Mint Financial Solutions are financial, mortgage, investment advisors seeking a better financial future for you, your business, and your family.
Do you worry about your financial future and security,
but not sure whether you're getting the right financial advice?
What makes us different in our accounting, lending, investment and planning services is that we cater and customise to best suit your individual needs.
A good financial adviser can help you identify goals, set an overall financial plan and avoid disasters. They can make sure things get done, when they need to be done. At Mint Financial Solutions it is all about you, we custom build our strategies to suit every individual and in order for us to do this successfully we need to understand their current circumstance, wants, needs, goals and Aspirations. All this will need to be considered to develop a financial strategy that transforms you from where you are today.
Our aim is to provide our clients with a "peace of mind solution" for their vision, and guide them closer to achieving their goals and aspirations.
Why Choose Us as Your Financial Advisors?
Our priority is to offer you a high level of personalized service tailored to your individual needs.
We specialize in all areas of financial advice and management to help you with all stages of your life.
As your needs change so can our service to you, we offer one-off financial advice through to full personal care.
We can also work side by side with your existing accountant, solicitor, and lawyer to maximize your return.
Our advice and technical specialists can help you with your investment, taxation, superannuation, trust, estate planning and any other queries.
However complex your financial situation, our experts will be able to provide an appropriate solution to meet your needs.
TING LIU – BROKER SUPPORT OFFICER
I am a qualified mortgage broker and been working in finance industry for nearly 6 years. I always provide the best suitable solutions for client by going through more than 30 lenders across Australia as I know every client has different circumstance and goals want to achieve.
For client who purchase their first home, I am not only helping client with their loan approval, also assist client to obtain First Home Owner Grant. With property investor I will assist mortgage broker to provide personalized structure and strategies to maximize client loan serviceability, tax savings and achieve long term investment goals.
I have a very good organization skill and pay attention to details make sure all application we submit to bank are accurate, which will make sure client don’t have any bad credit enquires on their credit profile.
I always believe keep the client happy and satisfied is the key in mortgage brokering industry, not how much commission we can make. My main goal is keeping client happy with what I done and knows I am always there to solve their queries and problems.
HISHAN NAUFAL PRACTICE PRINCIPAL /FINANCIAL PLANNER
As the founder of Mint Financial Solutions, my main vision lies in assisting individuals to attain financial freedom at all phases of their lives. My passion is to deliver quality financial solutions to clients while helping them to strategically manage their money and providing them with certainty for the future. My advice has benefitted clients from all walks of life ranging from university students to retired citizens, helping them to successfully attain their financial goals. I have consistently leveraged valuable insights in the financial market to empower clients to understand today the value of their financial future tomorrow.
With a solid background as a financial planner and Mortgage specialist, I have demonstrated an acumen for managing holistic business operations. I am thus able to understand and target common financial issues faced by clients. My qualifications include a Bachelor's degree in Commerce Majoring in Accounting, Finance & Financial Planning, a Certificate IV in Mortgage Broking and SMSF accreditation. I am also an Associate Financial Planner with the AMP Financial Planning Association of Australia (AMPFPA).
CRYSTAL NGUYEN – ADVISER ASSISTANT
My ultimate goal is to help people make informed financial decisions, from assisting with the day to day money management, to planning for the future and making sound financial decisions for our younger decision makers. By working alongside with our senior financial planners, I am able to develop knowledge and skills necessary to work towards my goal I becoming a successful female financial adviser.
As part of a highly-qualified team, I assist in the research and application process to ensure we deliver what is promised in a timely manner
As a young adult who just started to build my wealth, I understand how difficult it can get to start thinking about the future but with the help from our experienced team, you have nothing to worry about.
I bring in my valuable knowledge about financial matters that I gained from my Bachelor of Commerce majoring in Accounting and Finance into the team to help ensure that what we do is for the best interest of our clients.
PATRICK CURLIS – FINANCIAL PANNER (ADVDIP FP, AMC.)
Having been in the finance industry for more than a decade I have had the opportunity to gain a great insight into the lives of many people, families and businesses.
I enjoy working collaboratively with my clients so the advice I provide align to their goals. I truly enjoy sharing the journey with my clients and see the marked change between our first fact finding meeting, the implementation of the agreed upon advice and our following reviews. I assist clients in recommending financial planning related goals and mortgage broking and have numerous connections that allow clients to have all their needs met using a professional, coordinated approach. I have a collection of testimonials from satisfied clients who see how I truly care about improving their financial situation.
