Services
With a diverse range of highly trained and experienced staff, we advise clients on tax effective accumulation and preservation of assets, investment and portfolio management, protection of assets and income and transfer of assets including estate planning.
Tax Effective Accumulation &
Preservation of Assets
Northhaven advises on suitable investment options and appropriate structures for building and protecting wealth while helping you to legally minimise the tax you pay. We help you to identify which investments, such as shares and property, are most suitable to you and the structures in which they should be held, such as within superannuation, trusts, and companies.
Investment and Portfolio Management
Our approach to investment management involves identifying your risk profile and matching it with appropriate investments to reach your objectives. Via our Managed Discretionary Account (MDA) Service, Northhaven also offers portfolio management on an active basis. Actively managed portfolios will generally include both direct investment in Australian and international securities, along with utilising wholesale managed funds.
Superannuation & SMSFs
We help you to navigate the complex world of superannuation, allowing you to maximise your retirement savings and fully utilise the tax-effective environment that it is. We can also build and manage investment portfolios within your superannuation to make sure it is working as hard as possible to provide you with the retirement you deserve.
Personal Risk Insurance
We provide advice on personal insurance to protect you and your family in an unexpected event. We can ensure you get the most cost-effective cover for Life Insurance, Total and Permanent Disability Insurance, Income Protection, and Trauma Insurance, giving you peace of mind that you're covered in any event.
Transfer of Assets (Estate Planning)
We work with your solicitor to ensure that your estate documents are in order and that your will is drawn up to meet your desired outcomes. We will go over the existing ownership and control of assets and ensure that it is consistent with the will, giving you complete peace of mind.
