Joint Account

Joint Investment Portfolios

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.

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Grow Your Wealth Today

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.

Let’s Get Started

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

Portfolio Returns

Conservative

Balanced

Growth

Conservative

Balanced

Growth

Conservative

Balanced

Growth

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.

How to 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

Let’s Get Started

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