While it’s true that they have great potential, they’re not always suitable… Self-managed superannuation funds (SMSFs) have become increasingly popular as a growing number of Australians take ownership of their retirement wealth. Today,...
– Learn, discuss, implement
Discover, take control, and take action to achieve your ideal financial outcomes. Our team will be behind you the whole way.
– A proven approach, personally tailored
Mintwell Capital is a privately owned, full-service wealth management firm, headquartered at City Freeholds House, in the heart of the Sydney CBD.
The Mintwell team’s aim is simple: Employ time-tested, proven strategies and investment methodologies – in a manner tailored to you, as an individual, to suit your aims on an initial and ongoing basis.
Our clients come from all walks of life, but all have one thing in common: The desire to build a secure financial future for themselves and their loved ones.
The Mintwell Balanced Fund consists of a mixture of 70% Growth stocks and 30% Defensive holdings.
It invests in a strategically diversified selection of 20 to 40 companies, ranging from the very largest names (top Australian banks and miners) to smaller companies within the ASX top 300.
Combining deep fundamental analysis with technical timing and trend-identification, the approach aims to deliver solid and reliable long-term growth for investors of various types.
– Performance snapshot :
* Mintwell’s 2020 returns vs the top-10 big funds’ (source: Super Ratings). Past performance is not an assurance of future returns. Be sure to refer to the PDS & FSG.
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Mintwell Capital Pty Ltd (ABN 13 616 609 548) is an authorised representative, AR 1254638, of AFSL Holdings Australia Pty Ltd (ABN 75 165 392 889) AFSL 460940.