Testimonials
I have been a client of Tony Borg of the Navigate Financial Group since 2000. I have very much appreciated Tony's approach to doing business with me and hence I have remained his client. He has always been down to earth and approachable. He has always been responsive to my needs. His advice has been focused on my interests rather than his financial interests as a financial adviser (something I had previously found rare). Tony clearly keeps up to date and is knowledgeable of the financial markets and their effect on me. He has given me great comfort in being able to discuss matters with me in a meaningful and practical way. I feel very comfortable remaining a client of Tony.
Andrew
Barrister
Thank you for your support throughout the past 10 years, I'm so much better off now for having you as my advisor.
Joanne
Credit Officer
It was a pleasure to deal with Tony Caine who provided prompt responses, accurate information and made every effort we were kept fully informed at all stages throughout the transfer.
Frank
Director (Small Business Owner)
I recall my initial session with Harry Moustakas: he started drawing a model to explain the process of wealth creation. I must say I was fully engaged. Its like the saying...'a picture paints a thousand words', the experience I received from this session and subsequent reviews using this tool to guide me was enough for me to begin my financial plan and stay of the path.
Over the years Navigate have reviewed my financial plan and kept abreast of what was the most suitable for my situation. It's always reassuring knowing that someone understands my values and ensures that I'm on the right path to achieve what I want in life.
Gerard
Special Counsel
I first heard about Navigate in its earlier manifestation through the New South Wales Bar Association and I consulted them about my own financial affairs and management of my superannuation fund. I now know that I made a wise decision. The principals of Navigate and in particular Mr Tony Borg have been not only extremely pleasant to deal with and most helpful in advice about financial affairs and investments, not only of the fund but of my own position as a member of the Bar. I have been provided with detailed accounts and dealings and almost overwhelmed with suggestions as to possible investments.
It gives me great pleasure to recommend them to fellow practitioners at the Bar.
John
Barrister
