Capitalise on your full potential with a plan for your financial future
You worked hard to get here.
Now let your money do the heavy lifting.We get it – you know deep down you could be doing so much more with your money. But every time you think about making a big financial move, the overwhelm sets in.
- What if you make mistakes?
- What if you miss out on something better?
It’s safer to just stick to the basics, even if that means your money sits idle.
At Navigate Advisory, our experienced team of experts are here to give you the direction you’ve been missing and the confidence to capitalise on your full potential.
Financial freedom to say “yes!”
Simplifying complex money matters grants clarity to make decisions that fuel your long-term best.
Clarity to navigate complexity
Regardless of life’s twists, you feel confident you’re making the most of your money and optimising every opportunity.
Confidence in money decisions
When all the pieces of your financial life are aligned and fueling possibilities, you boldly embrace life’s moments.

When your entire financial world makes sense, you gain the power to say “yes!” to bold life choices.
Our financial advice and wealth planning services
How it works
Chat with a Financial Adviser
Let’s start with a 15-minute intro call or virtual chat so we can learn about your situation and see if we’re a good fit to work together.
Discovery Meeting
In our initial meeting, we’ll have an open conversation to understand your full financial picture and run through some high level strategies to show you what’s possible.
Map and Plan Meeting
See your full financial picture mapped out – income, debt, savings and investments. See your progress towards your goals and the short, medium and long-term impact on your money.
Advice and Action
We’ll crunch the numbers and map out an action plan addressing your priorities and ‘what ifs’.
You’ll get practical recommendations that make sense for your situation – a financial to-do list to optimise your wealth, along with structures, systems, and products tailored to you.
We do the heavy lifting to implement the recommendations of your financial plan.
Progress and Adapt
We’ll meet either once or twice a year to review your plan, celebrate wins and course-correct if needed.
And we’re a call or email away in between meetings too. We want you to contact our team anytime you’re facing a money decision that impacts your plan and priorities.
Years of guiding people just like you taught us that the path forward looks different for everyone. But no matter where you’re heading, we’re here to listen, educate and gently nudge you into action.
Meet our Financial Advisory team
Kind words from our clients