Alistair Mettam profile photo

Alistair Mettam

Navwealth Financial Group Pty Ltd

Gold
14 Yrs Experience
St Leonards, NSW 2065

Navwealth delivers a fully integrated approach to your financial services needs. Offering wealth management, accounting services, tax planning, lending and business consulting services to UHNW, HNW and business clients. My role as Senior Wealth Adviser is to work with clients to deliver outstanding service and advice capabilities so clients can achieve their objectives.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Gold
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Navwealth Financial Group Pty Ltd

Level 1, 154 Pacific Highway
St Leonards, NSW 2065

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706