Alistair Mettam

Senior Wealth Adviser

Qualifications: Bachelor of Commerce, Certified Financial Planner, Advanced Diploma of Financial Planning, Diploma of Financial Services (Financial Planning), Justice of the Peace

Accreditations: SMSF, Gearing, ASX Listed Product

Hello, I’m Alistair – Senior Wealth Adviser at Navwealth.

With over 14 years of experience in the financial services industry, I have a strong dedication to building long-term relationships with my clients. I take pride in working closely with people, understanding their unique circumstances, what is most important to them, and their future objectives in order to tailor optimal strategies – ultimately making a positive impact on their lives.

As a Certified Financial Planner, I help clients focus on what is important to them and navigate the financial complexities of life. I also work collaboratively with them to determine the best strategy required to meet their long-term wealth creation goals, giving them peace of mind and the ability to move forward with well-informed direction.

As a firm believer in the notion that the small changes made today can make a huge difference in the future, you can trust me to help you develop a comprehensive plan for your financial future so you can reach your destination in life with purpose.

When I’m not supporting clients with their financial goals at Navwealth, I spend precious time with my wife and two kids. I love to travel, especially if it involves a ski slope and enjoying the outdoors.

With decades of expertise in assisting our clients in aligning their finances with their personal and professional aspirations, we have consistently been recognised as Australia’s Most Trusted Advisers since 2014.

Anna

We are thrilled with Alistair’s expertise and personalised approach have transformed our financial journey. He took the time to understand our unique goals and aspirations, crafting a tailored plan that aligns perfectly with our vision for the future. His ongoing support and clear communication have empowered us to make informed decisions providing peace of mind.

Hiten

I couldn’t be more grateful for the guidance and expertise provided. From the beginning the advice was clearly tailored to my unique financial goals and concerns. The level of professionalism combined with a personal touch made me feel valued and confident that my financial well-being was in the best hands.

Matthew

Excellent intro to financial planning for us as we head towards retirement. For my wife, who is not so familiar with financial terminology, Alistair was particularly helpful in explaining in a clear and calm manner many aspects of investments and wealth management in general.