Navwealth Group
Financial Services • 
Sydney, New South Wales, Australia • 21-50 Employees
Company overview
| Headquarters | 154 Pacific Highway, St Leonards, NSW 2065, AU |
| Phone number | +6171064594350 |
| Website | |
| NAICS | 52 |
| SIC | 872 |
| Keywords | Wealth Management, Retirement Planning, Corporate Wealth Management, Financial Advice And Planning, Wealth Creation Advice, Aged Care Advice And Planning, Estate Advice And Management, Individualised Financial Planning, Insurance Advice And Management, Investment Solutions & Portfolio Management, Mortgage And Lending Advice, Personalised Financial Advice, Accounting And Tax Management, Business Advice And Solutions, Corporate Investment Solutions |
| Founded | 1991 |
| Employees | 21-50 |
| Socials |
Key Contacts at Navwealth Group
Andrew Wem
Director
Hayley Kalms
Director Of Bookkeeping
Simon Prowse
Director
Andrew Wem
Director
Navwealth Group Email Formats
Navwealth Group uses 2 email formats. The most common is {first initial} (e.g., j@navwealth.com.au), used 60.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@navwealth.com.au | 60.9% |
{first name} | john@navwealth.com.au | 39.1% |
About Navwealth Group
Navwealth delivers a fully integrated approach to your financial services needs. Offering wealth creation advice, tax planning and accounting services our specialist advisers work with you to develop a comprehensive plan for your financial future. Based on Sydney’s lower north shore, the Navwealth model takes a fresh and innovative approach to ensure collaboration between your professional service advisers, which in turn enables you to achieve your financial, business and life goals. Copyright © 2025 Navwealth. All rights reserved. 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. Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters.
Navwealth Group revenue & valuation
| Annual revenue | $6,835,723 |
| Revenue per employee | $311,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $21,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Navwealth Group has 11 employees across 3 departments.
Departments
Number of employees
Funding Data
Navwealth Group has never raised funding before.
Navwealth Group Tech Stack
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Frequently asked questions
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