Understanding That People Come In All Shapes and Sizes, And So Do Investment Opportunities

Your Whitehaven Private Portfolio is a Managed Discretionary Account (MDA) which is a bespoke investment solution that can be tailored to meet your unique situation. At Whitehaven, we realise that no two clients are the same; rather, each has differing personal requirements, investment preferences, taxation planning opportunities and retirement timeframes. Whitehaven’s team, in conjunction with your financial adviser, customises and manages your private portfolio uniquely for your needs.

Whitehaven also takes the complexity out of managing your portfolio by handling all the paperwork associated with an investment portfolio. We provide comprehensive client communication and reporting, including year-end tax reports to assist in the generation of your tax return. Whitehaven clients also receive quarterly investment reports and have secure online access to their portfolio which is updated daily. At all times, Whitehaven will work in conjunction with your adviser to build and maintain your investment portfolio, keeping in mind your objectives and target asset allocation.

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