Navigate Wealth Financial Advisers & Planners

"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

Peter from Navigate Wealth was very professional and offered a non-biased approach which was most important to myself and my husband when it came to our super planning. He has given us peace of mind with the best options for us in regards to Super, Income Protection, TPD and Life Insurance. I would recommend his services to anyone looking for sound financial planning.
Annalisa & Michael

Navigate Wealth Financial Advisers & Planners were professional and helpful in guiding me through the maze of super funds, insurance policies and financial advice. With such an important part of our financial security going somewhat unnoticed and unmanaged by large corporate funds i highly recommend the personal touch Peter offers through this business.

With two young children I needed life insurance and income protection. At Navigate Wealth I got the help needed. Their service has saved me much time, and most importantly money. With their help I was able to compare many different products efficiently and get the best deal for me.