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WEALTH

STRATEGIC PLANNING FOR A BRIGHTER FUTURE

Newhaven Wealth, a unique wealth management firm for everyday Australians seeking financial success

Newhaven Wealth is a unique wealth management firm for everyday Australians seeking financial success.


Newhaven Wealth delivers advice to address both short-term financial stability and long-term wealth-building.


In the short term, personalised financial guidance helps manage assets, enabling effective budgeting and informed financial choices.


For long-term financial security leading to retirement, we craft comprehensive retirement plans, ensuring sustainable lifestyles post-retirement.


We optimise superannuation, consolidate accounts, and focus on tax-efficient strategies, crucial for maximising retirement savings and managing income efficiently.


We provide specialist risk advice to ensure clients have the right and best insurance cover to protect both their assets and income.


Additionally, estate planning safeguards assets, ensuring smooth wealth transfer while reducing complexities and potential tax burdens.


Newhaven Wealth's commitment to understanding clients' financial goals allows tailored solutions that build financial success and secure retirements.

YOUR PROFILE

The most important facts, we find, are yours

At Newhaven Wealth we take pride in the efforts we make to get to know all of our clients. Your history, life story, goals and aspirations are vital to us in the preparation of our advice to you. It goes beyond knowing your financial position and your tolerance for risk. It is about knowing what matters to you most, what you desire for your future and what you dream of having for yours and your family’s future. It also means gaining an understanding of what financial success means for to and your family; that’s the only way we can help you achieve it.

YOUR PORTFOLIO

Investment portfolio construction

We believe in clients having a greater say in where their money is invested. Be it your personal savings or your superannuation, you should be part of the process of building a portfolio that matches your personality and objectives.


Our experienced professionals draw on decades of experience to tactically position your portfolio across multiple markets and major asset classes. We work in an open dialogue with you to construct portfolios based on your desired risk exposure and goals.

YOUR MONEY

Money management and savings

Saving for your first car or home or holiday?

Looking to pay down your debts faster?

Looking to save for an investment in property or shares?

Wanting to put something away for your children’s education?

Need to make further contributions to your superannuation?

All of these and much more rely on one simple thing - your ability to manage your money.


Whilst some will shy away from a formal ‘budget’ for their household, tracking and understanding where your income goes is an essential first step in your financial life. The second is being able to make informed decisions about your spending so that you can start to put savings towards your goals. We will work with you to ensure that you know your finances inside and out- so that you can get your money working harder for you.

RISK

Managing risk to secure your family’s future

Understanding risk is essential to any investor. Our personal risk and insurance planning is a vital part of our overall financial planning service. Personal insurances can help to ensure that those who depend on you will not be financially disadvantaged in the event of your death, disablement or a medical crisis.


We work with our clients to arrive at a level of cover that provides comfort and peace of mind, is affordable and is structured correctly; with policies being held either inside or outside of your superannuation accounts.

SUPER

Specialising in super and self-managed super

We believe that there is no more powerful vehicle for investment than superannuation.


The level of tax concessions alone makes super the most effective place for your retirement nest egg. We help investors to construct a suitable portfolio of investments to ensure that they are taking advantage of the benefits super provides.


Investing wisely in your super can make a significant difference to your retirement.


Our specialist advisers provide assistance to those already operating or looking to set up their own self-managed super fund (SMSF). We work with clients to ensure that their investment strategy is appropriate, they know their options in terms of assets in which to invest and they understand complex strategies such as leveraging through a SMSF to purchase direct property or shares inside the fund.

FEES

Pay only for what you get

At Newhaven Wealth we believe that every Australian should have access to quality advice and assistance in managing their finances. This means that we will never allow cost to be a barrier to a new client accessing the services that we provide. We achieve this through our low fee base and our structure of up-front fees and the fact that we do not take trailing commissions from our client’s investment or super accounts.


All this that mean you get what you pay for – great advice at great value.

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