To have points of contact that you know that you can trust. Who’s not adventurous and trying to tell you to do stupid things? The reliability, the continuity, and the relationships are what make me very comfortable being a client and referring them to other people.

They’ve helped me buy my last two homes, as well as succession planning and business direction. My wife’s involved; my family’s involved.

Thanks for your diligence and attention to detail before and during the meeting. Navwealth takes an interesting approach to financial planning, and your ability to listen is most appreciated.

Craig, a super special thank you for all the wonderful help and support you have given to my husband and me. Your one on one discussion with my husband has allowed him to speak more honestly with you, so thank you for giving him that opportunity.

We see financial planning not as something that’s pouring over a spreadsheet. It’s actually a discussion about something that’s real and tangible, and important to us.

Andrew was an absolute asset to our family when organising the financial plan for looking after both my parents. He helped our family make excellent strategic decisions about aged care and asset management. He did this all with tact, care and sensitivity. I am sure his advice and encouragement helped us to avoid potential family disagreements.

Andrew, together with Navwealth Staff, were very caring and professional in explaining the costs and plan for my mother’s aged care. At a time when the emotional stress of having one’s parent deteriorating, they were able to explain and guide me to what was best in care for her. I would totally recommend them. They have always been there to update and advise me quickly in their typical caring and professional manner, which is normal for Navwealth Staff.

Thanks for being such a great team. You really made getting the company up and going a straightforward process. I appreciate your continued efforts to bring me up to speed on Australian taxes, payroll, and accounting. It’s clear that operations wouldn’t be moving so well without the team at Navwealth. You guys rock!

Since my daughters are 29 and 26, I’ve actually done the right thing and I’ve set them up. In the right way, they’re going to be in very good hands because they’re interlinked with us through trusts. It means that the guys internally can talk about the tax implications for me, for the superannuation funds, and make sure all those things are integrated.