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Northhaven Financial Management
12 Century Circuit, Baulkham Hills, New South Wales, Australia
About Northhaven Financial Management
Welcome to Northhaven Financial Management, located in Baulkham Hills, Century Circuit. As an establishment specializing in finance, we are a point of interest for individuals and businesses seeking expert advice on various financial matters.
At Northhaven, we take pride in our diverse team of highly trained and experienced staff who are dedicated to providing the best financial solutions for our clients. We offer comprehensive advice on tax-effective accumulation of assets, investment and portfolio management, protection of assets and income, and transfer of assets, including estate planning.
We understand that each client has unique financial circumstances, which is why we strive to give you peace of mind by genuinely caring and getting to know you and your family. By taking the time to understand your major long-term financial and family lifestyle objectives, we can create a tailored plan and investment portfolio that will preserve and grow what you have already worked so hard for.
Your goals and dreams are important to us, and we find fulfillment in helping you reach them. We want to be there for your financial journey, guiding and advising you along the way to assist you in reaching your dreams. Whether you run a small business, have a superannuation fund, or need help with family budgeting, Northhaven can provide a comprehensive financial plan for you.
If you are interested in receiving your own obligation-free 1-hour financial consultation, please leave your details and we will be in touch shortly. Trust Northhaven Financial Management to be your partner in achieving financial success and securing a brighter future for you and your loved ones.
Photos of Northhaven Financial Management
605/12 Century Cct, Baulkham Hills NSW 2153, Australia
Opening hours of Northhaven Financial Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Northhaven Financial Management
"I have wholeheartedly entrusted my investments in Jonathan and rely on his advice to ensure I receive the best benefits from my money. I have found Jonathan to be an open and reliable communicator who is available at any time to comprehensively answer any questions. Jonathan invokes my confidence and trust in his ability to provide financial advice. Jonathan provides holistic advice that has proved beneficial at all times, providing me with confidence in the decisions I make for my future."
"Scot, Ben and all the team at Northaven have continuously delivered on their promise of excellence in the financial planning space. Right throughout the highs and lows of the last twenty years the consistency of their performance is incredible. Coupled with these outcomes is a constant of professionalism, courtesy, and excellent communication. We would have absolutely no hesitation in recommending Northaven for Finacial Planning advice."
"Ever since my initial involvement with Scott and the Team at Northhaven, I have only experienced, professionalism, great attitudes and great results. Whenever a question or enquiry arises, they are straight onto it to ensure that the client is always abreast of what is happening in the market and getting the very best result possible. The face-to-face catch ups and quarterly reports are informative, concise, easy to read and understand. Thank you Northhaven."
"I've had my investments managed by the Northhaven team for over 10 years . I've always found all members of the team to be very efficient and they have helped me manage my financial affairs well over this time . I've enjoyed excellent returns on my SMSF . They have also been able to help me with advice of a financial administrative or legal basis . Tony"
"Northhaven Financial Management (NFM) have been our financial advisers for more than 20 years, building our self-managed superfund (SMS) and answering our financial enquiries with professional advice based on sound investment strategies that have resulted in better-than-expected outcomes for us. Our adviser, Scott, has demonstrated excellent knowledge of financial matters and markets both local and overseas. We have found both Scott and the NFM team always ready to answer our financial enquiries in a friendly and welcoming manner. Through regular updates, financial reports and one on one meetings our portfolio has been shaped to our financial expectations. Their consistent and meticulous approach has resulted in a retirement for us with little or no financial stress that allows us to enjoy the retirement that we have worked so hard to achieve. We are therefore very comfortable to recommend Scott and the NFM team to family and friends without hesitation. Thank you, Scott, and the NFM team for your valued support."
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