10 06, 2016

Navwealth awarded ‘Most Trusted Advisers’ again in 2016

By |2016-11-05T07:48:56+11:00June 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 |2016-11-05T07:48:56+11:00May 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 |2016-11-05T07:48:56+11:00December 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 [...]

17 12, 2015

SMSF Record Keeping Requirements

By |2016-11-05T07:48:56+11:00December 17th, 2015|Categories: SMSF|Tags: , |0 Comments

One of your responsibilities as a trustee is to ensure proper and accurate tax and super records are kept. In the article and video below, the ATO provides valuable information on the information that should be kept and recorded as part of your Self Managed Superannuation Fund compliance requirements. Click image below to read full [...]

26 08, 2015

Global share markets fall despite sound fundamentals

By |2016-11-05T07:48:56+11:00August 26th, 2015|Categories: Financial Planning|Tags: |0 Comments

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 [...]

15 08, 2015

Mortgage tips from Shane Price

By |2016-11-05T07:48:56+11:00August 15th, 2015|Categories: Financial Planning|Tags: , |0 Comments

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 [...]

29 07, 2015

Alex Gassner writes …

By |2016-11-05T07:48:57+11:00July 29th, 2015|Categories: Blog|Tags: |0 Comments

We recently communicated to you asking you to join us in congratulating Alex Gassner, who has recently fully transitioned into the role of Wealth Adviser. Alex is not new to Navwealth having joined our team back in January 2013 as a Research and Technical Analyst where he helped to develop comprehensive strategies for clients. His [...]

22 06, 2015

30 June is coming soon!

By |2016-11-05T07:48:57+11:00June 22nd, 2015|Categories: Accounting|Tags: , |0 Comments

With the end of the financial year fast approaching, NOW is the time to consider your financial and taxation circumstances before 30 June. In other words, have a look at how the financial year has transpired and consider any strategies that may warrant action before it ends. The following contains information that where applicable to [...]

13 05, 2015

Federal Budget Announcement 2015-16

By |2016-11-05T07:48:57+11:00May 13th, 2015|Categories: Accounting, Financial Planning|Tags: |0 Comments

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 [...]