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Mint Financial Planning Pty Ltd
       
 
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Mint Financial Planning Pty Ltd
 
 
Overview: 

Mint Financial Planning Pty Ltd is a privately owned financial services firm. Our clients come from all areas of life, age groups, occupations, businesses and personal situations. We are licensed through Australian Financial Services Pty Ltd, and we provide advice to clients in the areas of investment, superannuation, insurance, shares, property and Centrelink.

Founded by Damian Galle in April 2004, Mint Financial Planning now has a team of 5 people who are committed to providing high quality, professional and personal service to our clients. The financial advisers collectively have been involved in the Finance industry for over 20 years. They offer a long-term Financial Planning solution as they expect to remain in the industry for the next 20+ years.

Each Financial Adviser brings a different area of specialisation to Mint. Whilst we prefer that our clients deal exclusively with their own adviser, which is rare in this industry, we will be working together behind the scenes to ensure that each client obtains the best possible proactive advice.

Our Approach

We form strong long-term relationships with our clients and provide advice during the wealth creation phase and in retirement.

All aspects of our organisation have been structured towards focusing on our clients and enhancing their relationship with their adviser. This will ensure that each client is receiving advice from the person who best understands their financial situation, needs, objectives and risk profile.

We are committed to providing proactive financial advice. By nature investment markets constantly provide investment and taxation savings opportunities to knowledgeable investors. We will buy or sell an investment if mispricing is evident.

To ensure that we maintain our high level of service and advice, we have decided to limit the number of clients per adviser. This will ensure that all clients receive quality proactive advice and the opportunity to participate in new and limited offerings (i.e. share floats, alternative investments etc).

We have developed strong relationships with a number of stockbrokers and fund managers which ensures that our clients obtain access to special opportunities and limited offers. These relationships, along with the research provided by AFS and purchased from independent companies, present us with the information that is essential when providing financial advice.

We will engage in any opportunity or cost savings that will add value to a client’s portfolio to ensure that actual returns are always maximised. Although we measure a portfolio’s return against a suitable benchmark, we are focused on Absolute Returns - that is, we aim to always achieve a positive outcome.

We provide a comprehensive tailored Reporting and Administration service for investment portfolios that allows clients to avoid expensive administration platforms - i.e. we do not use administration platforms include Wrap accounts, master trusts, etc.

Our practice operates essentially as a boutique “fee for service” business. The majority of clients choose our PLATINUM or GOLD service levels, with full waiver of the large initial brokerage offered by fund managers and brokers. Unlike the standard entry fees and brokerage used by the majority of financial advisers, in most cases our fee is fully tax deductible.

Unfortunately in the Financial Planning industry, many individuals are paying high fees and are not receiving the quality service or advice that they are entitled. This is usually due to the large number of clients that their advisers are trying to service. The “comfort zone” of trail commissions, friendships rather than advice, and the old “all business is good business” theory combine to delude advisers into thinking there is safety in large client bases. We do not accept this as a path towards prosperity for our clients.


 
 
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