Navigate Finance and Wealth Pty Ltd is a leading financial advisory firm based in Townsville, North Queensland, specialising in providing personalized financial advice to individuals and businesses. With a focus on creating long-term relationships with clients, the firm offers services such as financial planning, strategy refinement, and tailored advice to secure a prosperous financial future. Led by Director Jason Smith, who brings over 30 years of experience in the finance and banking industry, Navigate Finance and Wealth is dedicated to understanding each client’s unique needs and goals.
Founded in 2018, Navigate Finance and Wealth was established by Jason Smith with a vision to offer professional financial advice tailored to the specific requirements of North Queensland families and businesses. The firm believes in the importance of building close relationships with clients to gain insight into their financial situations and provide comprehensive support. By combining passion, experience, and diligence, Navigate Finance and Wealth aims to guide clients towards achieving their financial dreams, aspirations, and retirement plans through expert advice and strategic planning.
Jason Smith, the driving force behind Navigate Finance and Wealth, holds a Bachelor of Commerce degree from James Cook University and various certifications in financial services and mortgage broking. With a track record of accolades and achievements in the industry, including being named BDM of the Year and receiving recognition for outstanding performance, Jason’s expertise and commitment to client success set Navigate Finance and Wealth apart as a trusted partner in navigating the complexities of financial planning and wealth management.