26 Reviews

Alex Naylor

Sift Wealth

Platinum

12 Yrs Experience

Sydney, NSW 2000

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Senior Planner & Partner | Sift Wealth | 02 8488 8130 | hello@siftwealth.com.au

Passionate about helping aspiring Australians achieve their financial goals through quality advice and innovative solutions.

I am fortunate to be a part of a fantastic team that love to help good people achieve their goals. Everyday we strive to make our clients more confident, less stressed and ultimately happier as a result of our advice & solutions.

I graduated from the University of Wollongong in 2013, with a degree in both Accounting and Financial Planning. Away from work, you will find me enjoying time with friends and family, out on the Port Hacking or volunteer fire-fighting with the Rural Fire Service.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates

5.00 June 2023

Alex was absolutely brilliant. He was able to explain complicated concepts to my husband and I, making it easy for us to understand. Alex went above and beyond for us at a time of high stress and was able to make us feel in control again. We are so appreciative of the work he does and beyond recommend.

5.00 June 2023

Alex went absolutely above and beyond to discover what our best options were, and explained to us clearly what our options were and what the results would look like.

4.75 January 2022

Alex advised me with clear and precise knowledge on my retirement alternatives and was very helpful with the superannuation mail trail in providing a knowledgeable view on what was best for my financial future

4.75 April 2019

Alex has given me advice on Income protection. Alex always explained everything to me in a clear way that was easy to understand. Im confident in the advice that was given to me by Alex was right for me and will help me to continue to reach my goals.

5.00 January 2017

The whole experience was valuable and I look forward to working with Alex in the future. Thanks Alex

Adviser status Platinum
Rating 4.90
Number of reviews 26
First year providing advice 2013
Years of experience 12
Highest qualification
- Bachelor of Commerce (Accounting and Financial Planning)
Language spoken
- English