Welcome to our Client Stories

Here, you'll find first hand accounts from individuals, families and businesses who have worked with Navigation Wealth Management to achieve their unique financial aspirations. These videos offer a glimpse into the personalised approach we take, the challenges our clients have faced, and the successful outcomes we've helped them realise. We believe in building strong relationships and empowering our clients to navigate their financial journeys with confidence.

Chris Hall's Client Story
Ian Kellock's Client Story

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
Lewis White’s Story
Jason Hoyland's story

Protection plans do not acquire a cash value. The cover they provide will cease if premiums are stopped.