Hobson launches innovative Navigator Service
Warren Couillault, CEO of Hobson Wealth, has returned to the managed funds sector in leading the development and launch of Hobson Wealth’s funds within its unique Navigator Service. Hobson Wealth’s new funds offering will allow the group’s financial advisers to service a large cohort of New Zealanders who have fallen through the ‘advice gap’.
Hobson Wealth’s Navigator Service provides a financial advice overlay to construct a blend of the underlying Hobson Wealth funds to suit the investors risk profile and investment goals. There is no additional charge for providing this advice. Once invested, the Navigator client has full access to the investment portfolio including transactions, pricing, valuation, returns attributes, research notes and much more.
“We think all New Zealanders deserve access to great financial advice, not just high net worth investors” Couillault said. “With these new funds, and the portfolio solutions we’re able to construct from them, our advisers now have a cost-effective, robust solution for clients who have up to $500,000 to invest.”
“It really is a special service that we can now offer through the use of clever technology” says Couillault. “I’ve been disappointed at the lack of investment alternatives that are available to those that have a substantial amount of savings but not the millions that are required for detailed personalised financial advice – we’ve fixed that now with the Navigator Service. And there will be further enhancements over the coming months with more features making the Navigator Service even more accessible to a wider range of investors.”