Skip to content
Navwealth Financial Services
  • AboutExpand
    • Our Approach
    • Our People
    • Careers
  • How we HelpExpand
    • Why Choose Us
    • Financial Planning
    • Accounting & Tax
    • Bookkeeping Resources
    • Business Advisory
    • Aged Care
    • Finance & Lending
  • Our Clients
  • News
  • ResourcesExpand
    • NavTalk Podcast
  • Contact
  • Login
Linkedin Facebook Instagram YouTube Twitter
Navwealth Financial Services

Testimonials

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.
[spacer height=”10px”]

Why we chose Navwealth?

 

quote-leftCraig, 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!! quote-right

Brian & Narelle
Navwealth Clients

[fusion_builder_container hundred_percent=”yes” overflow=”visible”][fusion_builder_row][fusion_builder_column type=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none”][spacer height=”20px”]

quote-leftI 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. quote-right

Claudia L
Navwealth Client

[fusion_builder_container hundred_percent=”yes” overflow=”visible”][fusion_builder_row][fusion_builder_column type=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none”][spacer height=”20px”]

quote-leftCraig 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. quote-right

Lauren
Navwealth Client

[spacer height=”20px”]

quote-leftThank you so very much for your most excellent work. We have finally found helpful, knowledgeable people; better late than never. quote-right

Krystyna
Navwealth Client

 

quote-leftThanks 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! quote-right

Deborah
Navwealth Client

[spacer height=”20px”]

[/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

  • About
  • How we Help
  • Our Clients
  • News
  • Resources
  • Contact
  • Login
  • LinkedIn
  • Facebook
  • Instagram
  • YouTube
  • Twitter
  • Navwealth Financial Services & Credit Guide
  • Terms & Conditions
  • Privacy Policy
  • Accounting Privacy Policy
  • Navwealth Engagement Agreement and Principles Guidelines

© Copyright 2025 Navwealth Financial Group Pty Ltd | All Rights Reserved

Disclaimer: Navwealth Financial Group Pty Limited ABN 71 064 594 350, trading as Navwealth. Navwealth is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.

Accounting, taxation, and business advisory services are provided by Navwealth Accounting Pty Ltd ABN 53 197 267 463, Liability limited by a scheme approved under Professional Standards Legislation.

Any advice provided by Navwealth Accounting Pty Ltd ABN 53 197 267 463 detailed above is provided independently of Navwealth Financial Group Pty Limited ABN 71 064 594 350 and our Licensee, AMP Financial Planning Pty Limited. Neither Navwealth Financial Group Pty Limited ABN 71 064 594 350 and our Licensee, AMP Financial Planning Pty Limited take any responsibility for any actions or services they provide.

General Advice Warning: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Testimonials: 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.

  • About
    • Our Approach
    • Our People
    • Careers
  • How we Help
    • Why Choose Us
    • Financial Planning
    • Accounting & Tax
    • Bookkeeping Resources
    • Business Advisory
    • Aged Care
    • Finance & Lending
  • Our Clients
  • News
  • Resources
    • NavTalk Podcast
  • Contact
  • Login