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).
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.
Peter has helped my wife and I for many years to build our wealth leading into retirement and minimise our risks and stresses within retirement. I hear from him regularly and he is always keen to ensure we have understood where our investments are, and how they have been performing. I have no hesitation recommending Peter to my friends and anyone who like us is approaching retirement and seeks to boost their assets prior to retirement in a tax effective manner.
Peter was a great help in sorting out my super and showing me how I can make the most of it using a self managed super fund. I have no hesitation with saying Peter is a self managed super expert and very knowledgeable with regards to building and maximising property investments/portfolio, thanks Peter!
great easy to understand adviser with super handy practical advice to help take the stress and worry out of my financial affairs and to help build up my nest eggs.
Peter offers excellent service and financial advice to save me thousands in tax and has made me hundreds of thousands in profits over the years. I have no issue referring Peter to my family and friends and encourage all non clients to have a chat with him to find out for themselves how honest Peter is.
A journey that seemed to be very complex and daunting has become manageable and achievable in simple steps with Peter's advice. The advice has been tailored to my particular needs and goals. Peter is pleasant and very knowledgeable, and he has demonstrated a genuine interest in helping me succeed in achieving my goals. I now see a clear path to buying my next property and starting my business.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2005
- Years of experience 18
- Graduate Diploma of Financial Planning
Navigate Wealth Pty LtdSuite 1501, Level 15, 109 Pitt St
Sydney, NSW 2000
- 7:00am – 7:00pm Monday – Friday
- 8:00am – 12:00pm Saturday
Navigate Wealth Pty Ltd