Founded in 2017, Navigate Private Wealth is a boutique advisory firm based in Melbourne, Australia. The company's mission is to provide bespoke financial guidance and build long-term partnerships with its clients, focusing on their unique goals and circumstances. They offer a comprehensive suite of services including wealth management, investment strategy, superannuation advice, retirement planning, and estate planning. The firm operates as a Corporate Authorised Representative of Navigate Advisory Pty Ltd, which holds an Australian Financial Services Licence (AFSL).

Founded in

United States