Navwealth Group

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

🎉 Celebrating Our Team! 🎉This month, we’re celebrating some wonderful work anniversaries across the Navwealth team!Congr...
01/09/2026

🎉 Celebrating Our Team! 🎉

This month, we’re celebrating some wonderful work anniversaries across the Navwealth team!

Congratulations Chris, Mary Faith, Gay, Brent, Helen, and Jennifer.

Thank you all for the dedication, energy and support you bring to Navwealth each day. We’re grateful for everything you contribute to our clients, our culture and each other.

Congratulations on your milestones, and here’s to many more! 💙

31/08/2026

🌴✨ Cebu Team Retreat 2026 ✨🌴

Recently, we had the pleasure of coming together with our incredible Cebu Team for a relaxing and memorable retreat centred around our theme, Fostering Connections.

We kicked off the retreat with meaningful conversations and an engaging AI workshop, exploring new ideas and opportunities for the future. From there, it was all about wellness and recharging, with the team enjoying a well-deserved spa experience followed by a lovely dinner together.

Day two brought even more fun as we headed to karaoke, where everyone surprised us with their hidden talents! There were plenty of laughs, cheers, and unforgettable performances.

The retreat was a wonderful reminder that while technology and innovation help us grow, it's the connections we build, the experiences we share, and the moments we create together that truly make our team special.

Thank you to our Cebu Team for making the retreat such a fantastic experience. We can't wait for the next one! đź’™

“But I can afford the repayments.” 💸It’s a conversation our Lending team hears regularly.What you feel comfortable borro...
27/08/2026

“But I can afford the repayments.” 💸

It’s a conversation our Lending team hears regularly.

What you feel comfortable borrowing and what a lender is prepared to approve can sometimes be two very different numbers.

Lenders assess far more than the repayment attached to the loan you’re considering. Income, existing commitments, living expenses and serviceability assumptions can all influence the outcome.

In fact, APRA currently requires banks to assess new housing borrowers with a serviceability buffer of at least 3 percentage points above the loan rate.

That can be frustrating when the numbers don’t seem to reflect the way you manage your finances in real life.

This is where experience matters: understanding how lenders view your position, what may be influencing the outcome, and what options genuinely exist.

Sometimes the first answer isn’t the whole story.

Thank you, Meredith, for such thoughtful feedback. We truly appreciate your trust and are grateful to be part of your fi...
25/08/2026

Thank you, Meredith, for such thoughtful feedback. We truly appreciate your trust and are grateful to be part of your financial journey.

When did you last look at your insurance?đź’­For many of us, it was probably around a big life event, buying a home, starti...
25/08/2026

When did you last look at your insurance?đź’­

For many of us, it was probably around a big life event, buying a home, starting a family, or taking on a new financial commitment.

But life doesn't stand still. And the cover that suited you five or ten years ago may not be quite right for the life you're living today.

The aim isn't necessarily more cover. It's knowing that what you have still protects the people, lifestyle and future you've worked hard to build.

If you can't remember the last time you checked, perhaps that's your reminder. đź’™

Take a closer look: https://buff.ly/n5eM4pu

“I love turning something complex into something clear and useful.”It’s a simple line, but it tells you quite a lot abou...
18/08/2026

“I love turning something complex into something clear and useful.”

It’s a simple line, but it tells you quite a lot about Nikhil.

As one of our Senior SMSF Accountants, much of his work happens alongside our advisers, auditors, and clients: solving problems, working through the detail, and helping the team find a clear way forward.

Meet Nikhil, one of the people behind Navwealth.

How are you coping with Payday Super?Now that Payday Super is here, it’s a good time to check how your business is adjus...
17/08/2026

How are you coping with Payday Super?

Now that Payday Super is here, it’s a good time to check how your business is adjusting.

âś” Payroll
âś” Super payments
âś” Cash flow
âś” Internal systems

Are they all working together – or is the change creating more work?

As Hayley Kalms says:

"Good systems and processes can make all the difference."

A quick review now could make managing Payday Super much easier going forward.

Rates change. Income changes. Families grow. Expenses creep up. And sometimes a repayment that once comfortably fitted i...
14/08/2026

Rates change. Income changes. Families grow. Expenses creep up. And sometimes a repayment that once comfortably fitted into life starts taking up much more room than you expected.

We have those conversations with clients all the time. đź’«

Sometimes there is something worth changing. Sometimes the loan is still doing exactly what it should. The important thing is understanding where you stand rather than simply assuming you have to live with it.

The Navwealth Lending team has worked with borrowers through many different interest-rate cycles, and we know that lending decisions are rarely just about finding the lowest number on a screen.

They’re about finding something that still works for your life.

No family should have to navigate aged care decisions alone. ❤️When someone you love needs care, there's often a lot to ...
10/08/2026

No family should have to navigate aged care decisions alone. ❤️

When someone you love needs care, there's often a lot to think about, and it's not just the financial decisions. It's about making choices that feel right for your family and giving everyone confidence in the path ahead.

As Andrew Wem, Navwealth's Aged Care Specialist, reminds us, the right advice can provide clarity and peace of mind when you need it most.

If you're starting to think about aged care for yourself or someone you love, we're here to help you understand your options and support you every step of the way.

Thank you, Rupert, for your kind words and trust. 💫 It’s always our goal to provide thoughtful, dependable advice that g...
06/08/2026

Thank you, Rupert, for your kind words and trust. đź’«

It’s always our goal to provide thoughtful, dependable advice that gives our clients confidence and peace of mind.

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Level 1, 154 Pacific Highway
St Leonards, NSW
2065

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