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Simplicity
By providing a range of investments administered centrally, it is easier
to understand and keep in touch with how investments are performing whilst
reducing paperwork.
Diversification
Navigator allows investment across a wide range of quality investment
managers and a variety of assets including cash, fixed interest, property,
shares or any combination of these.
Reporting
Navigator consolidates all investment reporting needs into easy to
understand statements including portfolio valuations, investment reviews,
income statements, transaction statements and taxation reports.
Flexibility
In an ever-changing world, it is essential to have the flexibility to
adjust an investment strategy. There are no charges imposed by the Manager
and/or Trustee to switch from one investment fund to another. This
provides the flexibility to meet any changes to your ongoing financial
needs.
Wholesale Investment Funds
Navigator allows the establishment of a diversified portfolio of wholesale
investment funds that would not normally be accessible to an individual
investor.
Efficiency
The key aspect of the Navigator service is to provide you with access to a
superior investment placement and administration service. This allows us
to spend more time catering to your financial needs and provide timely and
expert advice.
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