Testimonials

When Richard first connected with Navigate Advisors, he was in a familiar position for many high-achieving professionals—earning a comfortable income yet feeling financially unstructured and uncertain about leveraging his wealth for long-term success.

Over several years, Navigate helped him transform his finances, moving from a paycheck-to-paycheck cycle to paying off his home and pursuing larger life goals. In his testimonial, Richard highlights how Navigate provided the financial clarity and purpose he needed to achieve a life he truly values.

“Highly recommend the team at Navigate, especially their Financial Planning and Peter. I was skeptical at first, expecting the usual sales pitch, but Peter took the time to understand our situation, goals, and risk tolerance to tailor advice specifically to us. We’ve already seen benefits in just 14 months. If you’re unsure, I’d say reach out—it costs nothing to chat!”

“It’s a big decision to go to a financial advisor and say ‘help us out,’ but it’s one of our best financial decisions. Since working with Peter Hastie, we’re in a stronger financial position, more aware of our money, and have a clear vision for retirement. He explains every step without pressure—just guidance. Our only regret? Not meeting him 10 years ago. We’d happily recommend Pete and Navigate Advisors to anyone."

“Incredible bookkeepers, financial advisors and all of the above. Best decision our family made. Love our Navigate legends!”

“JC and team were great to deal with and took away the pain of having to deal directly with "the banks"

“It certainly makes it easier to sleep at night knowing we have the best people representing us.”

“Navigate has played an integral part in our success. We have formed an awesome relationship based around transparent conversations and they genuinely care about our business.”

“We have always received prompt and effective service and everyone is a pleasure to deal with. I always recommend these services to friends and people around town, and I will continue to do so in future.”

“Having recently refinanced through Justin and his team I can honestly say they made a normally stressful process seamless and easy. Always available and happy to answer any queries. I would recommend them to anyone.”

“Navigate provides a well-rounded offering. You can easily solve many requirements within the same building, which is particularly important in today’s time poor world.”

“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.”

Testimonials

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