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Navigate Difference
Navigate Financial is a privately owned business providing long-standing financial advice in the Sydney, with offices in Manly.
Your goals are at the heart of everything we do. We take the time to get to know you and create a strategy that fits your life, priorities, and dreams.
Our expert team includes specialists in banking, superannuation, investment, insurance, accounting and SMSF (Self-Managed Super Funds). With a wide range of expertise, we can offer comprehensive advice to cover every aspect of your financial life.
We go beyond the basics. From investment strategies to retirement, tax planning, and estate advice, we ensure all the pieces of your financial puzzle fit perfectly together. Our innovative strategies have enabled clients to achieve their dreams while maintaining financial stability.
The financial world moves quickly, and so do we. Using the latest tools and insights, we help you stay ahead with strategies that are as dynamic as your goals.
At Navigate Financial, you’re more than a client—you’re a partner. We build long-term relationships based on trust, transparency, and your success.
Let’s work together to take the stress out of financial planning and create a clear, confident path to your future.”
Tony Borg
Ceo & Founder
“Here at Navigate financial you the client are central to everything we do, we take an innovative approach to understand your current situation, needs and drivers. Our overall approach is anchored in uncovering where you want to head in life, so we can assist with setting you on that course with the least amount of resistance.
While we offer a wide range of advice services what we truly offer is clients the peace of mind that all aspects of their financial needs are being met, removing the complexity and providing comfort in knowing they are on track to achieve their goals.”
Callan Townsend
Director & Advisor
“Navigate Financial stands apart by redefining what it means to our clients. We don’t just balance books or introduce investment opportunities; we empower our clients to navigate their financial journey with confidence and clarity.
By blending deep expertise with a modern, proactive approach, we provide solutions that go beyond compliance, unlocking growth opportunities and long-term stability.
Our commitment to personalised service ensures every client feels valued, understood, and equipped to make informed decisions.
With Navigate, it’s not about numbers; it’s about creating value, achieving goals, and building futures. We pioneer forward-thinking strategies that inspire trust and lead to meaningful, measurable success.”
Jill Yang
“At Navigate Financial, we redefine financial advisory through a unique blend of personalised service and comprehensive solutions. Our approach sets us apart in a crowded market by creating uncontested space. We provide top-quality service to everyday Australians in our community.
Historically, only the big four banks were able to provide comprehensive solutions. At Navigate, we offer the same, but without the hefty price tag. By leveraging innovative tools and staying ahead of industry trends, we offer solutions that are not only effective but also forward-thinking. Our commitment to excellence and client-centric philosophy means you receive the highest level of service and expertise.
We focus on understanding your individual needs and crafting tailored strategies that align with your financial goals. As a one-stop shop, you only need to share your information and goals once. From there, we develop a financial strategy that covers all areas and is time and cost-effective for our clients and ourselves.
Our team of experts collaborates seamlessly to provide a full spectrum of services. We work with financial advisers, accountants, lawyers, brokers, and buyer agents in an integrated approach that ensures every aspect of your financial life is covered, giving you peace of mind and a clear path to success.”
Helio Brindeiro
Managing Director & Advisor
