Why you need a Personal CFO:
A Chief Financial Officer, or Financial Director, is someone whom a CEO can trust to take care of their financial affairs, letting the Chief Executive get on with what they do best. At Navigator, one of our jobs as financial planners is to fulfil this role for our clients and their families.
‘Your personal CFO’ is a suite of services Navigator tailors to each of our wealth management clients, ranging from financial planning and investment to tax and business contingency advice.
In practice, this means our clients get five things from us:
- A coordinated, life-long financial plan
- A lasting personal relationship with a highly-qualified financial planner with relevant experience
- An evidence-based investment approach with a proven track record
- A pro-active service which combines regular meetings with the ad-hoc access they need
- A breadth of focus extending beyond individual clients to their families and businesses
Sounds good? Why not find out a bit more.
In addition to our wealth management offering, we run a separate specialist unit:
- A proposition supporting people receiving personal injury compensation
That’s the big benefit from my perspective – knowing that someone’s looking after it all, and managing it properly, so I can get on with my business.
Business owner