Navigate Group

Navigate Group offers a comprehensive range of financial services to accommodate the diverse needs of its clients. Whether you are a first home buyer, looking to accumulate wealth through investments & superannuation or looking to protect your income, Navigate Group can help.


The MORTGAGE BROKING service assists you to finance your home or investment property with a loan product that best suits your individual circumstances. This is done by your adviser completing research into product features and through our relationships with a wide range of lenders that allows the negotiation of favourable financial terms. Further to favourable terms, utilising the service will take the leg work and complexity out of the process as we guide you through each step of the property purchase.

This service comes at NO COST to you, so why would you walk straight to a bank which only offers its own products when you can utilise the free service of an experienced adviser that you can trust?


The FINANCIAL PLANNING service assists you to grow and protect your wealth so that you can achieve your personal and financial objectives. The service can be holistic or scoped to priority goals to provide financial and practical value to you:

Financial value
• Debt management; ensuring you have quality, cost effective loan(s) which are structured appropriately to optimise tax and interest.
• Investment planning; ensuring your savings are invested in a tax/growth effective manner to achieve your goals.
• Superannuation planning; ensuring you have a quality, cost effective fund with an investment strategy that will optimise your balance at retirement.
• Retirement planning; ensuring appropriate contribution strategies are in place to allow you to realise your vision of retirement.
• Personal insurance planning; ensuring you have sufficient, cost effective cover to protect your income and ensure that your family has the capacity to meet expenses in the event of premature death, sickness or injury.

Practical value
• We focus on providing an enjoyable client experience- we complete all the research, analysis, implementation and monitoring of the strategies, giving you time to focus on the things that you want to do in your life.

Navigate Group Pty Ltd (ACN 610 143 256) is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee.
Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters. Please click the following link to find out more about our financial advice services:
www.navigategroup.net.au/_file/Financial%20Services%20and%20Credit%20Guide%2011.7.16.pdf