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.
Noteworthy statistics
30+ Years
Industry Experiences
R300mil +
Assets Under Advisement
1000 +
Contracts managed
R2Bil +
Long Term Assurance coverage in place for clients
Our firm has a team of experienced and knowledgeable advisors who are committed to providing personalized guidance and support to help our clients achieve their financial goals. Whether clients are looking to build wealth, save for retirement, or plan for their children's education, our advisors have the expertise and resources to develop a customized strategy tailored to their unique needs and objectives.
Our firm offers a wide range of financial products and services, including investment management, retirement planning, tax planning, and estate planning, crypto, global banking and financial rewards which allows clients to access comprehensive solutions that meet all their financial needs in one place.
Working with Navigate Wealth provides clients with peace of mind, knowing that they have a trusted partner to guide them on their financial journey.
Services
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Speak to a Navigate Wealth specialist today
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