30 April 2012 | Income Fund 12 Months Performance: 10.20%. Income Fund Performance since inception: 12.10% | Balanced Fund 12 Months Performance: 13.62%. Balanced Fund Performance since inception: 12.87% | Global Fund 12 Months Performance: 6.85%. Global Fund Performance since inception: 5.57% | Global Active Fund (USD) 12 Months Performance: -7.85%. Global Active Fund Performance since inception: 3.23%

Creative Wealth Management

SIRIUS FINANCIAL NAVIGATION was established in 2000 as an independent financial services business, with the intention of providing objective and independent advice to meet our clients’ financial goals. Consistent application of our proven investment philosophy, cutting edge fund management, innovative products, and strong client relationships give us a competitive advantage, while our participative approach empowers clients to positively influence their investment and financial processes.

Formulating a financial strategy that works for you, takes into account current and future circumstances, and commits to fulfilling your aspirations, has become a highly complex process for today’s investor. It requires thorough analysis by suitably qualified advisers to avoid the many pitfalls of financial management.

Sirius Financial Navigation is an authorised financial services provider, FSP Licence No 830 Category 2 Discretionary.

Meet the Team

Sirius Financial Navigation is staffed by a committed team of highly trained financial experts. Our expert financial advisors’, Chantal Redding and Phil Grizic are qualified CERTIFIED FINANCIAL PLANNERŪ professionals. As such they are suitably experienced to advise you on the appropriateness of an investment and to tailor make a solution based on your personal circumstances.

The management team:

Clifford Morris Chantal Redding Lallitha Premjith

If you would like to meet more of the Sirius staff please click here.

FICA Compliance

Financial services legislation dictates that minimum criteria are met with regard to record keeping, communication, appropriate advice and other functions. In order to maintain objectivity and impartiality, we have employed an independent compliance company to assist us in fulfilling our legal obligations.
Sirius Funds

Sirius Financial Navigation has a range of funds to cater for various needs. Please click on one of the funds below to learn more.

Income fund
Balanced Fund
Global Fund
Global Active Fund (Off Shore)

Hot News

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