What our clients say

“Navigate was founded in 2014 by my co directors, Darren Curry and Michael Hammil. Having worked in two of the local big banks, they became disillusioned with how financial planning was being delivered. It was product led and commission driven, with no strong relationships with the clients. But at Navigate we flip this on it’s headWe want to help our clients to give them the financial clarity to live a fulfilled life without the worry of money holding them back.

Navigate as soon as they come through the door, I always get a very warm welcome from the lady in reception, Margaret. Always asks me how I am, how the family is, when I come inThe rest of the staff, whoever I meet are always very welcoming, asking me how I’m doing and it’s always nice to see the staff coming and talking to me, and understanding who I am and it makes it very personal.

What I value most of the ongoing contact that I have with Darren, it’s actually the personal touch that I like most, you know, the staff are friendly, and nothing’s too much trouble for them.

For me, the whole team at Navigate are approachable and extremely professional.

And I would also say that they’re very efficient, like we’re very busy people. And it’s key to us that we’re dealing with people and a team of people that are efficient, and that’s exactly what they are.

I feel very secure with them because I don’t have any knowledge of the field that Paul and Navigate work in. So, I am trusting him as a professional and also, I would feel, as a friend to deliver the best thing for me, and I have total confidence in him to do that.

I would highly recommend Navigate, and in fact, I’ve already recommended them to some friends because of the advice they’ve given us and the reassurance they give us.

I would certainly recommend Navigate because it has given me confidence in financial matters, which I never had before.

Working with Navigate makes my wife and I relaxed. Mary and I come up here for meetings along with Michael and he takes a very personal approach as much as a professional approach, and what we’re doing as a family and as a business and always has the answers ready for us for us to choose. But will navigate us through the proper way on how our investments are going to be made.”