Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
24
self-reported 11–50 band
Founded
1991
35 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
NAVWEALTH HOLDINGS PTY LTD
ABN89126144241
Legal entities
Description
Navwealth delivers a fully integrated approach to your financial services needs. Offering wealth creation advice, tax planning and accounting services our specialist advisers work with you to develop a comprehensive plan for your financial future.
Based on Sydney’s lower north shore, the Navwealth model takes a fresh and innovative approach to ensure collaboration between your professional service advisers, which in turn enables you to achieve your financial, business and life goals.
Copyright © 2025 Navwealth. All rights reserved. Navwealth Financial Group Pty Limited ABN 71 064 594 350, trading as Navwealth. Navwealth is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.
Accounting, taxation, and business advisory services are provided by Navwealth Accounting Pty Ltd ABN 53 197 267 463, Liability limited by a scheme approved under Professional Standards Legislation.
Any advice provided by Navwealth Accounting Pty Ltd ABN 53 197 267 463 detailed above is provided independently of Navwealth Financial Group Pty Limited ABN 71 064 594 350 and our Licensee, Akumin Financial Planning Pty Limited. Neither Navwealth Financial Group Pty Limited ABN 71 064 594 350 and our Licensee, Akumin Financial Planning Pty Limited take any responsibility for any actions or services they provide.
Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters.
Specialties
All 16 specialties
- Financial Advice and Planning
- Personalised Financial Advice
- Individualised Financial Planning
- Business Advice and Solutions
- Aged Care Advice and Planning
- Retirement Planning
- Self Managed Superannuation Advice and Administration
- Estate Advice and Management
- Wealth Management
- Accounting and Tax Management
- Mortgage and Lending Advice
- Wealth Creation Advice
- Insurance Advice and Management
- Investment Solutions & Portfolio Management
- Corporate Wealth Management
- Corporate Investment Solutions
Related specialties
Locations
Country footprint
Addresses
- AU154 Pacific Highway; St Leonards, NSW 2065Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
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FAQ
Which legal entity operates under Navwealth Group?
One New South Wales entity on the ABR. NAVWEALTH HOLDINGS PTY LTD (ABN 89 126 144 241), high confidence.
How many people work at Navwealth Group?
The record holds 24 counted staff profiles at January 2026, inside the self-reported 11–50 band.
Where does Navwealth Group have offices?
One address on record, Australia only. Primary: 154 Pacific Highway, St Leonards, NSW 2065.
Has Navwealth Group raised funding?
None linked to this brand.
What does Navwealth Group list as its specialties?
16 tags on the brand's own list, among them wealth management and retirement planning.
Which companies are listed alongside Navwealth Group?
5 profiles list Navwealth Group as a peer — 72nd percentile in Financial Services. It lists ten peers of its own. Innovative Controls, Inc. lists it back.