ImpARTIAL,INDepeNDeNTfinancial advice

“Becausewearecompletelyindependent,youcanbeassuredofimpartialadviceyoucantrust.”

www.navwealth.ie

HOWOuRADvICeWORksFORyOu

WithexpertindependentfinancialadvicefromNavigationWealth,youcantakeabetterinformedandplannedapproachtomanagingyourmoneyandgettingittoworkharderforyou.Notonlydoyougetaccesstoprofessionaladviceaboutthebestproductsandservicesonthemarket,butyoualsogetthepeaceofmindthatcomeswithmakinginformedfinancialdecisions. Inconsultationwithyou,wewilldrawupapersonalfinancialplanwhichclearlysetsoutyourfinancialstatusandambitions.Thenwehelpyouplanforasecure,successfulfutureinacost-effectiveandtaxefficientmanner.

uNRIvALLeDdepth andBReADTHOFexperience

yougetaccesstoawealthoffinancialskillandknowledgethroughourteamofQualifiedFinancialAdvisors.Ourestablishedworkingrelationshipswithleadinginvestmenthouses,fundmanagersandfinancialproductprovidersmeansthatthroughus,protectingyourwealthandlifestyleorsavingandinvestingforthefutureisquicker,easierandmoreeffective.

ABOuTNAvIgATIONWeALTHNavigationWealthisateamofaccountantsandfinancialexpertswhoarededicatedtoofferingindependentfinancialadvicetoclientsofaccountancypracticesandotherprofessionaladvisors.NavigationWealthwasfoundedbecausewerealisedthatmostaccountancypracticeswereunabletooffertheirclientstailoredfinancialadviceinawaythatcomplementedtheircoreprofessionalbusinessadviceandservices.WithindependentfinancialadvicefromNavigationWealth,youcangetalltheadviceyouneedfromonetrustedsourceinaseamless,professionalandpro-activeenvironment.

THeRANgeOFADvICeWeOFFeR Becauseofthedepthofourprofessionalexpertisewecanadvisecorporateandindividualclientsfromallwalksoflife,includingtheself-employed,professionals,membersofcorporateclientpensionschemes,leavers,retireesandcompanyexecutives.WealsoofferadviceonacorporatebasistoHRmanagersandfinancedirectorsonbehalfoftheiremployees.specificareasofadviceandexpertiseinclude: • CapitalInvestment• Retirementplanning• LifeInsurance,Incomeprotection, CriticalIllnessandmore• Consolidationofmultipleinsurance products• savings• mortgageAssessment• educationFunding• InheritanceTaxplanning• groupRisk• CorporateInvestment• CorporateRiskInsurance-Co-Director coverandkeymancover• groupDefinedContributionreviews• pensionschemeTrusteetraining• Throughasolicitor,providelegal assistancetocompaniesandindividualsin makingaWill.

ImpARTIAL,expeRTFINANCIALADvICe

Becausewearecompletelyindependent,youcanbeassuredofimpartialadviceyoucantrust.Wewillalwaysseekout,reviewandselecttheverybestproductorserviceforyourneedsandensureyouareconsultedbeforeanydecisionsaremade.Wewillkeepinregularcontactwithyoutoensurethatasyourcircumstancesandneedschange,sotoodoestheadviceweoffer.

HOWWeWORkWITHyOu • Ourfactfindingprocessmapsoutyour financialposition,includingfinancialstatus, riskprofile,budgetandambitions.With accesstoyourexistingarrangementswe canmoreaccuratelyassessyourfinancial standing.

• Weanalyseyourprioritiesandgoals, explorewaystoachievethemandgive youawrittenorverbaloverviewofyour needs.• Wedevelopshort-,medium-and longtermfinancialstrategies,research andconsidertheproductsmostsuitedto youandwithyouragreementimplement theproposedplan.

•Weregularlyreviewyourfinancialposition.

Key tools and products

• Collectionofinformation–ourclients completeaFactFindwhichmapsout theirfinancialpositionandobjectives,risk profileandbudget. • Needsanalysisandgoals/objectives discusstoestablishfinancial prioritiesanddiscusswaystoimprove ourclientsfinancialwell-being.

• Todevelopshort,mediumandlongterm strategiesandresearchoptionsfor furtherconsideration

• Analysesuitableproductstomeetour clientsneeds

• Reportonproposedrecommendations andsign-offandimplementationofthe agreedproposalandplan.

• Reviewperiodicallytoensurecontinued suitabilitytoclientsneeds.

pricing

• Dependingonthescopeofthefinancial adviseandtheindividualclientsneeds, costscanbeanywherefrom€800forafinancialreview.Inmanycasescommission isgeneratedfromproductsselectedby ourclientswhichmaynegatetheneedfor adirectfee.Thisisaclientbaseddecision givingthemfullcontrol.

“Ouropenandnewapproachtoclientsneedsisbuiltonmakingthewholeprocessofinvestingandmanagingfinancesasstraightforward,andaboveallastransparentaspossibleforallourclients.”

www.navwealth.ie

contact

tel: +353(0)214876681email: info@navwealth.ieweb: www.navwealth.ie

NavigationWealthLtd.,TradingasNavigationWealth,isregulatedbytheCentralBankofIreland.