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).
Complete our ‘Changes Questionnaire’ to let us know of any changes in your life that should be considered in your existing Financial Plan.
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.
Sandra and ,as usual found Marsel to be very helpful and constructive. His pleasant and courteous manner makes us feel at ease and confident with his advice for our future.
We were very happy with Marcel and he's simplistic explanation of shelf managed super and what we needed to do to apply.
James was Very friendly and accomaditing by coming to the city to save us traveling time. Very professional advice and very well explained. A productive, and informative meeting all round. Happy with the service Millhaven provide and look forward to a long future together.
Very professional, polite and informative meeting we had with Marcel yesterday afternoon. Always such a pleasure to have him here looking after our account.
We found Marcel to be extremely helpful and easy to understand. He explained everything in a way which made it very easy to follow. I was very impressed with his manner and am grateful for him coming out to our house for the evening, as with two young children it's not easy to get to his office during the day!
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.