That’s where Navigate comes in.

With more than 50 years’ combined experience behind us, we love nothing more than understanding your financial goals and helping you put the right strategies in place to make sure you get there.

We’ll even happily celebrate the milestones with you along the way. We’re good like that!

Talk to us about:

Wealth protection

  • Life insurance

  • Income protection insurance

  • Total and Permanent Disability insurance

  • Trauma insurance

  • Business insurance

Wealth creation

  • Investment advice and reviews

  • Managed funds

  • Share trading

  • Margin lending

  • Term deposits

  • Superannuation including Self Managed Super Funds

  • Tax minimisation

  • Salary packaging

Retirement planning

  • Superannuation

  • Estate planning

  • Centrelink entitlements

  • Pensions

“Gavin’s guidance is unquestionable. He is a strategic thinker committed to ensuring we are always on the front foot. We have complete faith in Gavin’s plans meeting our requirements.”
— Retirees Colin Fough and Denise Baron

To Navigate your roadmap to future success, contact us today – contact@navigateadvisors.com.au 

To view our latest Financial Services Guide click here alternatively if you would like to receive a paper copy, please contact our office.



Navigate Licence Pty Ltd’s Complaints Policy

What should I do if I have a complaint?

If you have any complaints about the services we have provided to you, you should take the following steps:

  • Contact your financial adviser or contact us by any of the following means:

Post:    Attn: Complaints Manager Navigate Licence PO Box 6056 WAGGA WAGGA NSW 2650

Email:  contact@navigateadvisors.com.au

Phone: 02 6927 0500

  • We will acknowledge your complaint within 24 hours of receipt if practicable to and we will try and resolve your complaint quickly and fairly.

  • If you need additional assistance to lodge a complaint, please use any of the above methods to contact us and we can engage accessibility services such as interpreters if required or we can assist you.

  • If the complaint can’t be resolved to your satisfaction within 30 days, you have the right to refer the matter to the Australian Financial Complaints Authority (‘AFCA’). Navigate Licence Pty Ltd is a member of AFCA. AFCA can be contacted on:

Post:    GPO Box 3, Melbourne, Victoria, 3001

Email:  info@afca.org.au

Phone: 1800 931 678

Where we need more time (for example due to complexity or difficulties investigating your complaint), we will write to you to let you know that we need more time, the reasons why and that you have the right to refer the matter to the AFCA is you are dissatisfied.

Navigate Advice Pty Ltd trading as Navigate Advisors ABN 24 614 319 274

Corporate Authorised Representative No. 001250588 of Navigate Advice Pty Ltd

Australian Financial Services Licence 521367