Navigates Financial Planning Advisers2019-01-10T12:55:42+00:00

ADVISERS

Advisers

A penny saved, is a penny earned. This is an most important financial lesson that applies at all stages in life, & perhaps none more so than in retirement & aged care. Financial planning helps a person to grow & protect wealth and be prepared for any kind of sudden unforeseen adversity. It can help to safeguard your family and help you to plan live a comfortable and respectable life, even after your retirement.

Navigates Financial Planning has the following financial advisers which work with us and part of the team.

What kinds of financial services are you authorised to provide me and what kinds of products do those services relate to?

Julie

You should contact Julie if you are requiring advice on. The following Risk Insurance Products:

  • Life Insurance
  • Total and Permanent Disablement Insurance (TPD)
  • Income Protection Insurance
  • Business Expenses Insurance
  • Trauma/Critical Illness Insurance
  • Business Insurance (Keyman, Ownership, Buy/Sell)

Phil

You should contact Phil if you are requiring advice on:

Full Financial Services and Products:

  • Investment advice
  • Retirement planning
  • Inheritance management
  • Wealth creation
  • Superannuation
  • Life insurance
  • Income Protection
  • Debt management
  • Estate planning

Michael

You should contact Michael if you are requiring advice on:

Full Financial Services and Products:

  • Investment advice
  • Retirement planning
  • Inheritance management
  • Debt management
  • Estate planning
  • Aged Care Transition
  • Refundable Accommodation Deposits
  • Daily Accommodation Payment

Please complete the contact form – Julie, Phil or Michael will contact you and provide you with their Financial Services Guide and work with you to make things happen. If you would like to discuss with the advisers, before you choose, they will contact you as they just want to help you so that you have peace of mind.