Local time
Investing with Aviva
Aviva offers you and your financial adviser a single access point to a world of investments through our Navigator portfolio administration service. Aviva is a global investment and life insurer, with over 100 years of local knowledge, click here to find out more about Aviva in Australia.
What is a portfolio administration service?
A portfolio administration service, sometimes known as a 'wrap' or 'platform', allows you to work with your financial adviser to structure a portfolio to suit your requirements, through providing access to a range of underlying investment options (including managed funds and shares) through a single point of access. Platforms provide a simple way to control your investments and provide consolidated reports to ensure you are kept informed and up-to-date on your portfolio's performance.
Why use a portfolio administration service
Portfolio administration services offer a very simple way of tracking your investments, with one company and one contact point to remember and the benefits of consolidated reporting - a single report of all your transactions makes tax time easier.
With the help of your adviser, platforms offer an easier way to select investments, and entry to wholesale funds means you generally have access to lower fees on your portfolio. You also have access to a wide range of investments across different asset classes and a wide range of quality fund managers with specialist skills and different investment styles, which helps you to diversify and manage your investment risk.
By managing your investments through a portfolio administration service you can enjoy a high level of flexibility and can keep track of your investments easily.
Tracking your investments
When you invest through Aviva, you also have the ability to access your investment account information and keep track of the performance of your portfolio. Together with your adviser, we also provide consolidated annual and quarterly reports that enable you to view your entire portfolio.
How to start investing
Depending on how comfortable you are with investing, you can always start by finding out more about investment strategy, superannuation and life insurance by visiting our Education section, or reading the product information avaialble. Then, when you want to start investing with Aviva you can contact your financial adviser, or click here to find a financial adviser in your area who can assist you in structuring your investment portfolio.