Our Clients

The people we work with come from all walks of life, and have a variety of needs, and concerns, but there are some similarities in what they are looking for. They want to protect what they’ve accumulated whilst ensuring their assets are working for them. They have a pragmatic approach to tax yet don’t want to pay more than they need to. Finally, they want to know that they can attain and maintain financial independence at a certain level, and ensure their wealth is available for future generations.


of our clients participated in a recent survey across a number of key areas. The following are some of the highlights from the survey include:


of clients rated our service standard of ‘HIGH QUALITY’ at “Extremely well” or “Very well”


of clients are “Very likely” or “Likely” to refer a client during the coming 12 months


of clients rated ‘How satisfied are you with the strategic and investment advice received from your financial adviser during the past 12 months?’ at “Extremely satisfied” or “Very satisfied”


of clients rated ‘How well do you think your financial adviser understands your needs and objectives?’ at “Extremely well” or “Very well”


of clients rated ‘Our brand essence is built on Trust, Relationships, Premium strategic independent advice, and Accountability’ at “Extremely well” or “Very well”


I’ve had the pleasure of working with Damian and the whole Mint team including Jason as my accountant since 2010. I’m overwhelmed with their management of my financial affairs and the outstanding customer service everyone provides.

Having previously been with another organisation, I can confidently recommend the Mint team to anyone looking for solid & trusted advisers. Where others seem to provide recommendations that suit their business, Mint offer a strategy and suite of products aligned to my needs. Over the last 5 years, including the GFC, they have exceeded my expectations with the returns on my portfolio. Overall Damian & the team are very responsive and commitment to ensuring my short term and long term goals are achieved.

In the years that Damian has been advising us on our financial affairs (since 2006) he has always been thoughtful and insightful with regards to our needs, rather than his own.  His investment suggestions have been sensible and well timed, and even in challenging market conditions Damian has continued to strive to maximise our portfolio’s returns and serve our best interests.  I now think of Damian as much as a friend and our financial adviser who I can turn to for any number of matters and be confident of his understanding and advice.  I fully expect Damian to figure in our personal and business financial needs for many years to come.
Patrick & Karen
Damian we cannot express our gratitude for the amazing work that you and the team have provided us over the past year.  We came to you with a big financial problem and with your expertise patience and understanding you were able to assist us in getting the amazing result that has changed our life and financial future.  We cannot express our gratitude enough for what you have done for our family.  You have restored our belief in financial planners, your commitment to us and the absolute integrity of your dealings with us has been nothing but amazing.  Thank you for everything. We highly recommend you and the team. Thank you!
Josie and Vic