Navigate Financial Group 376 Bay Street, Brighton-Le-Sands, New South Wales 2216
About the Business
Welcome to Navigate Financial Group, located in Brighton-Le-Sands, Australia. Our institution offers a wide range of services including accounting, establishment, finance, insurance agency, lawyer, and is a point of interest for those seeking financial guidance.
At Navigate Financial Group, we understand that each individual's financial journey is unique. That's why we take the time to listen to your story and understand what is important to you. Whether you're a family, a business owner, or a member of the community, we are here to help you achieve your ideal financial future.
Our team of experts provides direction, knowledge, and experience to ensure that no detail is lost in crafting tailor-made solutions for your specific situation. We handle all the nitty-gritty in-between, allowing you to focus on your responsibilities to your loved ones and your community.
When it comes to home loans, we know that the size of the loan is not solely determined by your income. In an informative article, our Navigate Lending team explains the other factors that lenders consider when assessing your next home loan.
Financial wellbeing is a crucial aspect of our lives, and understanding its importance is essential. Callan Townsend explores the contributing factors and elements that make up financial wellbeing in an insightful article.
Preparing for aged care can be a stressful time, but our Accredited Aged Care Professional, Dennis Spiroski, is here to guide you through the process. He discusses the costs involved and how Navigate Financial can assist you in making informed decisions.
SMSFs (Self-Managed Superannuation Funds) are becoming increasingly popular as retirement savings vehicles in Australia. Our Certified Financial Planner, SMSF Specialist Adviser, and Navigate Director, Harry Moustakas, introduces SMSFs and their benefits.
Navigate Financial Group Pty Ltd, as trustee for NFG Unit Trust, is an authorised representative and credit representative of AMP Financial Planning Pty Limited. We are licensed and regulated to provide financial services and advice. Please note that the information on this website is general in nature and may not take into account your specific objectives, financial situation, or needs. It is important to consider your individual circumstances before making any financial decisions based on the information provided.
Upgrade to Microsoft Edge for a better viewing experience on our website. We look forward to hearing your story and helping you navigate towards a brighter financial future.
Location & Phone number
376 Bay Street, Brighton-Le-Sands, New South Wales 2216, Australia
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I worked with Rory to organise my loan, super and insurance. He always goes above and beyond and explains it all so I can understand. Happy with the advice and the outcomes. Easy to deal with and very personable."
"Rory D’Agostino helped us through our mortgage application. The process was easy and quick. Rory is very knowledgeable and professional. We also locked in a great interest rate. Would recommend highly."
"Rory D’agostino, one of the best in the business. Had my income protection and TPD provided through Rory. Very switched on and provides an amazing service. Down to earth and very professional. I highly recommend navigate financial and Rory to all my colleagues and friends."
"Fantastic service! With so many brokers out there we're glad we came across Navigate. They were professional from the start and their knowledge was spot on. Thank you Dennis :)"
"Could not be happier switching my funds and investments with Navigate Financial. One of their young financial advisors Dennis has a sixth sense in investing and making profit for his clients. A highly motivated and talented individual who goes above and beyond for his clients. If you want a trustworthy and exceptional financial advisor, definitely reach out to him."
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