User Login

Navigate Wealth Financial Advisers & Planners

5 0

No Reviews

0

Level 12, 61-63 Market Street, Sydney CBD NSW 2000

  •  Overview 
  •  Photos 
    2
  •  Our Team 
  •  Testimonials 

Business Overview

 
Banking & Finance Law, Business Finance Brokers, Financial Planning, Mortgage Brokers and Portfolio Management

Read More...

Customer Reviews

Photo Gallery

Our Team Profiles

Peter Alvarez
Name

Peter Alvarez

Position

Senior Financial Adviser

Profile

Peter is the founder of Navigate Wealth and its senior adviser. He has a Bachelor in Applied Finance and a Post Graduate Diploma in Financial Planning.

Please see downloads section for an adviser profile for further information about Peter.

Testimonials

Please note that the following testimonials are collected, supplied and maintained by Navigate Wealth Financial Advisers & Planners.

Mr & Mrs Tamhane, Neutral Bay, NSW
"Our relationship with Navigate Wealth has been exceptionally productive from the start. We feel that the financial advice is specifically tailored to our complex needs and is heavily focused on maximising our benefit. The entire process has been very educational and has enhanced our understanding, as well as appreciation, of the various financial instruments. The continued open line of communications with Navigate Wealth has given us peace of mind as we work towards our future."

Categories

  • Banking & Finance Law
  • Business Finance Brokers
  • Financial Planning
  • Mortgage Brokers
  • Portfolio Management

Keywords

investment asset accumulation, independent, superannuation, self managed super funds, total industry comparisons, expert, unristricted, self managed superannuation funds, retirement planning, expertise, financial advice, home loan debt elimination, financial planning, sydney based, risk and cash flow management, unbiased advice, personal insurances, unaligned advice, not institutionally aligned financial planning advice, salary packaging

Photo Gallery

Navigate Property Buyer's Agents Navigate Wealth Financial Advisers

Downloads

How to find a good financial adviser E-book

All you need to know about how to select the right adviser for you.

Advantages and Disadvantages of setting up a Self Managed Super fund

All you need to know to help you determine whether a setting up a self managed super fund is right for you. Written in plan easy to understand language.

Navigate Wealth Financial Planner Profile-Peter Alvarez

An adviser profile introducing Peter Alvarez and the Navigate Wealth advisory practice.

Show all 3 downloads

Payment Options

  • Visa
  • Mastercard
  • Amex
  • Diners Club
  • Invoice
  • Cheque