Nav Bhathal

Aussie Wealthy Life

Platinum
13 Yrs Experience
Sunnybank, QLD 4109

Recent reviews

Aussie Wealthy Life

135 McCullough St
Sunnybank, QLD 4109

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 22
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets

My fees

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

We utilise a wide range of service arrangements according to the clients specific objectives and needs. We will always strive to implement a service arrangement that suitable for clients.

Licensed by

Masu Financial Management Pty Ltd

AFSL 231140

4.75
22 Reviews
5
4
3
2
1
4.70
Clear communication
4.75
Knowledge & expertise
4.85
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 22

Sort by

3.25

"I am confident that Nav is doing the best for my future"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I always find Nav very helpful and engaged. His explanations were informative and concise. Pleasure doing business."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with my superannuation and the growth of it and very happy with the service. I will always recommend Nav to my friends."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Fair and understanding."

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

"I have always found Nav very helpful and great at explaining what I need to know."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great service from Nav as always"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nav has been taking care of my super for a couple of years in which it has increased , he does great work"

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with Nav’s management of my funds and explanation of what is required"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great advice. Great return .."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Totally recommend Nav to anyone looking to upgrade their financial security"

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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