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Navigate Wealth Financial Advisers & Planners
- Profile
- Our Team
- Downloads 3
- Testimonials
Overview
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 & 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 licence number 1596464).
For a complimentary consultation to experience the Navigate Wealth financial advice difference, contact our office today.
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Our Team Profiles
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Name
Peter Alvarez PositionSenior Financial Adviser ProfilePeter 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. |
Downloads
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How to find a good financial adviser E-book
All you need to know about how to select the right adviser for you.
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Advantages and Disadvantages of setting up a Self Managed Super fund
All you need to know to help you determine whether a setting up a self managed super fund is right for you. Written in plan easy to understand language.
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Navigate Wealth Financial Planner Profile-Peter Alvarez
An adviser profile introducing Peter Alvarez and the Navigate Wealth advisory practice.
Testimonials
""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.""
Address
Level 12, 61-63 Market Street
Sydney CBD NSW 2000
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Categories
- Banking & Finance Law
- Business Finance Brokers
- Financial Planning
- Mortgage Finance Brokers
- Portfolio Management
Payment Options
- Amex
- Visa
- Cheque
- Invoice
- Diners Club
- Mastercard
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