We make investment plans real

And turn them into long-term success

About us

We strive to achieve above-average investment results.

This is confirmed by our clients’ strategies built since 2007.
We have agreements with selected Polish and foreign investment fund companies.

Our business model and the appropriate The Polish Financial Supervision Authority (KNF) license allow us to provide independent and free consultancy based on many investment solutions.

Reliability and the highest quality of services provided are the main features of our company.

Service

Our services include inheritance planning, investment planning and relationship building.

This allows our clients to have a holistic look at many investment solutions.

Thanks to our cooperation with corporate clients, we become an environment for building business relations between them.

Long-term success is our commitment that puts the client's concerns at the fore.

Our purpose is for private and corporate clients to achieve above-average investment results.

How?

Finance Navigator is a company operating as a financial advisor.

Our business model and the appropriate The Polish Financial Supervision Authority (KNF) license allow us to provide independent and free consultancy based on many investment solutions.

Our mission is to help individuals and companies achieve their financial purpose based on a broad product diversification of the investment portfolio.

As a trusted advisor, we provide personalized services in an uncompromising manner.

Finance Navigator opens up opportunities for investing in stocks, bonds, gold, currencies through open-end mutual funds, but also in real estate and art.

Shares

Invest not only in shares of Polish companies on the WSE. Through funds, you have access to stock exchanges around the world, including shares of companies such as Facebook, Apple, Amazon and Microsoft.

Bonds

Treasury bonds, inflation-indexed bonds, municipal bonds, corporate bonds, bonds of developing markets. Due to the appropriate diversification of managers, debt funds provide the opportunity to achieve stable results, which are an excellent alternative to bank deposits.

Gold

Gold, silver, but also oil, industrial metals, agricultural and energy products have become available to every investor thanks to investment funds.

Funds give exposure to the prices of specific commodities through futures. They also often invest in stocks of companies related to raw materials (mines, steel mills, agricultural companies).

Currencies

Investment funds, especially foreign ones, can protect the investor against the depreciation of the domestic currency. Our offer also includes funds denominated in foreign currencies, mainly in euro and dollar.

Real Estate

We all know how important it is to diversify investment topics, so we will be happy to help our clients contact experts in the field of real estate acquisition and management, which will be an excellent complement to investments in open-end investment funds purchased through us.

Art

We are passionate about art. We are also happy to talk about this alternative way of investing.

Partners

As a licensed and independent distributor, Finance Navigator has contracts with selected Polish and foreign investment fund companies.

Our offer includes open-end investment funds with various risk profiles, built on many asset classes and with various investment horizons.

Check if Finance Navigator is the partner for you.

Our advisors have time to listen to the client and understand his individual needs as well as choose the best solution from among many investment products on the market.