Naviga Solutions

  • An experienced and well qualified investment team
  • A range of solutions to cater for the specific needs of an individual
  • Access to the asset allocation skills of multiple managers
  • Combination of managers with complimentary investment philosophies, styles and alpha sources
  • Focus on managers with significant investment experience
  • Portfolios include well-known managers and boutique fund managers with unique skills and capabilities
  • Ongoing monitoring and reporting of portfolios

There are currently more than 1000 registered unit trust funds in South Africa, selecting the appropriate fund is a daunting task for any individual and requires substantial investment knowledge in order to select the correct combination of funds. Naviga Solutions provides investment consulting to Efficient Wealth and offers a boutique of investment options that are optimally constructed by a team of experienced investment specialists.

The Naviga Solutions team is also further supported by Boutique Investment Partners who provides Naviga Solutions with research and investment analysis. Boutique Investment Partners consists of a very experienced and well qualified team which currently manages more than R30bn.

Investment Committee

Dawie Roodt
Dawie Roodt Economist, Efficient Group

Masters degree in Economics (Cum laude)

Diaan Janse van Rensburg
Diaan Janse van Rensburg Managing Director, Naviga Solutions

B.Com (Hons), CFA

  • 8 years multi-manager experience

 

Pierre de Klerk
Pierre de KlerkManaging Director, Boutique Investment Partners

B.Com Hons (Act. Sci), CFA

  • 20 years financial services experience
  • 12 years multi-manager experience

 

Mitsie van der Westhuizen
Mitsie van der WesthuizenSenior Analyst, Boutique Investment Partners

B.Com (Economics)

  • 17 years financial services experience
  • 12 years multi-manager experience