We'll Secure Your Future Without Sacrificing Your Present By Helping You Plan & Achieve Your Financial Goals
Strategic Advisers that understand what is important to you, and guide you to achieve your personal and financial goals. Paying off debt, buying a house, investing, starting a family? or a dream retirement? We can help get you there. Book your free appointment!
Financial Advisory
We are an independent licensed financial advisors and Investments specialist located in Oakleigh East, Melbourne. Assisting clients to help them take control of their futures.
Accounting
Qualified Accountants with years of industry experience solving problems for a diverse range of clients both big and small. We provide clear advice and practical solutions for all taxation matters. Whatever your destination, we’ll help you get there.
Finance & Lending
Our team is ready to assist you in every aspect of your personal and business finance needs We're big on service and our existing happy clients are our best advertisement. We recognize that no two borrowers are the same and sometimes you need more than just a loan. we not only have the capability and experience; we also have the heart & soul to assist you in achieving your goals.
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Years Experience0+
Happy Melbourne Clients0
Local Financial Specialists0+
Tax ReturnsBrands we partner & work with
Adelaide Bank
ANZ
Australian First Mortgage
BankWest
Citi Bank
Commonwealth Bank
Firstmac
Heritage Bank
Homeloans
IMB better value banking
Ing Direct
La Trobe financial
Liberty Financial
Macquarie Bank
meBank
MKM Capital
MyState
nab
Pepper Money
RedZed Lending Solutions
StGeorge
Suncorp
Westpac
Wide Bay Australia
AIA
AMP Limited
AustralianSuper
Aware Super
BT
Challenger
ClearView
Colonial First State
Comminsure
Maquarie
MLC
Netwealth
OnePath
Rest
TAL
VicSuper
Taxation Planning
Taxes touch every aspect of your finances – from your income and investments to your super, your home loan, your financial plan, and the assets you transfer to future generations. In fact, taxes can be your single biggest obstacle to acquiring financial security.
Business Consulting
Mint Financial Solutions Oakleigh's trusted business consultants, with extended experience in helping small - medium businesses in Australia achieve their goals and take advantage of all their financial potential by making the right decisions at the right time.
Bookkeeping
Ensure your finances are managed from start to finish. We have professional associations with MYOB, Xero and Reckon (QuickBooks) and our staff have extensive industry knowledge to help you organise your business.
SMSF
Receiving timely and resourceful advice will assist you to optimize your SMSF better for your retirement. We can provide comprehensive advice as well as accounting, tax and compliance services for self-managed super funds. You deserve an experienced SMSF specialist. You can rely on us for sound and practical advice, we will look after all your obligations to ensure peace of mind.
Investments
If you have super or shares you can consider yourself an investor. Our objective is to make your money grow without taking any unnecessary risks. Whether you are an experienced investor or a beginner, there are plenty of steps you can take to grow your money and keep it safe.
Superannuation
For most of us, it is considered your second largest investment after your home.
Choosing a fund, getting the investment mix right, making contributions and more. Whether you prefer ethical investments, shares, or alternative assets, we’ll make the complexities of super seem simple, so you can maximise your nest egg and have the confidence that your future will be just fine.
Retirement Planning
Retirement isn’t what it used to be. Australians are living longer, healthier and more actively during retirement. How will you choose how to spend your time? What will your first day of retirement look like? Have you considered how you’ll fund the lifestyle you’re dreaming of? Will you qualify for the age pension?
We will listen to your concerns and take the time to understand your needs, constraints and values, and work hard to inform you of your options, explain your choices and hold your hand through the decision-making process.
Personal & Business Insurance
Have you protected your loved ones?
We assess your goals and objectives for your family or business. We determine the risks relevant to your situation and advise on the right insurance cover to protect your family or business.
Typically, the greatest asset to a business is the intellectual capital and personal effort by key people, have you protected these people?
Home Loan Advice
We understand that purchasing a property or refinancing your mortgage is not a decision you take lightly. It is often your largest cash flow expense every month, so we take time to understand your needs both today and in the future. We will provide you with the recommendations and guidance to provide you with the confidence that you are making the right financial decisions. We will also guide you until settlement!
Commercial Property Finance
Commercial properties are a great mix of income for your property portfolio, however the right level of expertise is required to structure your finance depending on the type of asset you are looking to purchase.
Construction Loans
If you are looking to build your new home, start a development project or even renovate your property portfolio, then we are here to assist.
Vehicle Finance & Lending
We've got plenty of car finance options from an unmatched panel of lenders to help you.
See what our clients say about our Financial, Accounting & Lending services
We'll Secure Your Future Without Sacrificing Your Present By Helping You Plan & Achieve Your Financial Goals
Book A Discovery Session
Strategic financial planners that understand what is important to you, and guide getting you to where you want to be. Paying off debt, buying a house, starting a family? or a dream retirement? We can help get you there. Book your free appointment!