As I note on every email I send: “I will exceed your expectations, provide an experience you'll brag about to everyone you know. You'll become an advocate for my services that focus on your now and your future. The greatest compliment you can pay me is to refer your family, friends and colleagues.” I stand by these words and have the results that confirm my resolve to assisting you.
MARLON DE KAUWE - PRACTICE MANAGER / FINANCIAL PLANNER
I love meeting people and taking the time in listening to them to see how I can assist as their financial planner. From prioritizing their goals, setting benchmarks and milestones like your own personal trainer, I work with my clients to achieve their goals and ensure that they achieve the financial freedom they were expecting.
My approach provides clients with peace of mind and the assurance that every opportunity has been considered in meeting their wealth accumulation, wealth protection, wealth transfer and cash flow objectives.
My approach to financial planning is to start by breaking down their cash flow (or as I call it the "engine room" that runs the family life style) to analyze and show where their money is being spent and what needs to be done to get back in control.
I have completed my Advanced Diploma in financial planning and have been in the banking & Finance industry for over 9 years.
SHADIR HASSEN – ADVISER ASSISTANT
Hard work and perseverance are two words that I live by and have come to embody in all aspects of my career. As an advisor assistant I strive to deliver the highest service for all our respected clientele.
As part of the highly qualified financial planning team my primary responsibilities are assisting financial advisors with administrative and all other aspects of client accounts, whether it be interacting with clients, responding to emails to setting up insurances.
With the knowledge and skills, I have gained working closely with the financial advisors and as a graduate in bachelor of commerce majoring in accounting and marketing my ultimate goal is to be a financial advisor and assist people make smart decisions in their spending habits and help them plan for a secure financial future.
SID PATIL – SENIOR FINANCIAL PLANNER
I find setting realistic goals and mini- targets helps my clients progress on their financial journey. They understand the progress that they are making and moving towards their eventual goal of financial freedom. I have dealt with clients of different backgrounds facing various financial challenges. It has given me immense pleasure to work on my clients' financial challenges and converting these challenges into opportunities for success.
After completing my Masters of Business in Professional Accounting and working 3 years in banking and finance, I have worked for over 4 years as a Financial Adviser where client satisfaction remains my prime motivation. It is a great experience for me to guide my clients - one step at a time - towards their eventual dream of financial freedom!
NADEEM AKRAM – SENIOR ACCOUNTANT
I help my clients explore and discover their passion and turn it into a successful business. My aim is to minimize your tax liability and maximizing your net worth at the same time, by providing you with professional consulting, accounting and tax preparation services.
I am degree qualified, a registered tax agent and also a Member of the CPA Australia. I bring in my 6 years of experience in taxation and Accounting for all types of small to medium sized businesses as well as individuals.
I am hands on with assisting clients in any task, big or small, the most joyful part in my professional career is a big smile and a firm handshake, from my clients when they receive the best outcome from my advice.
PAUL LIU – SENIOR ACCOUNTANT (FIPA / MPA CMA)
With a Masters in Financial Management, Business Management and a Management Accounting Certification, I see my role as being to take the hard work and worry out of tax time for all my clients regardless of how small or big the job. For many years I was the CFO for a major German Manufacturing company and since then have offered my dedicated and professional advice to all types of businesses. I enjoy working across a wide range of industries and professions, working with them to achieve the best possible and fully compliant results. When you entrust me with your tax and accounting needs, you will always receive the time-efficient expertise and advice you deserve.
I firmly believe all of my clients are entitled to the highest level of service, regardless of your trade, industry or profession. I promise to work closely with you at all times to ensure you benefit from every possible deduction and rebate you are legally entitled to. Another critical component of my service is with Financial Analysis & Planning and I also provide assistance on your behalf with all ATO related matters and if you are being audited ready to respond to any government enquiries or requests.
FADEL ZIARD – ADVISER ASSISTANT
Putting Others First, these are words that I have instilled in my mantra and approach to life. As a young immigrant from humble beginnings I understand full well the importance of finances as well as the struggle of not having much.
