If you love your current financial planning software, if it is value for money, modern and easy to use, then congratulations. Good luck and come back if any of that changes.
If you are still reading, then welcome to the next generation of financial advice software. Feature rich, easy to use, and free to get started. Skeptical? Try it for free and experience the Power and Simplity of Navigait. Start your free trial today!
Whether you are a family run business, a multi-planner practice or a leading Superannuation provider, Navigait is right for you.
Simple enough to deliver scoped and intra-fund financial advice quickly and easily. Rich enough to support the most complex advice scenarios.
Deliver fully compliant financial advice in minutes. Save previous advice and strategies as templates that can be reused.
State of the art modelling engine build from the ground up to support any financial advice strategy and and client financial goal you can imagine.
Model multiple scenarios to help support trade off conversations with your client. Organise consultations into Journeys.
Fully configurable through parameters and calculations you define. Share parameters across all your client, or have client or scenario specific parameters.
Allow your client to self-serve data capture (fact find), and manage implementation actions via a dedicated client app linked to the adviser portal.
Navigait is family run software development business. We are a dedicated team of software developers and industry professionals determined to helping financial advisers and wealth organisations help all Australians to become financially secure.
Fraser spent his entire career working in the financial services sector, delivering technology solutions. He witnessed firsthand the challenges faced by the financial advice industry, particularly with existing software, and developed an unwavering belief that there had to be a better way. In 2024, Fraser set out to prove it. Leveraging his deep understanding of the industry and its pain points, he began developing a solution. In 2025, Navgait was launched, offering a clear choice to financial advisers who value Functionality, Simplicity and Affordability.
The next generation of financial advice software requires the next generation of CEO. Angus brings a unique blend of business acumen and a strong work ethic to Navgait. Earning a Business and Science degree from Macquarie University, he learned the importance of both strategic thinking and data-driven decision-making. This foundation was built upon early experiences, starting with a role at McDonald's at the age of 15. By 18, Angus was already managing a store, demonstrating a natural aptitude for leadership and a belief in the value of hard work. Angus is now channeling that same drive and dedication into leading Navgait's mission to be the best Financial Advice Software in Australia.
Navigait is very simple in its approach to financial advice.
The focus is on Goal setting, financial projection and advice strategies.
It is not a CRM (although we can integrate with them)
It is not a billing system (although we can integrate with them).
It is financial advice. Fast, Effective, Easy to Use
Model a client's current financial situation by capturing existing Assets and Liabilities, Sources of income and Destinations for outgoings - (Collectively referred to as Accounts) - and the Cashflows between these Accounts.
This current situation can then be projected to understand how it looks if you do nothing.
What are the financial goals of the client? All goals in Navigait are measurable. Either they referred to a fixed amount in an account by a point in time (e.g Yacht Account balance = $200,00 by date or a cashflow over a a period of time (e.g CMA to expense >= $100,000 from retirement to death.
Projecting the current situation will demonstrate that doing nothing will likely not achieve goals.
Strategies are different cashflows that add to or replace existing cashflows with a view to creating a better financial outcome.
e.g. Maximise super contributions, change investment options, increase or decrease life insurance.
Re-running the projections will demonstrate if you are on track. Strategies are grouped into scenarios. No nothing is the baseline scenario. Each subsequent scenario will have a different outcome.
Once you have a Scenario that is the best chance of achieving your client' goals, identify the actions required to implement. These have an owner, you or the client.
You now have everything you need to generate the statement of advice. Once accepted, actions are "live" and able to be executed. Using the Client App, you client is automatically sent reminders of actions to be implemented and notified when you complete your actions.
The client app allows you to easily track progress of advice implementation.
Schedule a review with the client. Create a new Journey based on the previous one, update the current situation to reflect reality and review the goals. Adjust as required.
