The Whitehaven Difference
Whitehaven is one of the pre-eminent Private Portfolio providers in Australia.
Whitehaven Private Portfolios offers investors a professional personalised service that differentiates itself from other investment options by providing;
- Portfolios that are customised in consultation with your adviser to meet your financial objectives,
- Pro-active tax management and planning that takes account of your personal circumstances,
- Direct ownership of assets (not beneficial ownership via a custodian),
- Comprehensive reporting via ‘Whitehaven Portfolio Online’ ensuring full portfolio transparency,
- Portfolios that are managed on a discretionary basis by professional portfolio managers, a service that is not usually available to individual clients.
AFSL No. 300878