Navwealth Group

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St Leonards, NSW
Navwealth Group

At Navwealth, we know that the key to a fulfilling life and successful business is having a clear destination in mind.

A destination that is as unique as you are. Established in 1991 and based on Sydney's North Shore, Navwealth offers a range of services to our clients to help them meet their individual financial goals. These services include:

-Wealth creation advice
- Self managed superannuation advice and administration
- Accounting
- Taxation services
- Business advice
- Estate planning
- Lending & mortgage advice
- Insurance advice

As a Navwealth client you have our team of 23 expert Accountants and Advisors who have years of experience between behind you every step of the way. Navwealth works with both individuals and small businesses and offer a range of small business services. Please visit our website to see our full range of services, usefull videos and news articles, and get to know us a bit better. If you would like to make an enquiry, please don't hesitate to send us an email or give us a call; we would love to hear from you.

-The Navwealth Team

Disclaimer: Navwealth Financial Group Pty Limited ABN 71 064 594 350, trading as Navwealth. Navwealth is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706. Accounting, taxation, and business advisory services are provided by Navwealth Accounting Pty Ltd ABN 53 197 267 463, Liability limited by a scheme approved under Professional Standards Legislation. Any advice provided by Navwealth Accounting Pty Ltd ABN 53 197 267 463 detailed above is provided independently of Navwealth Financial Group Pty Limited ABN 71 064 594 350 and our Licensee, Akumin Financial Planning Pty Limited. Neither Navwealth Financial Group Pty Limited ABN 71 064 594 350 and our Licensee, Akumin Financial Planning Pty Limited take any responsibility for any actions or services they provide. General Advice Warning: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Visit our website www.navwealth.com.au for a full description of services and a copy of our FSCGhttps://navwealth.com.au/wp-content/uploads/2025/03/Navwealth-Financial-Services-and-Credit-Guide-Version-3.0-dated-31-March-2025.pdf

25/10/2026

🎉 Some exciting news to share from the Navwealth team!

We're thrilled to be recognised as a finalist in the **2026 IFA Excellence Awards for Financial Impact of the Year!** 🏆

This is a special achievement for our entire team, who work hard every day to make a positive difference in the lives of our clients.

To our wonderful team, thank you for the passion, dedication and care you bring to everything you do.

And to our amazing clients, thank you for trusting us to support you on your financial journey. It's a privilege to be part of your story, and we couldn't do what we love without you.

We're incredibly proud of this recognition and excited to celebrate this milestone together! 💙

20/10/2026

Thinking about taking more control of your super?

For some people, a self-managed super fund (SMSF) can be a great fit. For others, the additional responsibilities, costs and time involved may outweigh the benefits.

That's why Craig Banning and the Navwealth team encourage clients to look beyond the investment options and think about what they really want from their retirement.

After all, your super should work towards the life you want to enjoy, not create unnecessary complexity along the way.

Curious about whether an SMSF might be right for you?

Take a closer look: https://buff.ly/qY1CQws

19/10/2026

“I love finding the strategy that helps a client see what’s possible.”

That’s what Daniel enjoys most about being a Wealth Adviser: understanding what someone wants to achieve and finding an approach that helps bring it into clearer view.

His own mornings usually begin with a quick workout and 30 minutes of reading before his son wakes up and life gets a little busier.

And when he’s not talking strategy? Japan, noodles and a good ski trip are all high on the list.

Meet Daniel, one of the people behind Navwealth.

15/10/2026

When it comes to aged care, there's no shortage of information. But information alone can't tell you what's right for your family's unique circumstances.

Understanding the system is one thing. Receiving personalised, licensed advice that considers your finances, your goals, and your long-term future is another.

Before making important aged care decisions, make sure you're getting advice that's tailored to you, not just general information.

👉 Learn more: https://navwealth.com.au/why-getting-the-right-aged-care-advice-matters-more-than-ever/

13/10/2026

🏆 Team Member of the Month - September

A huge congratulations to Hugo on being recognised as our September Team Member of the Month! 🎉

Since recently stepping into the role of Associate Director of Accounting, Hugo has continued to make a remarkable impact through his leadership, positive influence, and unwavering commitment to both our team and our clients.

His dedication has helped strengthen team culture, support outstanding client outcomes, and contribute to the strong financial performance of the Accounting team. Hugo leads by example, always willing to support those around him while driving excellence in everything he does.

We're excited to see the positive impact Hugo will continue to make in his new role and throughout the year ahead.

👏 Congratulations, Hugo, and thank you for everything you bring to the team!

11/10/2026

Your business has grown, your goals have changed, and you've worked hard to get where you are today.

But have you reviewed the structure you started with?

The right business structure can make a difference to how you manage tax, protect your assets and plan for the future.

Whether you're expanding, bringing in new owners or thinking about succession planning, it may be time to check whether your current structure still suits your needs.

Our latest article explores the different business structures, when a change might be worth considering and why getting the right advice matters.

👉 Read more: https://navwealth.com.au/has-your-business-outgrown-its-structure/

08/10/2026

This Financial Planning Week, we’re taking a moment to recognise an important milestone in the Value of Advice. 💙

98% of advised clients say their adviser supports them to make the best possible financial decisions.

That’s a statistic worth celebrating.

Because good advice isn’t about handing over control. It’s about having someone beside you to help make sense of your options, talk through the big decisions and give you greater confidence in the path ahead.

We’re incredibly proud of the Navwealth team and privileged to share that journey with our clients.

07/10/2026

🎉 Celebrating 13 Years of Katie Moore! 🎉

Today, we’re proud to celebrate Katie's 13th anniversary with Navwealth!

For more than a decade, Katie has been an integral part of our team as our dedicated Client Relationship Manager, consistently delivering exceptional service and care to our clients. Her commitment to going above and beyond, attention to detail, and genuine desire to help others have made a lasting impact on so many families we work with.

Katie is especially valued for her hands-on support with superannuation administration and the exceptional care she provides to our clients. She approaches every interaction with professionalism, heart, and a level of service that truly reflects the Navwealth way.

Thank you, Katie, for 13 years of dedication, loyalty, and outstanding client care. We are incredibly grateful to have you as part of the Navwealth family. ❤️

06/10/2026

Thank you, Anna, for sharing such thoughtful feedback. We’re grateful for your trust and so pleased that Alistair’s support has given you confidence and peace of mind along the way.

01/10/2026

🏡 Buying property doesn’t always have to be a race.

As market conditions change, buyers may have a little more room to think carefully about what’s right for them, not simply what they can secure.

That means knowing your budget, understanding your non-negotiables and having your finances ready so you can act with confidence when the right property comes along.

And if the changing market feels a little confusing, you don’t have to work it all out alone. The experienced Navwealth Lending team is here to help you understand your options and make informed decisions at every stage.

Preparation and patience can be just as valuable as speed.

Address

Level 1, 154 Pacific Highway
St Leonards, NSW
2065

Website

http://www.navwealth.com.au/

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