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How we can help you
Advice Services
Everything we do is based on our philosophy of taking the time to discover what really matters to you.
Our experience
Our first meeting with you is of no cost and no obligation. We will meet with you and talk through what is important to you in life and deepen our understanding of your goals and objectives.
We will then partner with you to implement a financial strategy that’s right for you, a plan that’s adaptable to changing circumstances and that provides you the direction needed to give you peace of mind.
Over the last 30 years we have helped many clients. Over this time, we have refined our strategic advice process to allow us to provide your with personalised and consistent advice that will give you the best financial outcome.
Our advice process
Our process has been separated into six key sections, which are outlined below.
Step 1
Understanding Your Goals
We begin by discussing what’s most important to you. This no-obligation conversation helps us understand your life aspirations, allowing us to tailor our advice to your specific goals.
Step 2
Solutions & Costs
Next, we outline how we can assist and provide transparency around the associated costs. Our aim is to align our services with your needs, ensuring clarity from the start.
Step 3
Strategy Development
We develop a customised financial strategy designed to help you achieve your goals. This step focuses on creating a roadmap tailored to your circumstances and long-term vision.
Step 4
Plan Presentation
Your strategy is then presented to you, where we review and agree on the steps needed to proceed. This ensures you’re comfortable with the plan before moving forward.
Step 5
Plan Implementation
Once the plan is finalised, we work closely with you to implement it. We guide you through any associated products, ensuring everything aligns with your objectives.
Step 6
Ongoing Review
To keep your plan on track, we’ll review it regularly as agreed. This helps us adjust for any life changes and ensure you remain on course to achieve your financial goals.
Frequently asked questions
What are your fees?
There is no charge for the initial consultation meeting. If you choose to engage Navigate Financial we will provide you a quote based on the scope of the work.
What's the best way to get started with your firm?
Contact us for an initial chat to see if we are the right fit for you. Please send us a message via our contact form.
How long have you been in business?
Navigate Financial is a long-standing financial advisory business dating back to 1991. Director and Senior Financial Planners Tony Borg and Harry Moustakas have been providing financial planning advice for over 30 years.