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Navigate Wealth
Navigate Wealth
Address: Level 6, 4 Martin Pl, Sydney, NSW, 2000
Phone number: 1300 505 565
Fax number: (02) 80791180
Mobile Number: 0402 394 780
URL: http://www.navigatewealth.com.au
Year Established: 2009
Map Directions Bookmark this Business Email this BusinessCategories: Financial Planning Services | Life Insurance | Property Consultants
About
Navigate Wealth is an independently owned & licensed 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 & Self Managed Super Funds.
Unlike 98% of financial advisers and financial planners in the market place, at Navigate Wealth our advisers are experts in creating and growing tax and cost efficient wealth. In order to offer our clients holistic advice in all facets of wealth creation, we also advise and help our clients with their existing property assets as well as researching, short listing, negotiating and acquiring their next commercial and residential property investments via our sister company Navigate Property Pty Ltd (buyer's agents NSW license number 1596464).
For a complimentary consultation to experience the Navigate Wealth financial advice difference, contact our office today. (more)
Specialties
Direct share investments
Direct Property investments
Self Managed Super funds (SMSFs)
Efficient Wealth Creation
Trust structures and Asset Protection
Family Estate management
Personal Insurances
Corporate/employer super plans
Employer benefit plans
Senior Executives
Medical Doctors & Dentists
Medical Specialist
Business Owners
Busy Professionals
trading hours
Mon: 9:00am - 6:30pm
Tue: 9:00am - 9:00pm
Wed: 9:00am - 6:30pm
Thu: 9:00am - 9:00pm
Fri: 9:00am - 6:30pm
Sat: 9:00am - 5:00pm
Sun: ---
Public Hols: ---
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DISCOUNT: Visitors from start local will receive a complimentary no obligation consultation at their home or work if they are located within a 15km radius of our office. Please mention this special offer.
Peter A. from 01 Apr 2012
Valid 01 May 2012 - 01 May 2013 (339 days left)
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