Our services

Now, more than ever, you need a modern wealth planning relationship that brings you straightforward advice to help you elevate your financial potential. We help connect the dots between key parts of your financial life so you can see what may be missing, fill in the gaps and plan for opportunities to help you build, grow, protect and preserve your wealth.

Expanding your wealth doesn’t have to mean embracing excessive risks. We believe genuine growth comes from reducing inefficiencies and making your money work harder, freeing up your time and resources in the process. That’s the essence of Navigate Wealth—every strategy we offer aims to optimize outcomes while keeping your interests at the center.

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Opmerklike statistieke

Finansiële Adviseurs

Global Bank

Rekeninge

120

Globale Markte

100+

Produkverskaffers

Our firma het 'n span ervare en kundige adviseurs wat daartoe verbind is om persoonlike leiding en ondersteuning te verskaf om ons kliënte te help om hul finansiële doelwitte te bereik. Of kliënte nou op soek is na welvaart, spaar vir aftrede, of beplan vir hul kinders se opvoeding, ons adviseurs het die kundigheid en hulpbronne om 'n pasgemaakte strategie te ontwikkel wat aangepas is vir hul unieke behoeftes en doelwitte.

Daarbenewens het jou firma 'n reputasie vir integriteit, deursigtigheid en aanspreeklikheid, wat help om vertroue en vertroue onder kliënte te bou.

Laastens bied ons firma 'n wye reeks finansiële produkte en dienste, insluitend beleggingsbestuur, aftreebeplanning, belastingbeplanning en boedelbeplanning, kripto, globale bankwese en finansiële belonings wat kliënte in staat stel om toegang te verkry tot omvattende oplossings wat aan al hul finansiële behoeftes in een plek.

Werk met Navigate Wealth bied aan kliënte gemoedsrus, wetende dat hulle 'n betroubare vennoot het om hulle op hul finansiële reis te lei.

Services

Assurance

Comprehensive Assurance and Insurance services to help clients mitigate risk and protect their lives. We provide expert guidance and tailored solutions to ensure peace of mind and financial security.

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Financial Planning

Customized financial planning services to help clients achieve their financial objectives, including retirement planning, education planning, tax optimization, and wealth preservation strategies.

Investment management

Portfolio and investment management services, utilizing a data-driven approach and personalized strategies to optimize returns and achieve long-term financial goals for our clients.

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Estate Planning

Estate planning services to help clients preserve their legacy and minimize taxes through wills, trusts, and other strategies tailored to their unique circumstances and objectives.

Tax Planning

Expert tax planning services, leveraging advanced strategies to minimize tax liabilities and maximize returns, while ensuring compliance with complex tax laws and regulations.

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Employee benefits

Designed to help employers develop and implement customized employee benefit plans that attract and retain top talent while also providing financial security and peace of mind to employees.

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Global Banking (Coming soon)

A suite of global banking services, including international money transfers and a local US, EUR, UK, SGD, CAD, AUD and TRY bank account to seamlessly manage your wealth across borders.

Crypto (Coming soon)

Comprehensive crypto services, including portfolio management, exchange, and investment advice to help clients navigate the rapidly-evolving world of digital assets with confidence and clarity.

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Financial rewards (Coming soon)

We reward our clients with monthly cashback for every financial product held, incentivizing sticking to your long term plan and providing additional value to our comprehensive suite of financial services.

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Foreign Exchange (Coming soon)

At Navigate Wealth, our team of dynamic and skilled financial advisors is dedicated to providing you with a top-rated foreign exchange service that complies with all regulatory and legislative requirements.

Speak to a Navigate Wealth specialist today

Just fill in the form below and our appointment bookings team will reach out to you to set up an online or in person meeting with your and the Navigate Wealth representative.