Newhaven Group specialises in maximising superannuation benefits, advising on contribution strategies, consolidating multiple accounts, and selecting growth-oriented investments within super funds while complying with ATO regulations. We help clients navigate Australia's complex tax laws by minimising tax liabilities through strategies like salary sacrificing and understanding CGT implications, optimising their retirement savings.
Approaching retirement, we assist in creating sustainable income streams aligned with Australia's retirement policies, exploring various options such as account-based pensions and annuities, considering individual needs, risk tolerance, and tax implications for a comfortable retirement. Staying compliant with evolving regulations is paramount, and we keep clients informed, ensuring their retirement plans adapt to changes, remaining compliant with ATO regulations.
Recognising each client's unique circumstances, our personalised guidance spans asset structuring for business owners, optimising retirement savings for sole traders, managing trust assets for trustees, and tailoring investment strategies for individuals. Our expertise ensures informed, compliant decisions that align with retirement goals within Australian financial laws.
You know when you are dealing with a Newhaven person. They have certain characteristics that ensure we deliver on our promise of helping our client’s achieve financial success. Newhaven people are honest, great communicators, expert in their role, committed to each client relationship, supportive, caring and passionate.
We are always looking for ways to simplify and demystify the complex world of investment and retirement planning. We believe that the ability to provide our clients with knowledge rather than just information is key to our role in guiding them to make the right decisions about their future. We also know our clients have so many competing priorities in their day to day - so we ensure we are quick to deliver answers to questions, advice and updates.
Our commitment to excellence is unwavering. Our work is our pride and joy. Delivering innovative strategies and advice as well as sound products and excellent service is the driving force of our team. We want each client to feel that they got their moneys’ worth and so much more.
Not only do we work well as a team at Newhaven, leveraging from one another’s talent and skill - we work with our clients as part of their team. Everyone has their own unique idea of what financial success means. This means we get the opportunity every day to partner with a new team and take a new journey together. We succeed because our clients do.
Newhaven is the one place you can come and receive advice and recommendations on every facet of your financial life. Our offering is not a slender one, stretched across several areas – we boast a wealth of expertise in each division of the company, be it financial strategy advice, budgeting and money management, equities and managed funds, direct real estate, superannuation, self-managed superannuation, and credit products. When you deal with a Newhaven person you deal with someone who has more than knowledge in their chosen field- they have a career in it.
Being on your team means that we work when you need us. We are renowned for seeing Anyone, Anywhere, Anytime.
A simple, often stated saying. For us it is a way of life; because we know that if we didn’t treat our clients with the care, respect and dignity that each one of them deserves, we simply wouldn’t still be here. Newhaven clients know one thing above all else – we are grateful for them.