Andrew Wem

Director, Senior Wealth Adviser & Aged Care Specialist

Qualifications: Bachelor of Science, Master of Business Administration, Diploma of Financial Planning, Certified IV Financial Services (Finance/Mortgage Broking), Diploma of Finance and Mortgage Broking Management, Certified Financial Planner, Justice of the Peace.

Accreditations: Accredited Aged Care Professional, SMSF Specialist Accreditation.

Hi. I am Andrew Wem – Director, Senior Wealth Adviser and Aged Care Specialist at Navwealth.

With over 25 years of experience as a Financial Adviser, I have already encountered a diverse range of financial circumstances and successfully guided clients through various financial planning scenarios. My extensive background allows me to provide a unique perspective and design innovative solutions that surpass expectations.

With a multitude of respected accreditations and years of industry experience, I maintain a positive outlook and believe that there is a solution to every unique situation. That’s why I always go above and beyond for my clients and find fulfilment in seeing them achieve their dreams – whether it be going on a holiday, saving for a wedding, starting a family, planning retirement or transitioning into aged care.

Although my initial career path was in Materials Science, I have discovered that my true passion lies in the financial services field. I find purpose in developing big-picture strategies and providing structure to my clients’ finances, which in turn leads them towards their life goals.

As an advocate for education and organisation, I take pride in helping individuals understand and manage their finances. My approach involves bringing order and structure to your finances while guiding you through each step of the process.

As a professional, I provide sound financial advice that protects and supports my clients. Outside of work, I am a proud father, outdoor enthusiast and surf lifesaver, so when I’m not in the office, you can find me enjoying the outdoors somewhere.

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.

Ian

Andrew’s advice has been the reason that I am able to enjoy a comfortable retirement. He involves me in the decision making if a change of strategy is required and is available to answer any queries that I have. I would highly recommend Andrew to anybody seeking to retire.

Pamela

Andrew is so patient – helpful- he takes his time to explain things to me- a person without a financial background. I appreciate his help and that he shows genuine interest in his clients.

Mark

Andrew and Navwealth have been a breath of fresh air. Andrew is approachable- has spent time understanding our current situation and goals- and set up financial structures that we are both comfortable with and which are providing confidence in our financial future.