Benchmarking for Business Growth

Many business owners unknowingly put their personal wealth on the line by operating without a clear separation between business and personal assets. From legal disputes to costly mistakes, one claim could wipe out everything you’ve worked for. Discover how the right entity structures – from companies to family trusts – can protect your assets, optimise tax, and give you peace of mind to grow your business with confidence.

Tax on Investment Earnings

Gavin from Navigate Advisors Wagga explaining how ownership structures affect the tax on investment earnings

Many business owners unknowingly put their personal wealth on the line by operating without a clear separation between business and personal assets. From legal disputes to costly mistakes, one claim could wipe out everything you’ve worked for. Discover how the right entity structures – from companies to family trusts – can protect your assets, optimise tax, and give you peace of mind to grow your business with confidence.

Protect Your Personal Wealth from Business Risk

Many business owners unknowingly put their personal wealth on the line by operating without a clear separation between business and personal assets. From legal disputes to costly mistakes, one claim could wipe out everything you’ve worked for. Discover how the right entity structures – from companies to family trusts – can protect your assets, optimise tax, and give you peace of mind to grow your business with confidence.

Super or Mortgage: Where Should Your Surplus Go?

If you’re deciding between putting extra money into your super or your mortgage, you’re not alone. This blog explains the maths, the strategy, and why a bit of both might be the smarter choice.

From Cultiv8 to Navigate — Financial Advice That Feels Like Home

We’re pleased to welcome Mitchell Cawley as our newest Provisional Financial Planner at Navigate Advisors. With a strong foundation in financial planning and a commitment to helping clients navigate their financial futures, Mitchell brings both experience and enthusiasm to the team.

News at Navigate: Meet Our New Directors

Shannon Smith and Peter Hastie of Navigate Advisors

News at Navigate: Meet Our New Directors We’re excited to share that Peter Hastie and Shannon Smith have both been appointed to the role of ‘Director’ at Navigate Advisors. Both Shannon and Peter bring a wealth of experience, deep care for their clients, and a down-to-earth approach to their respective roles within accounting and financial […]

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