The Whitehaven Difference

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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