31 Reviews

Stuart Hollman

Navwealth Financial Group Pty Ltd

Platinum

26 Yrs Experience

St Leonards, NSW 2065

About Stuart
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

Hello, I’m Stuart – Senior Wealth Adviser at Navwealth.

As a Certified Financial Planner and an SMSF Specialist Adviser with 24 years of experience in financial advice, I support our clients at Navwealth in making well-informed financial decisions to improve their lifestyles through purpose-driven financial strategies.

Prior to joining Navwealth, my career spanned a diverse range of roles within the banking sector; however, I found that I’ve always had a strong inclination towards personal finances. So, I researched various roles, discovered financial planning and realised that this was where I could use my love for finance to make a real difference in people’s lives.

As a Wealth Adviser, my purpose is to make sure that people can make real progress in their financial and life goals while feeling secure in the knowledge that they can live the life they want to live.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Wills & Estates

5.00 November 2024

Stuart communicates his knowledge and expertise with kind and compassionate professionalism which puts me at ease and enables me to feel confident that he understands my needs and has my best interests at heart. I have recommended Stuart to friends and family who have also found his financial expertise invaluable.

5.00 November 2024

Very approachable and trustworthy. Great depth of knowledge that he applies in a professional yet personal way that makes you feel comfortable

5.00 November 2024

Stuart has been my financial adviser for over 13 years. Of the above list - over this time Stuart has advised me in probably most fields I have found him to have a great personality, is authentic with integrity and empathy.

5.00 November 2024

Stuart is personable and a good communicator. He responds quickly to requests for information. He is prepared for annual reviews.

5.00 November 2024

Stuart Holman has been my financial adviser for many years. On his advice I had money in AMP Superannuation initially and transferred to North Superannuation later. When I downsized my home he advised and organised for an additional $300,000 to be put into North Superannuation as allowed by government legislation. Stuart has always been responsive to any requests I have made and I would be happy to recommend his services to anyone.