At Navwealth, we are committed to helping clients navigate their financial journey with intentionality and direction. It is the core of everything we do.

The Navwealth Way and our values underpin our promise to you, with a focus on purpose and direction. We are dedicated to delivering a holistic approach that ensures your financial well-being aligns seamlessly with your life goals.

Our Values

At Navwealth, our values serve as the guiding principles that shape our business and team culture, representing the unwavering standards we uphold in our approach.

Our values are the foundation of our mission to help clients achieve their financial aspirations with purpose, pride, and a focus on nurturing their confidence and peace of mind throughout their journey towards genuine financial freedom.

The Navwealth Way:

The Navwealth Way is our guiding philosophy, the compass that directs every action and decision within our team. It centres on the “why” behind what we do, emphasising intelligent approaches that align with our client-centric culture and collaborative ethos.

It reinforces a smart way of doing things and is aligned with our culture of serving the client and contributing as a team to achieve positive outcomes.

We celebrate achievements and learn from our failures.

Allowing us to understand their situation and provide clarity to help them achieve their destination.

We are constantly finding ways to evolve as individuals and as a team to assist our clients in their own financial evolution.

Driving our continued quest to be the benchmark in our profession to deliver the best for our clients.

Our Achievements

With decades of experience helping our clients align their financial goals with their personal and professional aspirations, we are proud to have earned the trust of our clients. Since 2014, we have consistently been recognised as Australia’s Most Trusted Advisers, a testament to the relationships we’ve built and the outcomes we’ve achieved together with our valued clients.

This recognition underscores our dedication to delivering professional and friendly financial guidance that makes a meaningful difference in the lives of those who partner with us.

Helping clients achieve their financial aspirations on purpose

We take great pride in helping our clients achieve confidence and peace of mind
as they navigate their life journey from stress and uncertainty towards true financial freedom.

  • David

    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.

  • Tony R

    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.

  • Deborah

    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.

  • Lauren

    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.

  • Tony S

    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.

  • Sarah

    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.

  • Steve

    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.

  • Aaron

    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!

  • Christopher

    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.

Destination on purpose