17 12, 2016

Navwealth 2016 Newsletter – Work & Play

By | December 17th, 2016|Categories: Blog|Comments Off on Navwealth 2016 Newsletter – Work & Play

A YEAR OF CELEBRATION & SUCCESS Welcome to our annual newsletter for 2016 2016 marked the 25th year we have been in business and a number of you have been with us since our very first year of operation in 1991. This is something that we are extremely proud of. We now have a number [...]

6 10, 2016

Navwealth – Reach Your Destination On Purpose

By | October 6th, 2016|Categories: Blog|Comments Off on Navwealth – Reach Your Destination On Purpose

Navwealth Financial Services works with clients to ensure that they reach their destination in life on purpose, and not by accident. To view the video please CLICK HERE or on image below:

13 09, 2016

Navwealth – Finalist in AFA Practice of the Year Award

By | September 13th, 2016|Categories: Blog, Financial Planning, Uncategorized|Comments Off on 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 [...]

22 06, 2016

HNW investors value role of advisers

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

We recently found the following article on www.financialstandard.com.au 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 [...]

21 06, 2016

Oliver’s Insights: Brexit or Bremain – or does it really matter?

By | June 21st, 2016|Categories: Blog|Comments Off on Oliver’s Insights: Brexit or Bremain – or does it really matter?

In his most recent Oliver's Insight, Dr Shane Oliver discusses the Brexit referendum to take place this Thursday. The key points are as follows: Uncertainty around the outcome of Britain's referendum on whether to Remain in or Leave the European Union has reached fever pitch. While a victory for the Leave campaign will likely see more [...]

14 06, 2016

COMPANIES AND OTHER TRADING ENTITIES

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

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 [...]

14 06, 2016

INDIVIDUALS

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

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 [...]

10 06, 2016

Navwealth awarded ‘Most Trusted Advisers’ again in 2016

By | June 10th, 2016|Categories: Blog, Financial Planning|Comments Off on 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 [...]

26 05, 2016

Accounting – End Of Financial Year Planning Email

By | May 26th, 2016|Categories: Accounting|Comments Off on Accounting – End Of Financial Year Planning Email

  An important message to you from the Navwealth Group This note is to remind you of some important considerations in preparation for the end of the financial year which is fast approaching. For those who have a business, this involves two very important and somewhat mutually exclusive planning events: Annual Financial Accounts Review and [...]

22 12, 2015

Navwealth’s Property Advisory & Buying service

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

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 [...]