Andrew Wem

Navwealth Financial Group Pty Ltd

Gold
25 Yrs Experience
St Leonards, NSW 2065

After starting my career as a research scientist, I completed an MBA and decided to change careers so I could help people make the most of their financial position. So that was nearly 16 years ago and since then I have worked as a financial planner and Mortgage Broker both as an employed planner (2yrs) and a self employed planner. Over these years I have gainded yet further qualifications and skills to enable me to confidently help families overcome their financial hurdles and achieve their dreams. Having worked through the good times and the bad times of the GFC I feel that I have a good understanding of the issues that people face at both ends of the economy whether preparing for retirement or managing your retirement income. So if you are looking for someone to help you understand your current position, explain the many options that are available to you, due to your personal and business goals and help you discover your full financial potential then please give me a call. Working at Navwealth Financial Group means that I have on hand specialist advisers including Accountants and Mortgage brokers all under the one roof, so we are able to help you in many more ways than just Financial Planning.

Expertise

  • Government Assistance
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Gold
  • First year providing advice 1999
  • Years of experience 25
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Navwealth Financial Group Pty Ltd

Level 1, 154 Pacific Highway
St Leonards, NSW 2065

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706