In this NavTalk episode, join host Simon Prowse in an engaging roundtable discussion with three of Navwealth's leaders as they reflect on the eventful year of 2023.
Craig Banning, CEO of Navwealth, takes a deep dive into the intricacies of financial advice, exploring the year's trends in interest rates and showcasing how Navwealth's holistic approach has significantly benefited its clientele.
Hayley Kalms sheds light on the increasing recognition among small business clients regarding the value of professional bookkeeping, especially in achieving more favourable tax outcomes.
Sally Prowse discusses the dynamic landscape of finance, emphasizing her role in assisting clients in navigating the transition from fixed to variable home loan rates amid rising interest rates.
Simon Prowse shares insights from the tax sector in 2023, including the impactful merger with Julie and Steve Johnston from Johnston Associates. This strategic move has expanded Navwealth's ability to offer a wider range of services through its integrated model.
The team also shares their perspectives on what 2024 might hold for Navwealth and the financial advisory sector. As this episode wraps up, the Navwealth team extends heartfelt gratitude for the unwavering support received throughout 2023, and the team at Navwealth looks forward to reconnecting in 2024.
To find out more about how we can help you, head to navwealth.com.au/
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Navwealth Financial Group is a Sydney based business that delivers a fully integrated approach to your financial service’s needs. Offering wealth creation advice, tax planning and accounting services, lending services, business consulting and bookkeeping resources. Our specialist advisers work with our clients to ensure that they reach their destination in life on purpose, and not by accident.
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