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

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"Peter has always been able to explain everything in a clear and easily understood way. After only our initial meetings, Peter's knowledge and understanding of our situation was evident. His experience with products and advice was exactly what we needed. Peter was always available to answer any call, text or email promptly when we had questions and he has been efficient in acting on our action plan on our behalf, before and after setting it in place. I am a type of person who wouldn't want my reputation ruined and hesitant to give reviews, but on this occasion, I would have no hesitation recommending Peter to my wide circle of family and friends."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has provided our family sound cash-flow, investment, superannuation, general living & debt reduction advice for many years. Peter explains things to us in a clear way, and his advice allows us to tailor our cash-flow through the various stages of family life. I recommend Peter to anyone wanting to gain control of their finances, reduce debt, and set themselves up for a comfortable future."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter is excellent to deal with; he is very responsive to any questions, and takes the time to explain changes and recommendations. Peter also has the patience to deal with changes that I have requested and also works out the best way to do things and always provides sound advice. I would thoroughly recommend Peter to anyone seeking to engage the services of a Financial Planner."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter's commitment and willingness to meeting our current and future financial needs has been invaluable to us! His accessible, approachable style and no nonsense communication has ensured that we get the right answers at the right time. The performance of the products that Peter has established on our behalf has been beyond expectation and we have piece of mind knowing that we are in excellent hands. I have no hesitation in recommending Peter!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"great people to deal with, the cash flow management has been a significant part of my strategy, my investment portfolio has been tailored to suit our needs. been working with peter and his organisation for over five years. very happy with our relationship"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

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

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2013

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Charles Sturt University (CSU)
Completed
2013

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Advice in Margin Lending

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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