Financial Confidence, Simplified.
Helping clients invest with purpose, on purpose.
Haven Wealth is a boutique fund manager that specialises in bespoke portfolio management and construction, with a difference.
Our unique approach gives investors, like you, the choice, control and return that you seek.
What we do
We build custom investment portfolios
We provide education on investments and budgeting
We build solutions for community groups
We help build and launch new investment products
We offer the change for our products to be whilte-labelled
Ready to achieve your goals?
Our Story
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Our Story ■
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The investment community welcomed this fund with open arms – but like all good stories, the plot thickened. Whilst some investors loved Haven’s fund, other investors began to ask if Haven, with our unique ethos and experience, could build them a bespoke fund, specifically customised to their unique investment needs and wants. And so the penny dropped – and a new arm of Haven was born.
Now, Haven’s ambitious goal is to not only manage and grow their proprietary fund, but to build infinite purpose-led Australian portfolios to meet the needs and wants of investors, whilst catalysing global transformation, innovation and incomparable impact.
Like two sides of the coin, Haven delivers progress and purpose, with performance and profit. We’re changing the investment landscape as we know it, building funds which will invest in excess of $2 billion. We invite you to be part of our story. It’s one for the ages…
