Navwealth Group

Navwealth Group At Navwealth, we know that the key to a fulfilling life and successful business is having a clear destination in mind.

A destination that is as unique as you are. Established in 1991 and based on Sydney's North Shore, Navwealth offers a range of services to our clients to help them meet their individual financial goals. These services include:

-Wealth creation advice
- Self managed superannuation advice and administration
- Accounting
- Taxation services
- Business advice
- Estate planning
-

Lending & mortgage advice
- Insurance advice

As a Navwealth client you have our team of 23 expert Accountants and Advisors who have years of experience between behind you every step of the way. Navwealth works with both individuals and small businesses and offer a range of small business services. Please visit our website to see our full range of services, usefull videos and news articles, and get to know us a bit better. If you would like to make an enquiry, please don't hesitate to send us an email or give us a call; we would love to hear from you.

-The Navwealth Team

Disclaimer: Navwealth Financial Group Pty Limited ABN 71 064 594 350, trading as Navwealth. Navwealth is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706. Accounting, taxation, and business advisory services are provided by Navwealth Accounting Pty Ltd ABN 53 197 267 463, Liability limited by a scheme approved under Professional Standards Legislation. Any advice provided by Navwealth Accounting Pty Ltd ABN 53 197 267 463 detailed above is provided independently of Navwealth Financial Group Pty Limited ABN 71 064 594 350 and our Licensee, Akumin Financial Planning Pty Limited. Neither Navwealth Financial Group Pty Limited ABN 71 064 594 350 and our Licensee, Akumin Financial Planning Pty Limited take any responsibility for any actions or services they provide. General Advice Warning: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Visit our website www.navwealth.com.au for a full description of services and a copy of our FSCGhttps://navwealth.com.au/wp-content/uploads/2025/03/Navwealth-Financial-Services-and-Credit-Guide-Version-3.0-dated-31-March-2025.pdf

As we approach the end of the financial year, scammers are becoming increasingly sophisticated in targeting individuals ...
01/06/2026

As we approach the end of the financial year, scammers are becoming increasingly sophisticated in targeting individuals and businesses through fake tax emails, phishing messages, and fraudulent refund scams.

Knowing what to look out for can help protect your finances and save you unnecessary stress. This guide highlights some of the most common EOFY scams and shares practical tips to help you stay alert before taking action.

Read more here: https://buff.ly/PWDPHjq

Thank you, Lilin, for your thoughtful feedback and kind words about your experience with the Navwealth Accounting team.P...
27/05/2026

Thank you, Lilin, for your thoughtful feedback and kind words about your experience with the Navwealth Accounting team.

Providing clear communication, efficient service, and ongoing support is something we pride ourselves on, so it’s wonderful to hear this reflected in your experience. We truly appreciate your trust in our team and look forward to continuing to support you in the future. 💼

With Payday Super taking effect as of July 1, many SMSF trustees and business owners may be wondering what these changes...
26/05/2026

With Payday Super taking effect as of July 1, many SMSF trustees and business owners may be wondering what these changes could mean for their obligations, processes, and long-term strategies.

While the changes may seem complex, you don’t have to navigate them alone. The specialist SMSF team at is here to help you understand the changes, review how they may impact your fund or business, and support you with personalised advice moving forward.

Read more here: https://navwealth.com.au/payday-super-regulations-further-details-for-smsfs/

A huge congratulations to Hayley and the entire Navwealth Bookkeeping team on being named finalists in both the Bookkeep...
24/05/2026

A huge congratulations to Hayley and the entire Navwealth Bookkeeping team on being named finalists in both the Bookkeeper of the Year and Bookkeeping Firm of the Year categories at the Australian Accounting Awards 2026.

These nominations are a wonderful recognition of the team’s dedication, professionalism, client care, and commitment to delivering exceptional service every day. We are incredibly proud to see the hard work of Hayley and the broader bookkeeping team acknowledged on a national stage.

Congratulations to everyone involved on this fantastic achievement! 👏

A Day in the Life of Faith ✨Meet Faith, one of our Paraplanners here at Navwealth 💙Her mornings start with a walk with h...
21/05/2026

A Day in the Life of Faith ✨

Meet Faith, one of our Paraplanners here at Navwealth 💙

Her mornings start with a walk with her dogs, followed by a little grooming time, breakfast, and a relaxing bath before settling in for the day ahead 🐶

At work, she enjoys being part of the process that helps turn plans into real outcomes for our clients. 💼

Outside of work, Faith is a big fan of travelling to Japan, enjoying a warm bowl of ramen 🍜, and watching a good thriller (yes, Scream is one of her favourites 👀).

We’re so lucky to have Faith as part of the Navwealth team! Want to learn a little more about her? Check it out below 👇

Big decisions about aged care often involve big emotional and financial considerations, especially when the family home ...
19/05/2026

Big decisions about aged care often involve big emotional and financial considerations, especially when the family home is involved. It often represents a lifetime of memories, so it’s important to take the time to understand your options and make a choice that feels right, both financially and personally.

This article explores key factors families should consider when navigating aged care costs and the role the family home may play in this process.

Read more 👉️ https://buff.ly/Ukmon2u

Understanding your options early can help bring clarity and confidence during what can be a challenging transition. Our experienced Aged Care Advice Specialists are here to support you.

🌟 Team Member of the Month – April 🌟A huge congratulations to Gio for being recognised as our Team Member of the Month f...
14/05/2026

🌟 Team Member of the Month – April 🌟

A huge congratulations to Gio for being recognised as our Team Member of the Month for April! 👏

Gio consistently went above and beyond her usual role by stepping in to support our accounting administration team whenever help was needed. Her willingness to learn new tasks, adapt quickly, and contribute wherever she could has been a fantastic example of true team spirit.

Her positive attitude, dedication, and collaborative mindset have made a meaningful impact across the team.

Thank you, Gio, we’re lucky to have you as part of the Navwealth family! 💙

🚗 Claiming Car Expenses This Tax Time?Motor vehicle deductions can offer valuable tax savings—but they’re also an area w...
11/05/2026

🚗 Claiming Car Expenses This Tax Time?

Motor vehicle deductions can offer valuable tax savings—but they’re also an area where mistakes are commonly made.

Our latest article explains:
✔️ What vehicle expenses may be claimable
✔️ Common mistakes to avoid
✔️ How to keep compliant records

Make sure you’re claiming correctly and not missing opportunities.

Learn more here: 🔗 https://buff.ly/HlFoRjZ

🎉 Celebrating Shane and HugoHappy Anniversary to both team members this month. We appreciate all you do for our clients ...
07/05/2026

🎉 Celebrating Shane and Hugo

Happy Anniversary to both team members this month. We appreciate all you do for our clients and us.

A special congratulations to Hugo! 🎉
As our Senior Business Manager, Hugo has played a key role in leading the accounting team, setting the standard for excellence, leadership, and collaboration. Thank you for your dedication, expertise, and the positive impact you continue to make every day. Here’s to 7 amazing years and many more ahead! 🥂👏

Thank you, Bill, for your kind words and continued partnership! 💫 We’re so grateful for your trust and confidence in Cra...
07/05/2026

Thank you, Bill, for your kind words and continued partnership! 💫

We’re so grateful for your trust and confidence in Craig’s guidance.

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154 Pacific Highway
St Leonards, NSW
2065

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