Your Wealth
Your Future
a whole life approach
From small steps to big milestones, we’ll be by your side, adapting your financial plan as life changes—guiding you today, tomorrow, and beyond.
Your financial needs change as life moves forward—from growing your wealth to securing your retirement. Making the right decisions today can shape your future—but where do you start?
At Northhaven, our whole life approach ensures you’re always prepared. With personalised strategies and expert guidance, we help you build and safeguard your wealth—so you can enjoy life today, knowing your future is secure.
BUILD
PROTECT
enjoy
TRANSFER
Our Whole Life Approach
Strategic advice to grow and optimise your financial future.
Build and optimise property and share portfolios
Debt recycling and debt reduction for long-term financial growth
Superannuation contributions and portfolio management
Budgeting, saving, and tax-efficient structuring to maximise wealth
Business structuring for tax-effectiveness, such as sole traders, partnerships, companies and trusts
Safeguard your financial future with tailored risk management strategies.
Personal risk insurance, including Life, TPD, Trauma, and Income Protection
Asset protection strategies using trusts, companies, or both
Business and estate risk planning for long-term security
Protecting investments through diversification and strategic portfolio construction
Safeguarding income and financial stability against unexpected events
Enjoy financial freedom to spend now while securing your future.
Retirement income planning for long-term financial security
Superannuation drawdown and cash flow management tailored to your needs
Balancing lifestyle goals with financial sustainability
Philanthropic giving and legacy planning to leave a lasting impact
Ensure your legacy is passed on smoothly and efficiently.
Estate planning, wills, and trust structures
Intergenerational wealth transfer and succession planning
Family office services for multi-generational financial management
Minimising tax and legal complexities in wealth transfer
Want to see how our whole life approach fits your journey?
Book your free discovery call today.
The Northhaven Difference:
Tailored Advice for Life
The Right Team
to Guide Your Wealth Journey
Ben Vinson
Director & Financial Adviser
Scott Durbidge
Director & Financial Adviser
Jonathon Halls
Partner & Financial Adviser
Matthew Ingram
Partner & Financial Adviser
Emily Ugarkovic
Financial Adviser
Debbie Englund
Paraplanner
Sonette Pieterse
Trading & Operations Manager
Marina Zuvela
Client Services Manager
Christina Sanchez
Client Services Manager
Dyana Gaints
Client Services Manager
Gabbi Kuru
Client Services Manager
A Smarter, Whole Life Approach to Building and Protecting Wealth
You deserve financial advice that grows with you—our whole life approach ensures you’re covered at every stage.