Living a Great Life: A Conversation with David and Virginia
For David and Virginia, financial freedom and lifestyle flexibility have been at the core of their story with Navigate Advisory.
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Living A Great Life: A Conversation with Dennis
Dennis Spiroski, a Senior Financial Adviser at Navigate Advisory, is finding balance in between meaningful work and adventures.
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Living a Great Life: A Conversation with Rekha
For Rekha, financial freedom and living authentically have been at the core of her story with Navigate Advisory.
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The New Financial Year Brings New Changes and New Opportunities
The 2025-26 financial year has ushered in a wave of legislative changes that will impact our clients across financial planning, accounting, business advisory, and lending.
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Aged Care Costs Are Changing from 1 November 2025 – Here’s What You Need to Know
If you’re thinking about residential aged care for yourself or a loved one, major changes are coming from 1 November 2025. These changes will impact the amount you pay and how fees are calculated.
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Employee Share Schemes: RSUs – The Double-Edged Sword of Your Equity Package
Restricted Stock Units – RSUs – are a type of Employee Share Scheme that you’ll likely encounter if you work in the tech world. Put simply, they’re company shares that are promised to you but come with strings attached.
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The Parents’ Dilemma: Helping Your Children Financially Without Sacrificing Your Great Life
When we ask our clients what a great life looks like, one thing comes up repeatedly: their kids being secure and getting a step on the property ladder. And that naturally leads to one of the most common questions: “How can we help our kids financially?”
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Living a Great Life: A Conversation with Carola
For Carola, financial independence and personal growth have been at the core of her story with Navigate Advisory.
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Living a Great Life: A Conversation with Steve and Annette
For Steve and Annette, financial security and freedom have been at the core of their story with Navigate Advisory.
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New Year, New Possibilities: Design your Great Life in 2025
While everyone’s hitting the gym and decluttering their wardrobes, let’s talk about giving your finances the refresh they deserve. No boring resolutions here – just practical moves to kick-start your great life in 2025.
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2024 Financial Review
What a ride 2024 has been in the financial landscape in Australia. From market swings to global headlines, it’s been a year that’s kept us all on our toes. As we reflect together, let’s look at the moments that shaped not just our financial world, but the stories that had us all talking around dinner tables and office water coolers.
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Creating a great life with more financial freedom
A great life is one where financial freedom allows you to live on your terms.
This freedom doesn’t look the same for everyone. It’s shaped by career, aspirations, and personal values.
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An Introduction to Self-Managed Superannuation
Self-Managed Superannuation is one of the most popular retirement savings vehicles in Australia. SMSF’s now control over 25% of money held in the entire Australian superannuation market with over 590,000…
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