Navigate Financial - Manly (NSW)

5 /5 Tracey Croke: I chose Navigate Financial because they came through a good ol’ word-of-mouth recommendation from a friend. Further, it’s a Sydney/NSW based company with responsive people you can (within reason and biz hours) pick up the phone and have a chat with. I engaged Navigate to manage my Super and tax returns. Tony Borg and Jill Yang do a topnotch job of looking after those so I can have more stress free time playing out on my bike.

5 /5 Fan Wu: I’ve been using them for years, always had a great experience with Navigate Financial. The team is highly professional and incredibly efficient, especially Jill, quite impressed by her expertise and experience in the business domain. everything gets done smoothly without me having to chase things up. Jill explains the details clearly and gives me confidence that we are in good hands. It’s rare to find advisers who combine expertise with such friendly service.

5 /5 Hazel Jia: A big thank you to Jill Yang for resolving my Land Tax Assessment issue. When I was issued an incorrect notice by Revenue NSW, Jill treated it as urgent, applied her deep technical knowledge, and handled the entire reassessment from start to finish. Her communication was clear, her turnaround was fast, and the outcome was excellent. Five stars—would give more if I could.

5 /5 Ian Brandon: Ive been very satisfied with Navigate Financials services over the past 6 years. Sonia, Declan, and Tony understood my financial goals and provided clear, tailored advice on budgeting, investing, and retirement planning. Their expert guidance on superannuation and pension options gave me confidence to retire 4 years ago, and Declan and Tonys ongoing support has kept my plans on track. I strongly recommend their reliable financial advice.

5 /5 Charles Zha: I’m so grateful for the support from Navigate Financial. Jill and her team go above and beyond to make things easy to understand and care about their clients. I am feel much more confident about my finances and know I’m in safe hands. Couldn’t recommend them more!