Wat ons doen
By Navigate Wealth bied ons 'n omvattende reeks finansiële dienste om jou rykdom te beskerm en te laat groei. Ons ervare span bied versekering en versekeringsdienste om jou finansies te beskerm en langtermyn finansiële sekuriteit te verseker. Met ons beleggingsbeplanningkundiges kan jy 'n gediversifiseerde globale portefeulje bou wat in lyn is met jou doelwitte en risikotoleransie. Ons bied ook leiding oor kripto-geldeenheidbeleggings en globale bankdienste om jou beleggingsopsies uit te brei. Ons boedelbeplanning en belastingbeplanningsdienste verseker dat jou rykdom doeltreffend oorgedra word, en ons finansiële beloningsprogram bied maandelikse terugbetaling om produkte deur ons te hou. Sluit aan by Navigate Wealth om toegang tot hierdie dienste en meer te kry, wat jou finansiële toekoms verseker.
Message from our founder
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Shawn Francisco established Navigate Wealth with the belief that person and business should have a trusted financial advocate. Our firm carries that mission forward every day with every client.
Vision meets innovation
At Navigate Wealth, we’re on a mission to redefine what it means to receive first-class financial guidance in South Africa and beyond. We’re driven by a vision to become one of the country’s foremost digitally enabled financial advisory firms—where expert insights and innovative technology converge to help clients secure their financial future.
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Backed by a dedicated team of professionals, we offer comprehensive services spanning long-term assurance, medical aid, investment planning, retirement planning, estate planning, fiduciary services, and global investment advice. Our commitment to putting clients at the heart of everything we do means we continuously strive to make financial management simpler, faster, and more accessible.
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From safeguarding your loved ones through reliable insurance solutions, to helping you expand your horizons with international investments, we handle every aspect with an uncompromising focus on quality and trust. At Navigate Wealth, we don’t just provide financial advice; we equip you with the tools and confidence to thrive—both locally and globally. Let us guide you through your financial journey, so you can navigate life’s opportunities with clarity and peace of mind.
We're proudly South African
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From South Africa to the world
At Navigate Wealth, we take immense pride in our South African heritage and the incredible capabilities of our people. From our diverse team of experts to the dynamic clients we serve, we believe in harnessing the spirit of innovation and resilience that defines our nation. This unwavering commitment to excellence underpins our vision to build a globally recognized financial advisory firm—one that showcases South African talent on the international stage. With our clients as the driving force behind every decision we make, we remain passionate about delivering world-class advice and forging long-lasting relationships, both at home and around the globe.
Address
Milestone Place Block A, First Floor, 25 Sovereign Dr Route 21 Business Park, Irene, Centurion, 0178
Phone
012-667-2505
Begin met Navigate Wealth
Los vir ons jou besonderhede hieronder en ons sal binnekort na jou terugkom om 'n inleiding op te stel.