Welcome to The Wealth farmer way

Alex Naylor: Quality advice and innovative solutions

Alex Naylor is dedicated to enriching the lives of The Wealth Farmer clients and helping them to achieve financial wellbeing.

Alex has an enviable depth of experience gained from working in various senior roles for organisations including SFG Advice, Grow Super, AMP and Sydney Financial Planning.

Alex is a Financial Planning Association of Australia award winner, taking out the Charter – ‘Value of Advice Award’ for NSW/ACT.

The Wealth Farmer is supported by the wonderful Suzie Kovacevic and a fabulous support and administrative team.

"Alex made me feel comfortable and was able to explain things in simple terms. A very professional and down to earth young man with a wealth of knowledge. I would highly recommend Alex to anyone in need of financial advice."

Daniel

How Alex works

One-one-one with clients, couples or families to offer tailored financial advice, drawing on his wealth of experience
Alex isn’t incentivised by product sales or commissions
Alex is a financial advocate for his clients and he delivers solutions that are a best-fit for them; and for them alone
He is a goal-orientated advisor who puts a strong emphasis on building open and honest relationships with his clients
As he is across all the latest Australian financial news and legislation, Alex is a financial thought-leader who is regularly called upon for speaking opportunities, including on radio
Alex is flexible, open-minded and tailored in his approach to advising clients
Communication is key. Alex knows this and communicates one-on-one with his clients, but also provides regular updates for his client group via fortnightly emails, sharing his knowledge and viewpoint on topical financial matters. It’s all part of his service offering.

The tough questions

In order to get the best results for his clients, Alex isn’t afraid to ask the tough questions.

Have you got concerns about your family’s financial succession? Family board meetings may be required, with an informed, neutral third party chairing the meetings.
Have you always thought you should invest in a second property? In fact, that may not actually be the ideal investment for you in your circumstances.
Perhaps you find yourself in a new situation due to a divorce or a death? You need a Financial Advisor who can help you wade through the decisions and all the paperwork.

After you start working with The Wealth Farmer, you may even find that some of your long-held, financial goals change. He isn’t here to just tick the boxes, he is here to empower you financially.