About Us

Our role is to partner with you in this lifelong process of managing your wealth, making the journey as enjoyable as possible.

Our Expertise

With a team of highly qualified financial planners and professionals, Northhaven are experts in tax effective accumulation of assets, investment and portfolio management, protection of assets and income and transfer of assets including estate planning. We also specialise in philanthropy and charitable giving. We value our community and giving back to those around us, specifically those in need.

Our Philosophy

We pride ourselves on taking the time to understand your major long-term financial and family lifestyle objectives. We commit to providing you with a tailored financial plan and investment portfolio custom to you that will preserve and grow what you have already worked so hard for.

Our Commitment to Results

We care about you and are committed to achieving the best results we can, given your current circumstances. Whether it be through income and asset protection, portfolio management, growing your wealth or planning your estate, Northhaven finds fulfillment in watching our clients reach their desired financial and life goals.

Our Experience

With over 55 years of combined wealth management and financial planning experience, we know we can create a financial plan that will protect and grow your wealth.