ABOUT US
Haven Wealth is an independent financial advisory firm, specialising in holistic financial planning and wealth management. We pride ourselves on our independence as financial advisors and our high attention to detail.
At Haven Wealth, we believe that building long term relationships and ensuring client centricity is of utmost importance when managing your financial portfolio.
OUR SERVICES
Offshore & Local Investments
At Haven Wealth, we believe that it is important for clients to have both onshore and offshore investment exposure. Our independence allows us to provide you, our client, with a wide range of local and international investment options, resulting in a diversified portfolio that meets your goals and personal risk profile.
Wills
We believe that drafting your will is a vital part of the holistic financial planning process and ensures that your wealth is appropriately cared for in the event of your death. We provide you with professional will drafting services.
Risk Cover
By providing you with the correct Life, Disability and Dread Disease cover that meets your needs, we aim to ensure that both you and your loved ones are provided with the appropriate financial security.
Retirement Planning
We pride ourselves in assisting you before and during your transition into retirement. Beginning this process early on within your career is vital to ensure that you and your family are provided with financial security. We work closely with you in order to provide a retirement plan that meets your financial needs and goals.
Group
Benefits
Group benefits allows you to protect your employees through risk cover and retirement savings. We are able to provide companies, and their staff members, with group retirement annuities, pension and provident funds, group risk cover, as well as financial wellness workshops, which aim to assist individuals in better managing their finances.
Business
Assurance
We provide businesses with risk assurance that ensures that your business remains protected and financially secure, should a key individual or shareholder of your business pass away, or become disabled.
In addition, we provide our clients with professionally drafted buy-and-sell agreements.
CONTACT US
Corner Straight Avenue and Rockery Lane, Lonehill, Johannesburg, 2191
Phone: 071 365 1422
email: info@havenwealth.co.za
Book an introductory meeting with one of our financial advisors to discuss your financial portfolio.