Financial Planning

Navwealth – Finalist in AFA Practice of the Year Award

We are very pleased to advise that Navwealth has just been selected as a finalist in the AFA Practice of the Year award. This award recognises the development of business models in which innovation and best practice are driven by the principals, to manage the performance of their practice and address industry changes. The AFA Practice of [...]

By | September 13th, 2016|Categories: Blog, Financial Planning, Uncategorized|Comments Off on Navwealth – Finalist in AFA Practice of the Year Award

HNW investors value role of advisers

We recently found the following article on and thought we would share it with you. HNW (High Net Worth) investors value role of advisers The Legg Mason 2016 Global Investment Survey revealed that a growing number of Australians are seeking financial advice and place a considerable amount of trust in that advice. Legg Mason [...]

By | June 22nd, 2016|Categories: Financial Planning|Comments Off on HNW investors value role of advisers


2016 Budget - Small Business a change to the definition of SMALL  A small business is now considered to be one with turnover of $10 Million or less (formerly $2 Million), a significant increase in the base. Lower tax rates for small business for the 2017 financial year (27.5% rather than 28.5-30% for companies and [...]

By | June 14th, 2016|Categories: Accounting, Financial Planning|Comments Off on COMPANIES AND OTHER TRADING ENTITIES


INDIVIDUALS Super Government Co-Contribution entitlements means that for low income earners the government will subsidise specific contributions. If you make any personal Superannuation contributions ensure that you notify your provider of any contributions for which you intend to claim a tax deduction. Review your asset holdings in light of capital gains / losses incurred and [...]

By | June 14th, 2016|Categories: Accounting, Financial Planning|Comments Off on INDIVIDUALS

Navwealth awarded ‘Most Trusted Advisers’ again in 2016

We have recently receive the results from the Beddoes Institute for our participation in the Most Trusted Adviser Survey, and I am delighted to announce that myself, Andrew Wem, Stuart Hollman and Drew Hickey have again been awarded the ‘Most Trusted Adviser’ status. Being your “Trusted Adviser” on your life journey has always been our [...]

By | June 10th, 2016|Categories: Blog, Financial Planning|Comments Off on Navwealth awarded ‘Most Trusted Advisers’ again in 2016

Navwealth’s Property Advisory & Buying service

We are finding that an increasing number of our clients are engaging Buyers Agents to assist them with the search, negotiation and due diligence process for their next home and also for investment properties – helping save them time, stress and money. With four years of success stories with our clients, we are pleased to [...]

By | December 22nd, 2015|Categories: Financial Planning|Tags: |0 Comments

Global share markets fall despite sound fundamentals

All major share markets have been sold down heavily over recent days. The correction on equity markets has also been accompanied by ongoing falls in the price of commodities and emerging market currencies. Since the beginning of August, Australian shares are down 12%, with losses of 10% to 12% recorded across the United States, Europe [...]

By | August 26th, 2015|Categories: Financial Planning|Tags: |0 Comments

Mortgage tips from Shane Price

As the new financial year is now in full swing, it is a great time to review your mortgage/debts and ensure you are on the right track. Navwealth's Lending Specialist, Shane Price gives his top mortgage tips below... Saving Interest Thinking ahead Choosing carefully Getting the right advice Reducing Risk   Saving Interest With the [...]

By | August 15th, 2015|Categories: Financial Planning|Tags: , |0 Comments

Federal Budget Announcement 2015-16

The 2015-16 Federal Budget was announced last night and has (as expected) had significant attention in this morning's media. AMP have released various budget summaries including a detailed customer briefing document, an Oliver's Insights, and a Video summary of the announcement. We have included a link to each below, however the key points are as [...]

By | May 13th, 2015|Categories: Accounting, Financial Planning|Tags: |0 Comments