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

The earlier you define your destination, the clearer the path becomes. ✨It's easy to get caught up in the busyness of to...
12/07/2026

The earlier you define your destination, the clearer the path becomes. ✨

It's easy to get caught up in the busyness of today.

Sometimes the most valuable thing you can do is pause, think about where you want to be, and take one small step towards that future.

Your Destination. On Purpose, with Purpose.

🌟 Team Member of the Month – June: Andrew Bedos 🌟Congratulations to Andrew Bedos, our Team Member of the Month for June!...
09/07/2026

🌟 Team Member of the Month – June: Andrew Bedos 🌟

Congratulations to Andrew Bedos, our Team Member of the Month for June!

For more than 7 years, Andrew has been an integral part of the Navwealth Wealth team as an Adviser Support, consistently bringing positivity, professionalism, and dedication to everything he does.

Andrew is always willing to go the extra mile to support both our advisers and clients, working tirelessly behind the scenes to ensure our clients receive the exceptional service they deserve. His commitment to meeting clients, understanding their needs, and helping deliver great outcomes makes him a valued and trusted member of our team.

Thank you, Andrew, for your hard work, positive attitude, and ongoing contribution to the success of our team. We are grateful to have you as part of the Navwealth family.

👏 Congratulations and well deserved, Andrew!

Saving for a first home can feel challenging, but new and expanded government support measures may help more Australians...
08/07/2026

Saving for a first home can feel challenging, but new and expanded government support measures may help more Australians take the next step.

Whether it's buying with a smaller deposit, avoiding Lenders Mortgage Insurance, or making the most of super contributions to save for a deposit, understanding the assistance available could bring home ownership within closer reach.

Our latest article explains the key changes and what they could mean for first-home buyers.

Read more: https://navwealth.com.au/what-the-budget-changes-mean-for-first-home-buyers/

07/07/2026

🎉 Celebrating Simon's Retirement 🎉

What a wonderful evening celebrating Simon and an incredible career built on dedication, leadership, and genuine care for others. 💙

For more than 15 years, Simon has been a trusted adviser, mentor, and friend to so many. His knowledge, kindness, and commitment have left a lasting impact on our clients, our team, and the Navwealth family.

It was so special to celebrate this milestone surrounded by family, friends, and colleagues, sharing stories and reflecting on everything Simon has achieved.

Simon, thank you for everything you've given over the years. Your legacy will continue to be felt for many years to come, and we couldn't be happier for you as you begin this exciting new chapter.

Congratulations, and enjoy every moment of your well-deserved retirement! 💙 👏

This month we're celebrating three wonderful team milestones!Congratulations to Belle on 5 years, Glenda on 3 years, and...
02/07/2026

This month we're celebrating three wonderful team milestones!

Congratulations to Belle on 5 years, Glenda on 3 years, and Mary on an incredible 19 years with the team. Your dedication, professionalism, and commitment to supporting our clients and each other have helped shape who we are today.

Thank you for the care, knowledge, and positivity you bring every day. We are grateful to have you as part of the team and look forward to celebrating many more milestones together. 💙

The greatest inheritance isn't always financial; it's financial confidence.The conversations we have with our children a...
30/06/2026

The greatest inheritance isn't always financial; it's financial confidence.

The conversations we have with our children and grandchildren today can shape the financial decisions they make tomorrow.

At Navwealth, we're fortunate to support many families across multiple generations, helping build not only wealth but the confidence to use it wisely.

Explore simple ways to encourage healthy money habits at home.

👉 https://buff.ly/9aFUsQI

👨‍👩‍👧‍👦 Family businesses are the backbone of the Australian economy.Built on trust, loyalty and shared values, they oft...
30/06/2026

👨‍👩‍👧‍👦 Family businesses are the backbone of the Australian economy.

Built on trust, loyalty and shared values, they often bring unique strengths—but they can also bring unique challenges.

As your business grows, having the right structure and clear processes in place can help protect both your business and your family relationships.

Our latest article explores how family businesses can create harmony, manage complexity and plan for the future with confidence.

Read more 👉 https://navwealth.com.au/protecting-family-ties-in-a-growing-business/

🌱 In uncertain times, having a plan matters more than ever.While the world around us continues to change, staying focuse...
25/06/2026

🌱 In uncertain times, having a plan matters more than ever.

While the world around us continues to change, staying focused on your long-term goals can help bring clarity and confidence.

The best financial decisions aren't always about reacting; they're about staying true to your strategy.

Making decisions around aged care funding can feel complex, but understanding your options can make all the difference. ...
23/06/2026

Making decisions around aged care funding can feel complex, but understanding your options can make all the difference. Taking the time to learn how RADs work may help families feel more confident, informed, and prepared when navigating the aged care journey.

This article explores how RADs operate and why having clarity around accommodation costs can provide greater peace of mind for everyone involved.

Read more here: https://buff.ly/ZEQhr6w

22/06/2026

🏆 What a special moment!

While accepting her Bookkeeper of the Year 2026 award, Hayley took the time to recognise all the incredible bookkeepers in the room.

That's Hayley through and through.

Her passion for the profession, commitment to her clients, and support of the bookkeeping community are just some of the reasons this recognition is so well deserved.

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154 Pacific Highway
St Leonards, NSW
2065

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