
  • Diners Club
  • Mastercard

Our Team

Peter Alvarez
Position: Senior Financial Adviser
Year Joined: 0
Profile: Peter is the founder of Navigate Wealth and its senior adviser. He has a Bachelor in Applied Finance and a Post Graduate Diploma in Financial Planning. Please see downloads section for an adviser profile for further information about Peter.

Testimonials

Please note that the following testimonials are collected, supplied and maintained by Navigate Wealth Financial Advisers & Planners.

Navigate Wealth Financial Advisers & Planners
""Our relationship with Navigate Wealth has been exceptionally productive from the start. We feel that the financial advice is specifically tailored to our complex needs and is heavily focused on maximising our benefit. The entire process has been very educational and has enhanced our understanding, as well as appreciation, of the various financial instruments. The continued open line of communications with Navigate Wealth has given us peace of mind as we work towards our future.""
Mr & Mrs Tamhane from Neutral Bay, NSW , 10 September, 2009

Keywords

investment asset accumulation, superannuation, self managed superannuation funds, retirement planning, home loan debt elimination, risk and cash flow management, personal insurances, salary packaging, estate planning and family estate management, financial planning,

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