Achieve Your Financial Goals on Your Terms

Individual Account

Investment Strategies Right for You

Secure your financial future and achieve your goals through sound investment strategies set into Australian companies (ASX) and global markets with proven returns and exceptional growth.

We’re all unique with differences in age, circumstances, aspirations, goals, appetite for risk, and investment horizon – something that should be reflected in your investment strategy.

We strategize in high-yield assets, whether that means creating a portfolio with principal growth or a strategy of drawdowns, to effectively create an income stream for you

Our Promise

Let’s Get Started

We’re committed to helping you create a portfolio that creates value over time.

Mintwell financial advisors’ goal is to always achieve the highest return through investment approaches in a broad index of markets through a fundamental approach whilst strategically diversifying to continually protect our client’s interests.

What We Offer

Independent and licensed Australian financial advisers

Proven strategies and high return on investment

Personalised and expert guidance

What We Offer

Independent and licensed Australian financial advisers

Proven strategies and high return on investment

Personalised and expert guidance

Balanced Portfolio

1 Year

13.45%

3 Year

11.05%

5 Year

9.8%

*As of the period from July 1, 2024, to February 11, 2025 (FY25), our current position stands at 12.85%.

Disclaimer: The information provided is of a general nature and does not take into account your specific objectives, financial situation, or needs. You should consider whether the information is appropriate for your circumstances before making any decisions. Past performance is not indicative of future results.

Maximising Your Portfolio Through AUSIEX

Mintwell utilises AUSIEX to manage our client's accounts. AUSIEX is one of Australia’s leading and most trusted wholesale broker servicing intermediaries and financial institutions. AUSIEX can give you valuable investment advice that when paired with our expert advice puts you in an advantageous position. Mintwell helps you create an effective portfolio management strategy and monitor your funds through every stage of its development.

Leveraging Interactive Brokers for Smarter Investing with Mintwell

Mintwell utilises Interactive Brokers to manage our client’s accounts. Interactive Brokers is a global leader in providing brokerage services to institutions, financial advisors, and individual investors. With their cutting-edge technology and comprehensive market access, Interactive Brokers offers valuable tools and resources that, when combined with our expert guidance, help put you in a strong position to achieve your financial goals. Mintwell supports you in developing a tailored portfolio strategy and monitors the growth of your investments at every stage of its journey.

How to Get Started

Let’s Get Started

We’ll construct your personalised and tailored portfolio in accordance with your objectives while taking advantage of the current market opportunities in a risk-conscious manner.

1. Tell us your investment goals and aspirations
2. We’ll personalised your investment strategies
3. We’ll create your personalised portfolio
4. Your investment begins

Digital First Firm

Providing Clients Secure Access to Their Finances Anytime, Anywhere