These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
Why we chose Navwealth?
Craig, Thanks again for yesterday. We truly mean what we said yesterday about our 2 meetings with you each year being two of the best days of our lives. Retiring is rather daunting not knowing whether you have enough money to live the rest of your life and be able to support your children and grandchildren when they might be in need. You give us peace of mind and we feel so much better and relaxed after spending time with you looking at our situation, so once again, a huge thank you. As I have said to so many friends, we first started to see you when I was 50, I just wish we had started at 40!!
Brian & Narelle
I feel I have gained a great deal from the entire Navwealth experience. I am so pleased that the initial free consultation was offered when we took out our mortgage. We now have life insurance, income protection, a detailed plan on our savings and overall long term goals. It has been beneficial for us as individuals but also as a couple, we had an idea of where our life together was going but we now feel that we fully understand each others ambitions, dreams and fears and we understand and have agreed on the plans we have to address them too.
Craig I just wanted to say a super special thank you for all the wonderful help and support you have given to my husband and myself. I believe your one on one discussion with my husband has allowed him to speak more honestly with you than he has with any other person so thank you for giving him that opportunity.
You are much more than an amazing Financial Adviser, you are a good friend. Please know that you are making a big difference to our lives and I am very grateful knowing that you are always there in good times and tricky times for our family.
Thank you so very much for your most excellent work. We have finally found helpful, knowledgeable people; better late than never.
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.
Your thorough presentation was most impressive, and you’ve given me some things to think about. Thanks heaps!