Summary

Alex Naylor is a Senior Financial Planner and SMSF Specialist Adviser who works with successful families, business owners, and high-net-worth investors seeking strategic, outcomes-driven SMSF advice. As Director of SIFT Wealth, Alex specialises in helping clients structure, grow, and protect their wealth through smart strategy, tax efficiency, and deeply personalised goals-based advice. With over a decade of experience and qualifications in Accounting, Financial Planning and SMSF strategy, Alex brings a balanced blend of technical expertise and real-world commercial insight. His guidance spans SMSF establishment and structuring, contribution planning, investment strategy design, retirement and pension planning, property and direct asset advice, and complex multi-entity wealth strategies for business owners. Alex’s unique approach is shaped by personal resilience—having overcome stage two testicular cancer at age 30—and a belief that financial advice should deliver clarity, confidence, and long-term peace of mind. He is known for being proactive, transparent and deeply invested in his clients’ success. He works closely with trustees who want a specialist to lead their advisory team, simplify complex structures, and create a clear pathway to long-term financial freedom.