At Mint Financial Planning, we have a clear vision about what Financial Planning should look like. Everything we do is about YOU. It’s about your whole life – not just about your money. That’s why we are privately owned, and our advice is always based on what is best for you. We treat you as an individual and give you the time and environment to explore what is important to you.
Our Advisers are qualified and have experience and technical expertise to ensure that the correct financial architecture is put in place for every client. We base your financial plan around life goals and ambitions. We believe it’s not just about here and now. It’s a dynamic process and we are committed to our relationship long term.
Financial Planning is our passion, we live and breathe it. Our Clients are our priority and our existence! Read more…
For us, our ongoing working relationship with our clients is at the core of our service. Our ‘Lifetime’ approach to financial planning means having an understanding of all aspects of your current and future situation so that we can guide, inform and advise you to ensure that you make the best use of your resources in line with your own short, medium and longer term plans.
Why are we different? Everyone deserves to live the fullest life they can. That means securing your future so that you can then focus on achieving all your dreams while you can enjoy them. We don’t want you to work too long, and we don’t want you to provide a legacy after you’re gone – we’d rather you saw the benefits of your assets now, rather than after your death.
We are in the privileged position of being paid to look after our client’s wealth and future financial security. The advice we provide, and the subsequent decisions that follow have a profound impact on their lives. When you think of it that way, the work we do carries significant responsibility, and this is reflected in the business’ core values. These core values are outlined below:
Mint Financial is a Partnership with the Principal Partners being Damian Galle, Anthony Galle and Jason Sgro. Together they have in excess of 50 years experience in the Financial Services Industry.
As well as the relationship you will have with your Adviser, you will also have a team of experienced individuals working behind the scenes to ensure that we always deliver the best possible service and consistently excellent advice to our clients.
We believe in the importance of lifelong learning, and we take professional development very seriously. Our experienced Advisers have attained the pinnacle of Financial Planning qualifications and continue to expand their knowledge with additional Investment, Superannuation and Tax qualifications. Read more…