Navigate Financial
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Founded in 1991, Navigate Financial Manly is a Sydney-based financial advisory business, with offices in Manly, Sydney CBD and Chatswood.
Our purpose is to deliver professional, high-quality financial advice that provides our clients direction, expertise and confidence to achieve their lifestyle and financial goals.
24/04/2026
Today we pause to remember the courage, sacrifice, and resilience of those who served and gave their lives for our freedom.
On ANZAC Day, we honor the legacy of the ANZACs and all service men and women, past and present.
Lest we forget. šŗ
When business and personal debt start to blur, things get complicatedāfast.
Carol Hermann explains how the right mortgage strategy can cut through the noise, bring clarity, and help your finances work smarter (not harder).
Simple structure. Stronger strategy. Less stress.
ā¶ļø Hit play to learn more
Click more: https://www.navigatefinancialwealth.com.au/mortgage-strategy-for-business-owners-separating-business-and-personal-debt/
04/04/2026
A moment of pause, a sense of renewal. Navigate Financial wishes you a refined and restful Easter Sunday.
02/04/2026
Wishing everyone a peaceful Good Friday and a relaxing start to the Easter long weekend. šøš°
30/03/2026
Big ride, even bigger purpose š“āāļø
Our Executive Leadership Team at Navigate Financial Manly proudly took on this yearās Bobbin Head Cycle Classicāpushing limits, building connections, and supporting a great cause along the way.
Itās not just about the kilometers ridden, but the impact we make together. Hereās to strong legs, clear minds, and leading from the front.
17/03/2026
The recent increase in the cash rate highlights growing concerns around inflation and global economic uncertainty. Strong demand, rising fuel prices, and ongoing global tensions are all contributing to upward pressure on prices.
At Navigate Financial, weāre here to help you make sense of these changes and guide you toward smarter financial decisions. Reach out to learn how this may impact you.
10/03/2026
Itās been a massive first quarter at Navigate. Between our commitments with the SMSF Association, staying ahead of the upcoming Division 296 changes for Self-Managed Super Funds, welcoming our new clients from Beach Side Financial, and completing our first Q1 operating under our own licence ā itās been full steam ahead.
Add shifting markets and new global tensions, and itās safe to say itās been an eventful start to the year.
None of it would be possible without this incredible team.
Last week we took a moment to step away from the desks, enjoy some sunshine, and have a hit of bowls together ā a great way to reset. āļøš³
07/03/2026
We celebrate the strength, resilience, and achievements of women everywhere. š
Hereās to the women who lead, inspire, and make a difference every day.
š” Thinking about a Self-Managed Super Fund (SMSF)?
Callan Townsend, Financial Advisor and Director at Navigate Financial, explains how an SMSF can unlock tax-effective growth for you and your family.
In her latest video, Jill Yang breaks down the key tax shifts that happen before and after retirement ā and why the right structure matters. From using family trusts to optimise tax outcomes, protect assets, and distribute income effectively, she highlights how strategic planning today can significantly shape your financial position tomorrow.
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Opening Hours
| Monday | 8:45am - 5pm |
| Tuesday | 8:45am - 5pm |
| Wednesday | 8:45am - 5pm |
| Thursday | 8:45am - 5pm |
| Friday | 9am - 5pm |