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.