Summary

Jay Grant is a Partner and senior financial adviser specialising in Self-Managed Super Funds and long-term wealth strategy for private clients. As Director of Newhaven Group, he leads a practice managing over $300M in client assets, guiding individuals and families through investment structuring, retirement planning and SMSF governance. Jay’s advisory approach blends strategic tax awareness with practical, real-world investment experience, including direct property, private markets and managed portfolios. With more than 20 years in financial services, Jay has built specialist SMSF divisions, led advisory teams, and developed the frameworks and education models that support clients to make confident, informed decisions. His work is centred on helping clients take ownership of their financial future with clarity, control and a long-term plan.