Blog

Meet the Team

Meet the Team! Name: Daniel Duan Role: Associate Adviser Qualifications/Experience: Diploma of Financial Planning/ Implementation, Client Services. Why did you choose the finance industry? It has always been a passion of mine and I have always been interested in finance. What did you want to be when you grew up? A Financial Adviser! What do [...]

By | December 10th, 2019|Categories: Blog|Comments Off on Meet the Team

People and Culture

A TEAM THAT PLAYS TOGETHER, STAYS TOGETHER! This year the Navwealth team retreat was in beautiful Bowral. As always it was a wonderful opportunity for the team to come together and have some fun, whilst sharing ideas and working collaboratively towards our goals for 2020. Highlights included fun games of tug of war & dodgeball, [...]

By | December 10th, 2019|Categories: Blog|Comments Off on People and Culture

A beautiful TRANSFORMATION

Bendooley Estate is the beautiful, tranquil, unique (and successful) brain-child of Paul Berkelouw and his family. Located in the magnificent Southern Highlands Bendooley has earned an outstanding reputation as a wedding venue, cellar door, restaurant and destination for accommodation. Recently the Navwealth team visited Bendooley Estate and were fortunate enough to meet Paul Berkelouw, who [...]

By | December 10th, 2019|Categories: Blog|Comments Off on A beautiful TRANSFORMATION

Navwealth News 2019: An update from our CEO

As we enter the final stretch of the 2019 calendar year, a look back and reflection shows that it certainly hasn't been dull. We regularly get feedback, especially from the clients who have been with us for many years, that they like to hear about what is going on at Navwealth. I have spent some [...]

By | December 10th, 2019|Categories: Blog|Comments Off on Navwealth News 2019: An update from our CEO

Navwealth Newsletter 2018

  Welcome to our annual newsletter for 2018... In this edition, Craig shares insights including learnings from 2017, which was a year of massive change in the Superannuation industry.  As more of our clients are entering a phase of their life when Aged Care for themselves or a parent is paramount, we have included information [...]

By | May 24th, 2018|Categories: Blog|Comments Off on Navwealth Newsletter 2018

Aged Care: Final Summary

Author: Andrew Wem, Wealth Adviser & Lending Specialist This is the final article in a series of Aged Care emails we have produced over recent months. By planning ahead and visiting a few care facilities in your area or close to where your support is, you can take comfort in the thought that if you [...]

By | December 12th, 2017|Categories: Blog|Tags: , , , , , , , , , , , , , , , , , , , , , , , |Comments Off on Aged Care: Final Summary

Estate Planning: What can you do now and why this is so important

Author: Andrew Wem, Wealth Adviser & Lending Specialist As we get older, it becomes more important than ever to have your assets structured correctly. This does not only ensure that they are protected and preserved for you and your loved ones but also prevents potential issues and costs associated with your assets in the future. [...]

By | November 27th, 2017|Categories: Blog|Tags: , , , , , , , , , , , , , , , , , , , , , |Comments Off on Estate Planning: What can you do now and why this is so important

Aged Care: It’s All About Cash Flow

Author: Andrew Wem, Wealth Adviser & Lending Specialist As life expectancy in Australia increases, the need for a comprehensive Aged Care has become more important. One of the most important matters that need to be addressed when discussing Aged Care is ensuring an effective cash flow that will support you or your loved one. Effective [...]

By | October 19th, 2017|Categories: Blog|Tags: , , , , , , , , , , , , , , , , , |Comments Off on Aged Care: It’s All About Cash Flow

Aged Care: Minimising Aged Care Cost

Author: Andrew Wem, Wealth Adviser & Lending Specialist Are you concerned that entering aged care may cost you hundreds of thousands of dollars and don’t know what you can do to reduce these costs? If so, then please read on, as with some timely planning and research, there are several ways that can help you [...]

By | September 20th, 2017|Categories: Blog|Tags: , , , , , , , , , , |Comments Off on Aged Care: Minimising Aged Care Cost

Aged Care: Aged Care Assessment and Facilities Review

Now that you (or a loved one) have decided, or been advised that it is time to look at living arrangements outside of your own home, there are some important steps you need to follow: Aged Care Assessment The first step is to call the Aged Care line on 1800 200 422 to book an Aged [...]

By | August 28th, 2017|Categories: Blog, Uncategorized|Tags: , , , , |Comments Off on Aged Care: Aged Care Assessment and Facilities Review