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Navigate Wealth Financial Advisors and Planners Sydney

Our Mission

Navigate Wealth Sydney exists to provide the highest quality of financial advice to our clients, to help them realise their financial potential and fulfill their lifestyle goals.

Navigate Wealth Sydney advisors will mentor clients on their wealth creation journey with the utmost integrity. We undertake a long term commitment to our client’s financial well being.

What Makes Us Different

We take a unique approach to investing and advisory, one that is based on your goals and a wide range of investment options. We can look at all asset classes and investment vehicles because unlike most Financial Advisers, we are not owned by or operate under a major bank or financial institution’s Financial Services License.  We have our own Australian Financial Services Licence (332417) and we are privately owned by our senior staff.

In order to provide holistic and strategic advice, our advisers are also licenced property buyer's agents, under our sister company Navigate Property Pty Ltd*. This ensures our clients receive strategic advice giving them the peace of mind that they they are sufficiently diversified across all asset classes enabling them to focus their time enjoying what matters most to them, their family, lifestyle, careers and businesses.

All of our Advisers have industry leading qualifications including undergraduate degrees in Applied Finance/Economics and post graduate qualifications in Financial Planning. They are all well experienced and experts in Self Managed Super Funds - SMSF, with the founder of the practice being an accredited self managed super fund (SMSF) Specialist AdviserTM by the SMSF Association of Australia. They also participate in technical updates with each professional body in order to stay at the forefront of legislative changes and the unique opportunities they bring to investors.

Call our office today to arrange a time to discuss further our unique approach and how we may be able to help you to achieve your financial goals.

What do our clients say about us?

"Peter helped me at a crucial time when I needed reliable investment and financial planning advice. Peter opened my eyes to the possibilities I have to build my wealth and set myself up for the future. Peter is extremely knowledgeable, professional, approachable and honest. I would recommend Peter to anyone looking for financial advice. Thank you Peter!"

Laura
Marketing Manager, Lane Cove NSW

"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."

Ms J.M
Cardiac Sonographer, Bondi NSW

"Our relationship with Peter Alvarez 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 investment options and strategies. The continued open line of communications with Navigate Wealth has given us peace of mind as we work towards our future." 

Mr & Mrs Tamhane
IT Consultant,Neutral Bay NSW

"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 sounds financial planning.  

Annalisa & Michael

Marketing & IT Managers, Gordon NSW  

"With two young children I needed life insurance and income protection. I had chat with Peter Alvarez from Navigate Wealth and got the advice and help I needed. Their service has saved me much time, paperwork and most importantly money. With their help I was able to compare many different products efficiently and get the best advice and deal for me. Thanks Peter & the team."

Mr M.D.

Investment Manager, Paddington NSW

"I found my time with Peter from Navigate Wealth Financial Advisers to be most beneficial. Peter used his intimate knowlegde of property investments to provide me with clarity on cashflows on a property I was looking to purchase. Peter provided me with advice in a range of areas including tax benefits and cash flow management including advice on a plan B should rates rise dramatically from current levels. I found Peter to be very knowledgeable, helpful and masterful with figures."

Ms V.M Glebe NSW

"Peter thank you for your advice regarding my superannuation and insurance needs. You have saved me money on fees, consolidated my super, boosted its performance and I have a clear strategy on how I can best achieve my long term objectives using a self managed super fund. I will not hesitate to recommend your strategic advisory service to my family, friends and colleagues."

Mr Gunarajan.
Trader, Randwick NSW

"Peter helped us at a crucial time when I needed reliable investment and financial planning advice. Peter opened my eyes to the possibilities we have to build our wealth and set ourselves up for the future. I was impressed with the fact that Peter understood doctors and our careers and investment universe better than we did. Peter is extremely knowledgeable, professional, approachable and honest. I would recommend Peter to anyone looking for financial advice. Thank you Peter!"

Doctors C.Y and B.Y, Woollahra

 

Areas of service

Financial planning Sydney and advisory servicies provided to clients located throughout Sydney, the eastern suburbs, north shore, northern beaches, inner west, Parramatta, north western hills district. We also regularly visit a number of clients located in Canberra and Newcastle.

 

1300 505 565

 

Sydney Financial Planning Office-Level 6, 4 Martin Place Sydney NSW 2000

 Parramatta Financial Planning Office- 410 Church Street North Parramatta NSW 2151 (by appointment only)

 

*Navigate Property Pty Ltd-Licenced property buyer's agents-NSW lic 1596464  

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Financial planners and advisers to doctors - dentists - medical specialists - senior executives - family businesses - busy professionals