Accumulate Wealth for Your Beneficiaries

Trust Fund Account

Comprehensive Strategy for Your Trust Fund Account Strategy

Maximise your investment return and secure your financial future for your beneficiaries through a strategic and comprehensive investment strategy for your trust fund account.

Our Financial Advisers will undertake a strategic analysis of your current financial state and advise on strategies catered to your circumstances. Whether it is a family, testamentary, or discretionary trust, Mintwell can help you open a trust fund account to maximise your investment.

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