About Navigate SMSF

Navigate Self Managed Super funds is a practice established to help investors take control of their super retirement monies, maximise their returns and peace of mind that comes from knowing what your super monies are doing and how it is best positioned to take advantage of the numerous opportunities available. Unlike the vast majority of Advisers in the market place (85%), we are not owned or licenced by any large parent institution (bank or super fund). This means our solutions and advice is not tied to meeting the short term profits (objectives) of large corporate banks or meeting the main objective of retention of monies of industry super fund tied and subsidised Advisers. We are a privately owned practice established to give industry best strategies and advice that will stand the test of time, economic cycles and safe keeping of wealth for generations to come.

All of our advisers have industry leading qualifications-undergraduate degrees in Applied Finance/economics and postgraduate qualifications in Financial Planning. We actively participate in government reviews of retirement savings and are regularly quoted in the media. By far our biggest achievement is our consistent client satisfaction with our advice demonstrated by our word of mouth referrals we reguarly received from our happy clients.

We offer fixed fee upfront strategic advice and fixed fee yearly retainer packages to clients who wish to have the peace of mind that a professional adviser expert in the establishment, management and investment of their hard earned self managed super funds monies. To determine how a Navigate self managed super funds adviser can help you set up and/or manage your self managed super fund, contact our office for a complimentary chat with an expert today, 1300 505 565.