At Navigate Finance and Wealth, we have access to an extensive panel of lenders and pride ourselves on making the sometimes daunting process of obtaining finance as easy and uncomplicated as possible.
Whether you are a first time buyer, buying land to build your dream home or an experienced property investor.
Creating a great financial plan for you takes time. After our initial meeting and once we have gathered the required information about you, we research strategies that best meet your goals and objectives. These strategies form the basis of our recommendation which we will then document within a Preliminary Assessment and present to you along with our recommended facilities to implement them.
Our 2nd meeting is your opportunity to ask questions and ensure you have a clear understanding of the strategies we are presenting. We see part of our role as educating you & your family to help increase your knowledge about finance. This way you are empowered to make the best choices from the advice we offer. These discussions may uncover an opportunity to refine a strategy or make alterations to our recommendations which you are more comfortable with. Once you are satisfied with the strategies and we have your authority to proceed we will work to implement these on your behalf.
This is only the beginning of a long term relationship we are committed to building with you & your family.
Navigate Finance and Wealth will continue to provide you with ongoing support, including: answering any questions you may have regarding your facilities and strategies; providing timely and professional reviews of your portfolio and keeping you abreast of any relevant legislative changes that may affect you. We are committed to being available to you during business hours and actively working with you & your family on your journey to financial freedom.
As our valued client, our focus will always be on you; your family, your goals, your objectives and your needs.
All services associated with Finance and Mortgage Broking are provided via Navigate Finance and Wealth Pty Ltd ABN 27 625 693 772 which is a Corporate Authorised Representative (no 508145) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit Licence 391237)
Jason Smith is an Authorised Representative (no 508187) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit Licence 391237)