Assets Navi, a financial consultation platform operated by Adviser Navi Inc., has introduced a new age-based search function. While the platform previously allowed users to search for Independent Financial Advisors (IFAs) based on criteria such as consultation topics, occupation, financial assets, residential area, and affiliated securities companies, this latest update now enables users to find IFAs suited to their age group—from their 20s to 80 years and older.

・Service URL: https://assets-navi.com/

Example: IFA × 50s page

Background and Key Features: Meeting the Demand for Age-Specific Advisor Matching

Assets Navi has always prioritized helping clients find financial advisors who truly fit their personal needs. Financial concerns vary significantly by age group: individuals in their 20s and 30s often focus on systematic savings and asset building; those in their 40s and 50s typically manage investments alongside education expenses and mortgage payments while preparing for retirement; and those aged 60 and above often seek guidance on retirement fund utilization, withdrawal strategies, inheritance, and gifting. To address the growing demand for advisors who understand these age-specific life stages, Assets Navi has implemented an age-based IFA search function.

Age-Specific Pages Launched

The platform has launched dedicated pages for each age group, from 20s to 80 and above. On each page, users can view a list of IFAs experienced in advising that age group. Additionally, each page provides essential information such as key points to consider before consultation, the consultation process, common financial concerns, and criteria for selecting the right IFA. Users can also combine age filters with other criteria—such as consultation topic, occupation, region, and asset amount—for more precise searches.

Future Developments

Going forward, the company will continue to prioritize user convenience by expanding the use of age segmentation, improving combined search functionality with consultation topics, occupation, region, and asset levels, and optimizing UI/UX. The company remains committed to enhancing service quality to make it easier for users to connect with financial professionals who align with their life stage.

Age-Specific IFA Lists

・List of recommended IFAs for asset management consultation for people in their 20s

・List of recommended IFAs for asset management consultation for people in their 30s

・List of recommended IFAs for asset management consultation for people in their 40s

・List of recommended IFAs for asset management consultation for people in their 50s

・List of recommended IFAs for asset management consultation for people in their 60s

・List of recommended IFAs for asset management consultation for people in their 70s

・List of recommended IFAs for asset management consultation for people aged 80 and above

Company Overview

Company Name: Adviser Navi Inc.

CEO: Yukihide Taira

Founded: May 29, 2019

Headquarters: FinGATE TERRACE, 8-1 Nihonbashi-Kabutocho, Chuo-ku, Tokyo 103-0026, Japan

Business: Matching high-net-worth individuals with IFAs, staffing services, and IFA consulting

URL: https://adviser-navi.co.jp/

FACT BOX

  • Source: PR TIMES
  • Category: New Product