FAQs

Questions, answered

The things people most often ask before getting started. Can't see yours? Just ask.

Where does the name "Navarino Wealth" come from?

Navarino Wealth takes its name from the historic Battle of Navarino — a turning point that came to symbolise new beginnings and independence.

We believe wealth, like freedom, is about empowerment. We guide clients to navigate their financial waters with clarity and courage — toward independence, opportunity and legacy.

Who do you work with?

We work with business owners, professionals, families and retirees — anyone who wants clear, personal advice to grow and protect their wealth.

Many clients come to us at a turning point: starting or selling a business, planning for retirement, or simply wanting a plan they can trust.

What can you advise on?

We look after the full picture — retirement and superannuation, investments, wealth protection (insurance), tax and structuring, cashflow and budgeting, and estate and succession planning.

Advice is joined up, not piecemeal — so the pieces work together toward your goals.

What happens in the first meeting?

The first meeting is complimentary — a relaxed, no-obligation chat where we get to know your situation and goals, explain how we work, and help you decide whether we're the right fit. No commitment either way.

How do you charge for advice?

We agree our fees with you and set them out in writing before any work begins, so you always know the cost upfront — no surprises.

The fee depends on the complexity of your situation and the advice you need. We'll talk it through with you at the start.

Are you licensed?

Yes. Navarino Wealth Pty Ltd is an Authorised Representative (No. 377 450) of PFP Financial Services Pty Ltd, AFSL 535484.

Where are you based?

Our office is in Leederville, Perth — 3A / 356 Oxford St (corner Salisbury St), Leederville WA 6007. We meet clients face-to-face and also work with people across Perth and WA.

How do I get started?

Book a no-obligation chat using the button below, or send us a message and we'll be in touch.

Still have a question?

Book a no-obligation chat or send us a message — we're happy to help.