Navigate Advisors

Accountant · 185 Morgan Street, Level 1, Wagga Wagga, New South Wales

  • Single Touch Payroll

    Specialist

    Single Touch Payroll
  • Xero Migration

    Specialist

    Xero Migration
  • Platinum champion partner

    Partner status

    Platinum champion partner
  • Partner since 2016

    Experience

    Partner since 2016
  • Xero advisor certified

    Certification

    Xero advisor certified
  • Xero payroll certified

    Certification

    Xero payroll certified

About us

At Navigate, we value efficiency because we value your time and ours. That's why we combine accounting, planning and finance brokering under the one roof - it just makes sense.

When you're a Navigate client, you have our complete attention. We know what it's like to want to get out and just enjoy life. We genuinely want to help you enjoy yours. Often, financial decisions are emotional decisions. We have the difficult conversations with you. We talk through your options and give you the information you need to make the decisions that serve you best. We might be frank but you can trust we'll always have your best interests at heart. With a team of 20, we have a truckload of experience behind us. We know what it's like to run a business, buy a house, start a family, own a farm.

Affiliations

  • Association of Financial Advisers
  • Chartered Accountants of Australia & New Zealand
  • CPA Australia
  • National Tax & Accountants Association
  • The Tax Institute

Find us on the web

Meet the team

Navigate Advisors advisors: 20 - Xero certifications: 25

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Naomi Cooney

Profile image for Naomi Cooney
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero Migration
    Has training and expertise in switching clients to Xero.
  • Single Touch Payroll
    Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.
  • 1 year Xerocon attendance

Navigate Advisors: Bank experience

Clients of Navigate Advisors connect to a range of banks via Xero. Navigate Advisors specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

  • ANZ (AU)
  • American Express (AU)
  • Bank Australia (AU)
  • Bank of Melbourne (AU)
  • Bank of Queensland BOQ (AU)
  • Bendigo Bank (AU)
  • Beyond Bank
  • Commonwealth Bank CBA (AU)
  • Hume Bank (AU)
  • Macquarie (AU)
  • National Australia Bank NAB (AU)
  • PayPal
  • St George Bank (AU)
  • Stripe
  • Suncorp Bank (AU)
  • Westpac (AU)
  • Westpac (AU) - Credit Card

Navigate Advisors: Industry experience

Navigate Advisors works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

  • Accommodation and hospitality
  • Administration and support services
  • Agriculture
  • Arts and recreation
  • Construction and trades
  • Finance and insurance
  • Healthcare and social services
  • Manufacturing
  • Marketing, advertising and consulting
  • Media and communications
  • Not-for-profit
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Retail
  • Transportation and storage

Navigate Advisors : App experience

Navigate Advisors serves clients who use 11 different apps that connect and integrate with Xero.

Connected apps

Find us

Navigate Advisors has an office in 1 location

Wagga Wagga

185 Morgan Street, Level 1, Wagga Wagga, 2650, New South Wales

+61 0269270500

New to Xero? Navigate Advisors can help

Xero is beautiful online accounting software for smaller businesses. Navigate Advisors can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 2 Years Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2016
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.