Harry Moustakas profile photo

Harry Moustakas

Navigate Advisory

Platinum
33 Yrs Experience
Balmain, NSW 2041

Hi, I'm Harry, Managing Director and Senior Financial Adviser at Navigate Advisory. I help people make the most of their money to live a great life.

As a Certified Financial Planner and Specialist SMSF Adviser, I work primarily with senior professionals, business owners, medical specialists and SMSF trustees.

Helping clients since 1992, I know a great life isn’t one-size-fits-all. It looks different for everyone.

Here's what I often hear:

People know they could be doing more with their money. But, they're overwhelmed with choices and opinions. And, they're worried they'll make mistakes.

It feels safer to stick with what they know, even if it means your money isn’t working as hard as it could.

At Navigate Advisory, we’re here to change that. We’re here to listen, educate and gently nudge you into action, so you can live up to your potential.

Even after so long in the industry, I’m still energised by the learning – whether it’s from clients, my team or personal research. There are always new strategies and innovations to master.

I love that my job allows me to build genuine, long-lasting relationships. Over the years, many clients have become friends – I genuinely care and want to see my clients do well.

I’m incredibly proud of the team we’ve built at Navigate Advisory. Mentoring our younger advisers as they grow into their potential – I find that incredibly fulfilling.

Are you ready for your entire financial world to make sense? What's next? Book a no-strings-attached 15-minute chat intro meeting https://navigateadvisory.com.au/contact/

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

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

At a glance

  • Adviser status Platinum
  • First year providing advice 1992
  • Years of experience 33
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • Greek

Navigate Advisory

Level 1, 442 Darling St
Balmain, NSW 2041
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

Alegra Wealth Pty Ltd

AFSL 559898