Peter Alvarez

Navigate Wealth Pty Ltd

Gold
19 Yrs Experience
Sydney, NSW 2000

I am the Director and Senior Adviser of Navigate Wealth, an independently owned and licenced financial advisory practice based in Sydney. My clients are spread throughout the eastern seaboard of Australia and they are attracted to my practice for advice based on direct investments (direct shares, direct property and Self managed super funds).

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

I am flexible with regards to preferred fee payment method. I tailor a fee package to suit my individual client's needs based on time and complexity.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Navigate Wealth Pty Ltd

Suite 1501, Level 15, 109 Pitt St
Sydney, NSW 2000

Opening hours

  • 7:00am – 7:00pm Monday – Friday
  • 8:00am – 12:00pm Saturday

Licensed by

Navigate Wealth Pty Ltd

AFSL 332417