19 Reviews

Rory D'agostino

Navigate Advisory

Silver

9 Yrs Experience

Brighton-Le-Sands, NSW 2216

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Helping aspirational families grow their wealth so they can live a life not limited by money.

Dedicated to my passion of helping people, I take the time to understand your financial and lifestyle goals and strive to be at the forefront of innovative and customised financial strategies designed for you and your family.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

After the initial meeting we will prepare a personalised Letter of engagement which outlines the fees for service which will depend on the scope of advice required.

5.00 September 2024

A friend put us onto Rory. He looked through all our finances and helped us get ready to buy a home and sorted out our super/insurance.

5.00 July 2024

I have been involved with Rory for a couple of years, I feel he always has time for me and is always over my finances. I would recommend him.

5.00 May 2024

Rory's sound judgement gave us confidence and comfort in the difficult decisions that my partner and I were making at the time. We really appreciated all the guidance that he, and his team gave us. Thanks again Rory.

5.00 May 2024

My wife and I have been working with Rory for a number of years. We were making good money but felt we weren't getting ahead. He has been extremely helpful in helping us set up property investments, understanding our cash flow and putting our money to good use. We have seen a noticeable increase in assets and feel like we are making good progress longer term. Would highly recommend!

5.00 May 2024

Rory has been an amazing influence on helping us to achieve our financial goals. Rory implemented sound investment strategies based on our aims and objectives. We are on track to achieve an early retirement and a nest egg for our children’s tertiary education. I would highly recommend Rory’s services.