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

Making decisions around aged care funding can feel complex, but understanding your options can make all the difference. ...
23/06/2026

Making decisions around aged care funding can feel complex, but understanding your options can make all the difference. Taking the time to learn how RADs work may help families feel more confident, informed, and prepared when navigating the aged care journey.

This article explores how RADs operate and why having clarity around accommodation costs can provide greater peace of mind for everyone involved.

Read more here: https://buff.ly/ZEQhr6w

22/06/2026

🏆 What a special moment!

While accepting her Bookkeeper of the Year 2026 award, Hayley took the time to recognise all the incredible bookkeepers in the room.

That's Hayley through and through.

Her passion for the profession, commitment to her clients, and support of the bookkeeping community are just some of the reasons this recognition is so well deserved.

22/06/2026

✨ Still celebrating this incredible achievement! ✨

Even after being named Bookkeeper of the Year 2026, Hayley’s focus was on recognising the amazing bookkeepers around her.

A true professional, a wonderful leader, and someone we’re incredibly proud to call part of the Navwealth family. 💙🏆

Congratulations again, Hayley! 👏

Bookkeeping

🏡 Thinking about what the 2026 Budget changes could mean for property investors?You're not alone.The proposed changes to...
18/06/2026

🏡 Thinking about what the 2026 Budget changes could mean for property investors?

You're not alone.

The proposed changes to negative gearing and capital gains tax have created plenty of discussion, but they also present an opportunity to step back and review your investment strategy. If legislated, negative gearing on established properties will be restricted to new builds from July 2027, while capital gains tax rules will also change.

💬 "Property investing has never been about chasing tax benefits alone. The most successful investors focus on strategy, cash flow, borrowing capacity and long-term outcomes." — Sally Prowse

Now is a great time to review your lending arrangements and ensure your investment strategy is still working towards your long-term goals.

🎉 Celebrating 35 Years in Business – Congratulations, Craig! 🎉We're proud to celebrate an incredible milestone for our C...
16/06/2026

🎉 Celebrating 35 Years in Business – Congratulations, Craig! 🎉

We're proud to celebrate an incredible milestone for our CEO, Craig Banning, 35 years dedicated to helping individuals and families make smarter financial decisions and build the life they want to live.

When reflecting on his career, Craig says he's most proud of the many families who have trusted Navwealth across three generations. It's a powerful reminder that great advice is about more than finances; it's about relationships, trust, and helping people achieve what matters most.

From a young man seeking a career with purpose to leading a business built around caring for clients, Craig's passion for helping others has remained unchanged.

Craig, thank you for your leadership, vision, and commitment over the past 35 years. The impact you've had on our clients, our team, and our business is something worth celebrating.

💙 Congratulations on this remarkable milestone.

🎉🏆 And the winner is... Hayley Kalms! 🏆🎉What a fantastic night at the Australian Accounting Awards!A huge congratulation...
15/06/2026

🎉🏆 And the winner is... Hayley Kalms! 🏆🎉

What a fantastic night at the Australian Accounting Awards!

A huge congratulations to our very own Hayley Kalms on being named Bookkeeper of the Year 2026. 🌟

This award recognises Hayley’s incredible commitment to her clients, her profession, and the amazing Navwealth Bookkeeping Resources team she has built over the years.

Anyone who knows Hayley knows how passionate she is about helping business owners succeed, and this recognition is so well deserved.

Please join us in congratulating Hayley on this outstanding achievement. We are incredibly proud to have her as part of the Navwealth family. 💙

Well done, Hayley! 👏

🌟 Congratulations, Glenda! 🌟Our Team Member of the Month for May is Glenda! As our Marketing Coordinator, she brings a w...
11/06/2026

🌟 Congratulations, Glenda! 🌟

Our Team Member of the Month for May is Glenda! As our Marketing Coordinator, she brings a well-rounded skillset and a positive, can-do attitude to everything she does. Always ready to support different parts of the business, going above and beyond her role, especially during the busy tax planning season. Glenda also stepped up to cover reception, showing her willingness to help wherever needed. Her positivity, initiative, and team-first mindset truly reflect what Navwealth culture is all about. We’re so grateful for your contribution, Glenda! 💙👏

🤔 Before June Ends... Ask Yourself One Question.Have I done everything I intended to do before 30 June?Whether it's revi...
10/06/2026

🤔 Before June Ends... Ask Yourself One Question.

Have I done everything I intended to do before 30 June?

Whether it's reviewing your super, considering tax-planning opportunities or simply getting organised, now is the perfect time to take stock before the financial year comes to a close.

The key is not leaving it until the last minute.

Here are some practical steps to consider: https://buff.ly/6ekIqtq

🏡 Navigating aged care decisions is never just about the numbers.For many families, it can be an emotional and overwhelm...
09/06/2026

🏡 Navigating aged care decisions is never just about the numbers.

For many families, it can be an emotional and overwhelming time, especially when it comes to understanding accommodation costs and options like a Refundable Accommodation Deposit (RAD).

The good news is that a RAD isn't always as daunting as it first appears. Understanding how it works can help you make more informed decisions and feel more confident about the path ahead.

💬 If you're starting to explore aged care options for yourself or someone you care about, we're here to help you navigate the choices with clarity and confidence.

📖 Learn more about how RADs work and the options available to you: https://buff.ly/ZEQhr6w

✨ Your future self will thank you.EOFY isn't just about tax time; it's an opportunity to take a meaningful step towards ...
04/06/2026

✨ Your future self will thank you.

EOFY isn't just about tax time; it's an opportunity to take a meaningful step towards the retirement lifestyle you want.

If you've been thinking about making additional super contributions this financial year, now is the time to start exploring your options. Waiting until late June could mean missing important deadlines and opportunities.

A little planning today could make a big difference tomorrow.

📞 Speak with the Navwealth team about the various ways you may be able to boost your super before 30 June.

Address

154 Pacific Highway
St Leonards, NSW
2065

Website

Alerts

Be the first to know and let us send you an email when Navwealth Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Navwealth Group:

Shortcuts

Share