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Financial planning for people who want more.
Create a financial future that matches your ambition with personal, comprehensive solutions designed with you in mind.

Services

Our product providers

Navigate Wealth only works with the best product providers to ensure that you receive the highest quality financial solutions

Why Navigate Wealth?

We're independent 

As an independent firm, we provide unbiased advice and solutions tailored to our clients' unique financial situations, and  can recommend solutions that are not beholden to any specific financial product or institution.

We're customer centric

We provide highly personalized service and attention to their clients, taking the time to understand their specific financial goals and needs, and tailoring their advice and recommendations accordingly.

We're technology enabled

By leveraging a suite of technologies, we're able to provide a holistic approach to financial planning, considering all aspects of a client's financial life, including retirement planning, investment management, estate planning, tax planning, and risk management

Financial Advice Resources

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Wealthfront (Pty) Ltd (Reg No. 2024/071953/07), trading as “Navigate Wealth,” is a South African financial advisory firm and an authorised Financial Services Provider (FSP No. 54606). The information on this website is for general informational purposes only and does not constitute financial, investment, tax, legal, or other professional advice. While we strive to ensure that the information is accurate and up to date, we make no warranties of any kind regarding its completeness or reliability. Any reliance you place on such information is strictly at your own risk. Past performance is not necessarily indicative of future results. Before making any financial decision, you should consider your personal circumstances and, where appropriate, seek professional advice. Navigate Wealth will not be liable for any losses or damages arising from the use of this website or any reliance on the information provided herein. For tailored advice, please contact our qualified advisor/s directly. Full terms and conditions are available upon request.

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