Knowing that I played a part in assisting others get one step closer to achieving financial freedom, that for me is the greatest happiness. With my role as an adviser assistant I ensure that all tasks, ranging from answering phone calls to assisting our accredited financial advisers with client strategies are completed with passion, energy and enthusiasm as well as ensuring that the best interests of clients are always put on the highest pedestal.
As a prospective bachelor degree graduate majoring in economics and finance, I bring in an array of knowledge and insights in both the financial and economic markets, all of which are used to help educate and service all our respected clients.
Krishna Singh – Client relationship adviser
I am very passionate and motivated in delivering excellent service to my clients at every interaction. Under my guidance it is very important that my clients have a great experience while moving into various stages of their lives.
In the last 15 years as a Financial Planner, I have acquired a wealth of knowledge and experience working with 2 major banks and 3 boutique firms. I find it very rewarding by developing strong rapport with clients to understand their financial needs, goals and objectives. With my knowledge through ongoing studies and experience; I find it very challenging and am committed to developing roadmaps and strategies for clients as I appreciate that circumstances and goals differ with individuals. I take pride in having personal impeccable ethics and ensure that client services are delivered to all compliance standards within the business I work for and as per the legislative requirements.
To enhance my services to clients, I have always strived to update myself with ongoing education and personal development. I have just completed my Masters of Financial Planning with Kaplan Higher Education.
Deepak has been a financial adviser for more than 8 years, and is well known by his existing clients as a very client-focussed and practical financial adviser.
Deepak helps his clients to not only build their wealth for a better tomorrow, but also protect it. He works closely with each and every client to fully understand their goals and motivations, and provides individually tailored financial advice solutions that they can feel comfortable with.
Since beginning his career, Deepak has worked in a variety of roles in the financial services industry and the business world. He holds an Advanced Diploma of Financial Planning with a Post Graduate Degree in Business Management. He has expertise in maximising Centrelink benefits, tax planning, investment portfolios, risk protection and understands the often-sensitive nature of these areas.
On the weekends, you'll usually find Deepak supporting his children's extra-curriculum activities, getting together with family or friends and down at the Hindu Temple.
"They have assisted me with my complex financial structures and i have been more than happy with the results. I have recommended a number of my friends and family to Mint Financial Solutions and they also are very happy with the service. I will definitely continue to promote Mint Financial Solutions. "
"I am absolutely delighted with your service. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. I gladly recommend your services whenever possible."
Dr Sandra Cook
"I have been dealing with Mint Financial Solutions for 1.5 years. They are reliable, diligent and very professional. My financial planner presents all financial information using simple language so I understand what is going on. I am very happy with his services, and highly recommend their services to anyone."
"We are a young family with 2 kids and are struggling with our mortgage repayments, We spoke to Mint Financial Solutions and they helped us with our budget and reduce our mortgage repayments through refinancing. It was a long process but thanks to all the support and the constant follow ups to keep us on track!"
Anita and Nigel
“My husband and I are absolutely delighted with the service and quality of advice we received from Mint Financial Solutions. I would without a doubt recommend to anyone who is looking for an experience adviser.”
“I am now happily retired because of the help I received from the advisers at Mint Financial Solutions. They guided me throughout the process and even help me with applying for Centrelink!"
“For quite some time I was having financial struggles but as soon as I met an advisor at Mint, it had changed my life. It was having that someone to talk to and guide you when you are not good with your money”
“I had complications during my pregnancy and was unable to work, being a single mother with a 7 year old son I was in trouble. Luckily my adviser from Mint had set me up with Income protection few years back, they processed the claim for me within a few weeks and soon I was out of any financial pressures and could afford to focus on my pregnancy”
What Our Client's Say
The Finance Brokers Association of Australia (FBAA) is a national association representing finance and mortgage loan writers throughout Australia.
AMP Financial Planner
AMP Accredited Financial Planners have been helping Australians by delivering the right balance of security and performance for over 160 years.
Tax Practitioners Board
The Tax Practitioners Board provides an overview of our continuing professional education requirements for tax agents, BAS agents and tax (financial) advisers
Australian Finance Group
AFG is now one of the largest providers of mortgage broking services in the country, offering more than 1,400 financial products from Australia’s leading lenders.
© 2018 MINT FINANCIAL SOLUTIONS PTY LTD is a Corporate Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.