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,...
Welcome to Mintwell
– Learn, discuss, implement
Discover, take control, and take action to achieve your ideal financial outcomes. Our team will be behind you the whole way.
These guys are just a 10/10 business. They work hard for their customers and are driven to be the best in the business. Keep up the great work team!
Alex has been a wonderful help to my investment journey. His advice and mentoring has been exceptional. He has given a clear rationale behind every entry and exit of a trade which has really helped my portfolio. He is responsive and quick to reply, great value for the service. My returns have been much, much better than trying to do it myself! Thanks Alex.
Nader and his team, in particular Madeleine and Deena, have proven to be an invaluable asset for our family and business. Their straightforward approach in understanding our needs and setting financial goals is what we were looking for, with results following soon after. Their service and expertise is second to none. We are very grateful for the invaluable financial guidance we have received. We are looking forward to continuing our relationship with them.
I have been working with Daniel Wong & Rene Ferris for nearly two years and this has been great experience. The team is professional and always available for good discussion. Recommended.
Highly recommended company and loved how easy and stress-free the experience at Mintwell Capital was. A special mention to Igor and Yousef for their professionalism and attentiveness.
Alex came recommended to me from my accountant.. He hasn't let me down. He not only manages my investments, but I've also recommended him to my mother who is very nervous about things like shares. Alex has taken the time to really nurse her through this.. nothing seems like it's too much of a hassle for him. The management of the funds has been professional, clear and fantastic- from the beginning. I cannot recommend Mintwell Capital enough.
The team at Mintwell have been wonderful. We needed a construction loan, and they consistently assisted us throughout the construction process, and continue to be helpful post-construction. I would (and have!) recommend them to anyone that asks me about mortgage brokers.
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Our team. Your goals
– 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.
Managed-fund solutions
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 Balanced Fund ~12.35%
Suncorp Multi-Growth ~9.6%
Australian Ethical Balanced ~8%
Vision Super Balanced ~6.2%
VicSuper FutureSaver Growth ~6%
UniSuper Accum. Balanced ~5.9%
Aware Super Growth ~5.5%
AusSuper Balanced ~5.5%
Prime Super ~5.2%
BUSSQ Premium Choice ~5.1%
Equip MyFuture ~5%
* 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.
– How would you like to begin?
Full-journey solutions
– Think: Tailorability
From single services to the full-suite, holistic approach – we’re here to get you on track.
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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.
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