About us
At Navigate Wealth, we are working hard to become one of South Africa’s best digitally enabled financial advisory companies, offering a seamless blend of local and global financial solutions.
From long-term assurance and medical aid to investment planning, retirement planning, estate planning, and fiduciary services, we strive to cover every aspect of your financial journey. Our client-centric approach and commitment to innovation make it easy for you to receive first-class local and global advice—no matter where you are.
By harnessing cutting-edge technology and expert insights, we simplify the path to financial security, ensuring you have the right tools and guidance to navigate today’s ever-changing world of wealth management.
Our Core Values
Integrity
Integrity is at the core of our company, guiding us to provide honest and ethical financial advice to our clients.
Accountability
At our company, we take accountability seriously and strive to always act in the best interests of our clients.
Knowledge
We believe in the power of knowledge and continuously strive to stay up-to-date with the latest financial trends and insights to benefit our clients.
Commitment
Our commitment to our clients is unwavering, and we are dedicated to helping them achieve their financial goals.
Passion
Our passion for financial planning drives us to provide personalized and innovative solutions for each of our clients.
Noteworthy statistics
35 +
Combined experience
15
Product providers
200 +
Contracts managed
R2 Billion +
Assurance coverage placed
Our firm has a team of experienced and knowledgeable advisors who are committed to providing personalized guidance and support to help our clients achieve their financial goals. Whether clients are looking to build wealth, save for retirement, or plan for their children's education, our advisors have the expertise and resources to develop a customized strategy tailored to their unique needs and objectives.
We work with the very best
