23 Reviews

Alistair Mettam

Navwealth Financial Group Pty Ltd

Platinum

14 Yrs Experience

St Leonards, NSW 2065

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

With over 14 years of experience in the financial services industry, I have a strong dedication to building long-term relationships with my clients. I take pride in working closely with people, understanding their unique circumstances, what is most important to them, and their future objectives in order to tailor optimal strategies – ultimately making a positive impact on their lives.

As a Certified Financial Planner, I help clients focus on what is important to them and navigate the financial complexities of life. I also work collaboratively with them to determine the best strategy required to meet their long-term wealth creation goals, giving them peace of mind and the ability to move forward with well-informed direction.

As a firm believer in the notion that the small changes made today can make a huge difference in the future, you can trust me to help you develop a comprehensive plan for your financial future so you can reach your destination in life with purpose.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Complex Investments
Growing Assets
Wills & Estates

5.00 November 2024

Alistair is a competent young man who strives to keep complex structures as simple as possible. He communicates well and has a friendly, approachable style. I would not hesitate to recommend Alistair to anybody desiring advice with future planning.

5.00 November 2024

We are thrilled with Alistair's expertise and personalized approach have transformed our financial journey. From the outset, he took the time to understand our unique goals and aspirations, crafting a tailored plan that aligns perfectly with our vision for the future. His ongoing support and clear communication have empowered us to make informed decisions, providing peace of mind as we navigate complex financial landscapes. We appreciate his professionalism, patience, and genuine care for our well-being.

5.00 November 2024

Open communication, happy to provide opinion but supports our eventual decision and happy to execute on our behalf. We've been with Alistair for almost 10 years and in that time he has been flexible and grown with us as our needs have changed. We've come to trust his opinions.

5.00 November 2024

Excellent intro to financial planning for us as we head towards retirement. For my wife, who is not so familiar with financial terminology, Alistair was particularly helpful in explaining in a clear & calm manner many aspects of financial markets investments & wealth management in general.

4.75 November 2024

My wife and I have been extremely happy with the level of service from Alistair and his colleague Andrew Bedos. They are knowledgeable, have a great manner and have helped us significantly. We are most satisfied with Alistair and his service.