• Financial Planning

    We understand each client's different needs and financial objectives
    and to recommend an appropriate financial strategy.

  • Tax and Accounting

    Tax and Accounting is a vital part of Financial Planning.
    Tax certainty on important financial decisions in your life is imperative.

QUESTIONNAIRES



  • 5 Minute Financial Health Check

    Take our ‘5 Minute Financial Health Check’ for a quick guide to your current financial condition.
    (New and current clients).


  • About You Questionnaire

    Complete our ‘About You Questionnaire’ to help provide insight into your current financial position. (New clients).


  • Changes Questionnaire

    Complete our ‘Changes Questionnaire’ to let us know of any changes in your life that should be considered in your existing Financial Plan.

Millhaven Financial Services


Millhaven is committed to providing the ultimate in strategic and technical planning, as well as servicing each client’s unique ongoing needs.

In order to maintain our high standards, your Planner is trained to understand the importance of an in depth analysis of your goals and circumstances
that will form the basis of your financial strategy.

We feel that we have something to offer every client, some may be in a position that require little or no help and that is the reason we always maintain ‘if it ain’t broke don’t fix it’!  Therefore we will build upon the good and established sections of your portfolio and advise alternatives for the unproductive parts.

An appointment with one of our Licensed Financial Planners before acting upon any of the information provided is strongly recommended.

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  • Direct Equities

    Direct Equities

    Millhaven
  • Financial Planning

    Financial Planning

    Millhaven
  • Insurance

    Insurance

    Millhaven
  • Property

    Property

    Millhaven
  • Retirement Planning

    Retirement Planning

    Millhaven
  • Superannuation

    Superannuation

    Millhaven
Website Disclaimer


Information provided on this website is general in nature and does not constitute financial advice.

Millhaven Financial Services will endeavour to update the website as needed. However, information can change without notice and Millhaven Financial Services does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.

Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.

Millhaven Financial Services does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. 

Except insofar as any liability under statute cannot be excluded, (CharterFP), its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person.

Unless otherwise specified, copyright of information provided on this website is owned by (CharterFP). You may not alter or modify this information in any way, including the removal of this copyright notice.