Navigate Financial - Manly, New South Wales

Navigate Financial

Navigate Financial is a renowned financial planning company located in Manly, NSW, Australia. The company, led by experienced financial advisor Sonia, specializes in providing personalized financial planning services to help clients achieve their financial goals. With a dedication to empathy and personalized service, Navigate Financial has earned a stellar reputation among its clients.

The company is conveniently located at Address: Suite 4 2/2 Pittwater Rd, Manly NSW 2095, Australia. Their contact number is 290543074 and their website can be found at navigatefinancialwealth.com.au.

Specialties and Services

• Financial planning
• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Gender-neutral toilets
• Toilet
• LGBTQ+ friendly
• Transgender safe space
• Appointment required
• Appointments recommended

Opinions and Reviews

Navigate Financial has garnered a strong reputation with a 5/5 average rating based on 15 reviews on Google My Business. Clients appreciate the personalized attention and empathetic approach provided by Sonia and her team during what can be a challenging and emotional process of financial planning.

One client, a single mother of three teenagers, praised Sonia for her guidance and support in navigating through budgets and insurance policies during a difficult period of financial separation from her ex-spouse. Sonia helped streamline the client's financial situation, enabling her to consider her options with confidence and become financially independent.

Another client highlighted the company's commitment to creating a safe and inclusive environment for LGBTQ+ and transgender individuals. The wheelchair-accessible facilities and gender-neutral toilets further demonstrate the company's dedication to ensuring accessibility for all clients.

Overall, Navigate Financial stands out for its personalized approach, empathetic service, and commitment to creating a safe and inclusive environment for all clients. Whether you are seeking guidance on budgeting, insurance, or overall financial planning, Navigate Financial is well-equipped to help you achieve your goals with confidence and ease.

👍 Reviews of Navigate Financial

Rozz S.

5/5

After my divorce I needed to know my Super and Insurances were up-to-date, my Budget could support them and they were all working best for me as a single Mum with 3 teenagers. Sonia helped me navigate through my Budgets and policies and streamlined everything for me so I could consider my options. She walked me through all of it and with a true sense of empathy during what was a very difficult process of financially separating from my ex and becoming financially independent. Highly recommend Sonia and the team at Navigate Financial Group.

Mark Q.

5/5

Sonia Currey has been outstanding in her role as a financial planner to assist me over the last few years .Her approach in helping me with superannuation and investments has been professional at all times. She listens to any needs you require and she is always supportive and understanding .I would highly recommend Sonia to any prospective client who is in need of good financial planning.

Rick J.

5/5

Sonya is a great financial advisor, she has worked hard to understand our personal and financial goals.
She has created a balanced investment portfolio that is helping us achieve good financial returns in a difficult investment market.
She also provided solid advice regarding superannuation and insurance.
Easy to deal with a genuine caring attitude we would recommend her services as a financial planner.

Angus B.

5/5

Some months ago, I was diagnosed with terminal cancer. I reached out to my adviser, Callan Townsend to get some advice about withdrawing some of my super to pay for treatment and ancillary costs. Callan was nothing short of amazing – he went above and beyond to guide me through a traumatic process with my super company. I was going to move my financial planner as I have moved interstate - Callan is the reason I will stay with this company.

Craig B.

5/5

Sonia has provided excellent financial services to me in the past 3 years. She is professional, friendly and very knowledgeable regarding financial services, planning & superannuation. I definitely recommend Sonia and Navigate Financial Services.

Steve C.

5/5

Sonia Currey from Navigate has given me financial planning advice for the last couple of years. Her planning and advise has been first rate, giving me far better outcomes that I would have had otherwise.

Elena S.

5/5

Navigate is a highly professional and reliable company.

David S.

5/5

My experiences with NAVIGATE FINANCIAL has been all but positive. They offer professional financial advice where they operate in your best interest foremost. They are also very prompt in responding and following up on any matters you may raise. Highly recommend them for your financial needs.