Navigate Advisory

Financial Services • Sydney, New South Wales, Australia • 11-20 Employees

Company overview

Headquarters	Level 5, 376 Bay Street, Brighton-Le-Sands, Sydney, NSW 2216, AU
Phone number	+6140675611695
Website	navigateadvisory.com.au
NAICS	52
Keywords	Tax Planning, Business Advice, Accounting, Financial Advice, Business Advisory, Lending, Financial Planning, Wealth Planning, Self-Managed Super Funds, Loans And Finance, Property Advisory
Employees	11-20
Socials

Key Contacts at Navigate Advisory

Marc Ruhoff

Director, Mortgage Broker

Harry Moustakas

Managing Director

George Rentzepis

Director Lending | Lending Specialist

Tom Kouloukakis

Director Of Accounting

Manuel Baptista

Director Accounting, Senior Accounting

Navigate Advisory Email Formats

Navigate Advisory uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@navigateadvisory.com.au), used 82.4% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@navigateadvisory.com.au	82.4%
{first initial}{last name}	jdoe@navigateadvisory.com.au	17.7%

About Navigate Advisory

We get it - making the right financial choices is difficult when it seems like everyone has an opinion. With our unified approach, Navigate Advisory provides clarity and certainty in a complex financial world so you can define, design and live your unique version of a great life. Since 1992 the Senior Partners of Navigate Advisory have been providing Financial Advice, Business Advisory and Accounting Services. Today we're all driven by a simple purpose: Empower people to make financial decisions with confidence and clarity. Our signature Great Life Framework guides meaningful money conversations from the start. We want to know what’s important to you and the milestones you see ahead. Our signature Great Life Framework sparks meaningful money conversations from the very beginning, aligning your financial decisions with what truly matters to you. This way, you can have: The freedom to live on your terms, without limitations. The breathing room to provide for loved ones as you wish. The runway to pursue those big dreams burning within. This is the great life we help unlock, where money progression fuels life progression. Who we work with: Business owners Professionals Medical Specialists Retirees A unified approach to managing all facets of your financial life: Financial planning Accounting Business advisory Lending Property buying We’re the experienced team in your corner, keeping you organised, accountable, and moving forward. Because when your whole financial world makes sense, you gain the power to say ‘yes’ to bold life choices.

Navigate Advisory revenue & valuation

Annual revenue	$1,368,880
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,400,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director

Entry

Manager

Employees by Department

Navigate Advisory has 10 employees across 2 departments.

Departments

Number of employees

Funding Data

Navigate Advisory has never raised funding before.

Navigate Advisory Tech Stack

Discover the technologies and tools that power Navigate Advisory's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

Kadence WP Blocks

WordPress plugins

jQuery

JavaScript libraries

LiteSpeed

Web servers

Google Tag Manager

Tag managers

HTTP/3

Miscellaneous

PHP

Programming languages

Kadence WP Kadence

WordPress themes

Open Graph

Miscellaneous

Vimeo

Video players

WordPress

Blogs

Gutenberg

Editors

Frequently asked questions

Navigate Advisory is located in Sydney, New South Wales, AU.

You can reach Navigate Advisory at +6140675611695.

Navigate Advisory has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.