Whitehaven Private Portfolios specialises in delivering customised financial outcomes for Advisers and their private clients. Whitehaven’s broad capability and experience in managing private portfolios enables greater control and transparency for both parties whilst working together towards achieving their stated investment objectives.
Portfolios are managed based on the Adviser’s and client’s instructions, providing greater certainty and security for each client. Personalised solutions for asset and tax management are a feature of Whitehaven’s approach, ensuring clients achieve the best outcome for their unique circumstances.
Whitehaven is a wholly owned subsidiary of MWL Financial Group, a Melbourne-Sydney-Brisbane based financial services firm.