Our Financial Advising & Planning Services
Insurance
Mintwell provides a professional advisory service to help with a variety of insurance situations. Our Super Fund offers three types of life insurance for their members:
- Life cover – This pays a lump sum or income stream to your beneficiaries if you were to pass or if you have a terminal illness.
- TPD (total permanent disability) Insurance — pays you a benefit if you become seriously disabled and are unlikely to work again.
- Income protection insurance — also called salary continuance cover. This pays you a regular income for a specified period (this could be for 2 years, 5 years or up to a certain age) if you can’t work due to temporary disability or illness.
SMSF
Self-Managed Super Funds are the investment vehicle of choice for more than a million Australians seeking to fund their retirement dreams on their terms. Our team will help you structure your SMSF for your unique needs and vision.
Taxation
Obtain strategies and tax structures that can reduce your taxes, increase your cash-flow, and help better build one’s wealth.
- Corporate
- Individual
- Trusts
- Self-Managed Super Funds
Mintwell’s Tax Advice helps clients in reducing their income tax with strategies using Insurance and Estate Planning.
Superannuation
Superannuation is a valuable retirement saving tool, and our financial advisers can show you just how tax effective it can be through a tailored review of your superannuation arrangements.
We offer effective investment advice about your superannuation requirements, from rollovers and consolidations to effective contribution strategies and fund management.
Retirement Planning
What are the retirement planning services that Mintwell offers?
- Retirement Income Goals
- Superannuation Portfolio & Investment Management
- Government Support and incentives – seniors benefits such as state seniors cards & commonwealth seniors cards – (Mintwell applies and obtains these for our clients)
Mintwell also helps its members by advising on matters by:
- Helping you understand what income you’re likely to get from super and the age pension when you retire
- How contributions, investment options, fees and retirement age affect your retirement income
- How working part-time or taking a break from work affects your super balance
Wealth Management
Mintwell provides financial advice for:
- Interest rates
- Cost-benefit analysis
- Debt advice
- Cashflow management
- Property Strategies
- Investment diversification
Mintwell provides a professional advisory service to help with a variety of insurance situations. Our Super Fund offers three types of life insurance for their members:
- Life cover – This pays a lump sum or income stream to your beneficiaries if you were to pass or if you have a terminal illness.
- TPD (total permanent disability) Insurance — pays you a benefit if you become seriously disabled and are unlikely to work again.
- Income protection insurance — also called salary continuance cover. This pays you a regular income for a specified period (this could be for 2 years, 5 years or up to a certain age) if you can’t work due to temporary disability or illness.
Superannuation is a valuable retirement saving tool, and our financial advisors can show you just how tax effective it can be through a tailored review of your superannuation arrangements.
We offer effective investment advice about your superannuation requirements, from rollovers and consolidations to effective contribution strategies and fund management.
Self-Managed Super Funds are the investment vehicle of choice for more than a million Australians seeking to fund their retirement dreams on their terms. Our team will help you structure your SMSF for your unique needs and vision.
What are the retirement planning services that Mintwell offers?
- Retirement Income Goals
- Superannuation Portfolio & Investment Management
- Government Support and incentives – seniors benefits such as state seniors cards & commonwealth seniors cards – (Mintwell applies and obtains these for our clients)
Mintwell also helps its members by advising on matters by:
- Helping you understand what income you’re likely to get from super and the age pension when you retire
- How contributions, investment options, fees and retirement age affect your retirement income
- How working part-time or taking a break from work affects your super balance
Obtain strategies and tax structures that can reduce your taxes, increase your cash-flow, and help better build one’s wealth.
- Corporate
- Individual
- Trusts
- Self-Managed Super Funds
Mintwell’s Tax Advice helps clients in reducing their income tax with strategies using Insurance and Estate Planning.
Mintwell provides financial advice for:
- Interest rates
- Cost-benefit analysis
- Debt advice
- Cashflow management
- Property Strategies
- Investment diversification
Take Control of Your Wealth
Ready to regain control of your wealth? Let’s get started
1. Schedule an appointment
We’ll schedule an appointment for a preliminary assessment to understand your goals and aspirations.
3. Goal Setting
One of our financial advisers will formulate a personalised and tailored strategy for your specific situation.
5. Statement of Advice
We will articulate and email you an official Statement of Advice.
2. Comprehensive assessment
We’ll then conduct a fact-finding session to understand your financial situation, assets, and liabilities.
4. Letter of Engagement
We will send you a letter of engagement. The letter will include services to be provided and a strategy outline to achieve your objectives.
6. Implementation
We commence implementation!
We’ll schedule an appointment for a preliminary assessment to understand your goals and aspirations.
We’ll then conduct a fact-finding session to understand your financial situation, assets, and liabilities.
One of our financial advisers will formulate a personalised and tailored strategy for your specific situation.
We will send you a letter of engagement. The letter will include services to be provided and a strategy outline to achieve your objectives.
We will articulate and email you an official Statement of Advice.
We commence implementation!
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