Peter Hastie

Navigate Advisors

Silver
14 Yrs Experience
Wagga Wagga, NSW 2650

I specialise in household cash flow, debt management and asset building advice for families and individuals. We incorporate family values and lifestyle choices in a financial plan tailored to individual objectives. Clients suited to our advice want to make their own lifestyle choices and be confident of a secure financial outcome. They also feel a responsibilty towards their money and want to be efficient managers while often managing a time poor lifestyle due to work and family committments. I have been in small business and working with families since the mid 1990s, both as a business owner and providing strategic financial planning advice. During this time, I have worked extensively with families, charity organisations and small business operators.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Fee structures are tailored to each client depending on complexity and client objectives. This is always discussed in our first appointment and could be a fixed fee, asset based fee or a mixture of both depending on what is suitable to our clients needs and requirements.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Navigate Advisors

Unit 1, Level 1, Piercy Place, 185 Morgan Street
Wagga Wagga, NSW 2650

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Navigate Licence Pty Ltd

AFSL 521367