Rory D'agostino

Navigate Financial Group

Silver
9 Yrs Experience
Brighton-Le-Sands, NSW 2216

Helping aspirational families grow their wealth so they can live a life not limited by money.

Dedicated to my passion of helping people, I take the time to understand your financial and lifestyle goals and strive to be at the forefront of innovative and customised financial strategies designed for you and your family.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

After the initial meeting we will prepare a personalised Letter of engagement which outlines the fees for service which will depend on the scope of advice required.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 17
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Bachelor of Commerce (Finance and Marketing)
  • Language spoken
    • English

Navigate Financial Group

Level 5, 376 Bay St
Brighton-Le-Sands, NSW 2216

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706