Brand profile · Investment Management

Northhaven Financial Management

Norwest, NSW-based Northhaven Financial Management operates in Investment Management. Ownership is privately held; it publishes at northhavenwealth.com.au. It holds one address on record, all in Australia. The record counts 10 people. Tagged financial planning, insurance and investment advice. One Australian registration (ABN) is a confirmed match. It is listed alongside nine similar brands, mostly in Financial Services.

Profile live Privately Held Founded 2004 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
10
self-reported band not used
Founded
2004
22 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity
  • NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED

    ABN35074700995

    NSWHigh confidenceMatched on exact nameABR

Legal entities

Northhaven Financial Management: 1 registry entityNorthhaven Financial Management is linked to 1 registry entity: NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED (ABN 35074700995, candidate).Northhaven Financial ManagementNORTHHAVEN FINANCIALMANAGEMENT PTY LIMITEDABN 35074700995Candidate · High confidence
Show as table · Northhaven Financial Management: 1 registry entity
Northhaven Financial Management: 1 registry entity
NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITEDABN 35074700995
Confirmed matches0 of 1

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

We are a boutique financial planning firm, seeking to provide clients with strategic advice as they progress through various life stages. Boasting a diverse range of highly trained and experienced staff, we advise clients on superannuation, tax planning, risk management, investment and portfolio management as well as asset and risk protection. As our firm is owned by the advisers in the business, we aim to deliver the highest level of service, and can tailor our offering with respect to individuals' needs and circumstances.

Specialties

All 4 specialties
  • Financial Planning
  • Investment Advice
  • Insurance
  • Funds Management

Related specialties

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU12 Century Circuit; Suite 605, Level 6; Norwest, NSW 2153Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Northhaven Financial Management?

One New South Wales entity on the ABR. NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED (ABN 35 074 700 995), high confidence.

How many people work at Northhaven Financial Management?

The record holds 10 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.

Where does Northhaven Financial Management have offices?

One address on record, Australia only. Primary: 12 Century Circuit, Suite 605, Level 6, Norwest, NSW 2153.

Has Northhaven Financial Management raised funding?

None linked to this brand.

What does Northhaven Financial Management list as its specialties?

Four tags on the brand's own list, among them financial planning, insurance and investment advice.

Which companies are listed alongside Northhaven Financial Management?

4 profiles list Northhaven Financial Management as a peer — 77th percentile in Investment Management. It lists ten peers of its own. Middleton Financial Planning and Wealth Journey list it back.

What is Northhaven Financial Management's website?