We are committed to making it as easy as possible for you to create, grow, protect and transfer your wealth, so that you have the freedom to spend your time on the things in life that really matter to you.
We understand that no one client is the same and our main objective is to carefully tailor financial plans to suit your specific needs.
Our customised systems and processes, together with the experience of our dedicated and proactive team, ensure you are kept up-to-date every step of the way.
We want you to be able to relax and focus on enjoying the more important things in life, knowing that the plan for your financial future is well understood and proactively managed. For this reason, transparency is fundamental to our business.
In an initial, obligation-free, consultation we will discuss your objectives and what you hope to achieve in partnering with us. As part of this process we will help you to complete a client data form so that we have a clear picture of your financial situation, investment goals and individual needs.
Next, we will determine whether your requirements match the services we provide. We will recommend the appropriate investment portfolio and structures to help you meet your wealth objectives and if our services are not appropriate for your requirements, we will do our best to recommend a firm that is.
We will then work together with you to strategically customise a portfolio that will best suit your personal financial needs. There are costs attached to this process which will be provided to you for approval before proceeding. As we prepare your strategic plan, we will continue to discuss the ongoing relationship model and associated fee structure with you to make sure you’re still comfortable with your positioning.
At the point where you’ve approved your individually tailored Northhaven plan, we will begin rolling out the strategy. To ensure your plan is on track, you will receive a quarterly investment report and at minimum, one annual face-to-face meeting, with phone and email contact as appropriate.
In order to ensure that we’re providing you with peace of mind, we will carry out regular assessments and provide updates and reviews based on a range of factors such as legislative changes, general economic performance, market conditions and analysis of individual assets. Our team are proactive in delivering this information on a regular basis, to ensure that any changing needs are accommodated.
