I help business owners & professionals manage and optimise their financial capital and protect their human capital. I specialise in Self Managed Super Funds and highly individualised managed investments using direct equities and property.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe are a fee for service practice. We charge a flat fee for initial, ad hoc and ongoing services.
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 2
- First year providing advice 2017
- Years of experience 9
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Highest qualifications
- Master of Business Administration
- Master of Business
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Language spoken
- English
Navigate Advisory
Level 5, 376 Bay StBrighton-Le-Sands, NSW 2216
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alegra Wealth Pty Ltd
AFSL 559898