Andrew Wem

Navwealth Financial Group Pty Ltd

Platinum
25 Yrs Experience
St Leonards, NSW 2065

Hi. I am Andrew Wem – Director, Senior Wealth Adviser and Aged Care Specialist at Navwealth.

With over 25 years of experience as a Financial Adviser, I have already encountered a diverse range of financial circumstances and successfully guided clients through various financial planning scenarios. My extensive background allows me to provide a unique perspective and design innovative solutions that surpass expectations.

With a multitude of respected accreditations and years of industry experience, I maintain a positive outlook and believe that there is a solution to every unique situation. That’s why I always go above and beyond for my clients and find fulfilment in seeing them achieve their dreams – whether it be going on a holiday, saving for a wedding, starting a family, planning retirement or transitioning into aged care.

Although my initial career path was in Materials Science, I have discovered that my true passion lies in the financial services field. I find purpose in developing big-picture strategies and providing structure to my clients’ finances, which in turn leads them towards their life goals.

As an advocate for education and organisation, I take pride in helping individuals understand and manage their finances. My approach involves bringing order and structure to your finances while guiding you through each step of the process

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

We are a fee for service business and once we are clear on the services that you are looking for then we will provide a fixed fee agreement covering those services and the agreed scop of advice.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.93
  • Number of reviews 26
  • 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

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706