Reviews by jennam1

This review is for Navigate Wealth Financial Advisers & Planners, Sydney NSW

verified email - 30 Nov 2011

"I am so glad that I sought advice from Peter Alvarez from Navigate Wealth after a colleague recommended I have a chat to him. I have always shied away from seeking financial advice as I thought seeking advice from a financial advisor was for high net worth investors. I have since learned that sound financial advice is essential and readily accessible to anyone who wants to secure a healthy financial future.

Peter was very helpful and very patient with explaining the ins and outs of investing in property and how to build a property portfolio. He outlined specific steps that I could take that would deliver benefits immediately. I now have a better understanding and clarity of my current cash flows and several options on property strategues over the next 10 years. I received non product related advice that was catered to my own personal situation that no accountant or mortgage broker had ever given me. I am now less apprehensive about my financial goals, the current economic environment and how I will achieve my goals.

I highly recommend Peter Alvarez from Navigate Wealth for invaluable strategic financial advice. Coming from a medical background, I appreciated Peter's ability to articulate complex tax and wealth creation strategies in terms that I could easily understand. Not only was the advice great but it was also great value.

thank you so much Peter Alvarez."

MJ