Joint Investment Portfolios

Joint Account

Achieve Your Joint Financial Goals

We understand that you might have joint financial goals, whether it’s saving for your children’s education, security in retirement, or investing in shares or property. We can help by providing personalised joint investment strategies, asset allocation and investment advice through a comprehensive, tailored financial plan.

Our financial advisers have a deep understanding of the financial markets and the investment environment.

Grow Your Wealth Today

Let’s Get Started

No matter your goals or ambitions, choosing a financial planner that you can trust is critical. Grow your wealth with your partner, family, or business partner through our joint investing portfolios. Our team of experienced wealth management advisers can help formulate a strategy and investment option for your joint portfolio based on your joint investment objectives.

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