Mintwell Capital
Financial Services

Your Independent Wealth Management and Financial Advisors

Full-service, holistic approach to financial betterment.

Mintwell was founded on the idea that one size doesn’t fit all when it comes to money, and that everyone should have access to expert advice tailored to their own needs and preferences. At Mintwell, there’s a financial service to suit everyone.

Mintwell are proudly independent and licensed Australian advisers.

Who We Are

At Mintwell, we have been busy building successful portfolios across Australia, and in time we’ve helped thousands of people reach their financial goals. With our proven track record and honest investment strategies, it’s easy to see why so many of our clients say we are their recommended financial advisers in Sydney.

Our Process
Our Team - Your Goals

Client Brief

Speak to us about where you would like to position yourself, your financial goals and aspirations. Get firsthand information about investment opportunities. Meet with one of our investment advisors in person and take control of your financial future.

Consultation and Fact Finding

Our advisor will sit down with you and discuss your portfolio goals. We’ll conduct a full fact-finding process to gather information about your finances, assets, liabilities, goals and objectives. From here your profile starts to take shape and we can provide tailored solutions.

Dedicate Specialised Adviser

Your dedicated specialised advisor will work with you to design a portfolio that not only meets your specific investment and financial requirements but also takes into account your tolerance levels and risk appetite. We help you create a portfolio that delivers on your objectives and is in line with your goals over a long-term basis.

Implementation

Once you have read and understood our proposal and recommendations, we proceed to the implementation stage.

Our service does not end after implementation. We provide ongoing support through your wealth management journey. Through regular reviews and consultations, we can ensure that you are on track towards achieving your financial goals.

Manage Your Money.

Financial planning is a dynamic process as your personal life is always changing and evolving. To ensure that you accomplish what is important to you in life, we will continuously work with you to manage your changing needs and circumstances.

Grow Your Wealth.

At Mintwell, we’ll help you build wealth and accumulate assets whilst strategically being tax-effective for retirement.

Live a Better Retirement Lifestyle.

Now is the best time to start creating wealth. By making smart money decisions now, you will enjoy the benefits of compounding returns later.

What We Offer

Advice & Planning

Mintwell offers financial advice and planning services to individuals looking to achieve their financial outcomes. Our financial experts will help you build wealth and accumulate assets whilst strategically being tax-effective for retirement.

Investments

Mintwell’s investment strategies delve into alternative assets such as real estate, private equity, commodities, and structured products. No matter what your financial goals are, our financial experts are committed to helping you create a portfolio that will help you achieve your financial goals.

Business Advisory

Mintwell provides a full-service solution to a diverse range of clients from entrepreneurs, SMEs, large corporations to high-net-worth individuals. No matter what business cycle stage you are at, our advisers have the experience and expertise to help you succeed in your business venture.

Brokerage

Navigating the seemingly endless array of loan products can be daunting. Mintwell’s lending experts will help you navigate this minefield with confidence. With access to over 40 lenders, we’ll help you find the best loan solutions to achieve your financial goals.

Property

We’re driven by your success. Our personalised, quality service has helped many Australians build a high-performing property portfolio. We go above and beyond to source the most lucrative investment opportunities in the marketplace that act as a steppingstone towards your long-term objectives and goals.