Financial Planning Services Oakleigh

Mint Financial Solutions has long been considered as the go-to local financial advisers in Oakleigh East. We are one of the most experienced and customer-oriented Melbourne financial planners due to the wide range of services we give – we are available to supply whatever accounting support our clients require.

Financial Planning

Looking for accounting services in Oakleigh? Look no further than Mint Financial Solutions. We offer straightforward accounting, taxation, and bookkeeping services that will you make smart decisions with your money. We are experts in our field, and take the time to understand your needs, constraints, and values so you can achieve financial security.

Financial Planning

financial planning

Superior guidance for Oakleigh East businesses and families that will save you time and enhance your financial situation. The tax system was not intended to be simple. You must ensure that you are working with the system rather than against it. This is where we step in.

Personal
Insurance

personal insurance

Part of the advice we give is about how to protect your family and yourself through insurance. This protection for you, your spouse, and your kids can give you peace of mind if you become disabled, get a serious illness, or lose your income at any time in your life.

Superannuation

superannuation retirement planning

A well-thought-out retirement plan is a key way for a person or group of people to make sure they reach their financial goals. Our expert SMSF strategies come from years of experience in taxation, auditing, accounting, corporate tax, consulting, financial advising, and managing investments.

Succession
Planning

succession planning

You have your own business. Even if you don't want to think about it, you will have to leave your business one day, whether it's for health reasons, retirement, or a new opportunity. When that time comes, whether you want to sell your business to an outside partner or pass it on to the next generation, a succession plan made and used to fit your personal financial and lifestyle goals will make sure the transition goes smoothly and to your greatest benefit.

Investments

investments

Regardless of where you are in the process of developing your Financial Game Plan or Retirement Roadmap, making investments with a clear head and an eye towards the future is one of the most important things you can do to bring your life goals to fruition.

Retirement
Planning

retirement planning

Retirement's changed. Australians retire longer, healthier, and more active. How will you spend your time? When do you retire? Have you thought how you'll pay for your desired lifestyle? You may have more flexibility to make changes and enhance retirement savings while working.

Business Insurance

business insurance

It is important to plan your money in a way that helps you succeed personally and helps your business or family succeed. We show how much we care about our clients by giving them complete financial solutions that meet the highest quality standards available right now. We are experienced advisors who have been certified and registered. Our goal is to help you, your business, and your family have a financially secure future.

Centrelink & Aged Care
Services

business insurance

It's critical to understand that the government may be able to assist you with your finances in retirement. Every dollar you receive from the Age Pension or any government benefit is a dollar you don't have to come up with on your own. The possibilities are worth studying.

See what our clients say about our Financial, Accounting & Lending services

Chris Cameron
Chris Cameron
08:29 03 Apr 24
My wife and I have been dealing with Patrick at Mint Financial for many years now for my business advice, financial advice and retirement planning.He has been very professional all along and makes us feel very relaxed about our financial future.Would not recommend anyone else.Thanks Patrick.
Sharon
Sharon
04:41 02 Apr 24
From the moment I reached out to Kim Smart from Mint Financial, I was impressed by her professionalism and willingness to assist me without any expectations. Kim's commitment to my financial well-being was evident throughout our interactions.One of the most commendable aspects of Kim's services was her ability to offer me tailored advice that was based on my individual financial goals and circumstances. Kim took the time to understand my specific situation and provided recommendations that were both insightful and practical. I highly recommend making the time to meet with Kim Smart to discuss your financial goals.
jalib ahsan
jalib ahsan
09:26 30 Oct 23
Glad I considered, as for the information provided was really helpful.Basic and simple solutions, without compromising out today's leisure
Peter Williams
Peter Williams
23:33 19 Oct 23
The annual review is an absolute necessity and we were very pleased with the plan that was developed.
Avelyn Miranda
Avelyn Miranda
01:08 17 May 23
Hishan and Crystal were excellent from start to finish with my recent property purchase. Mint Financial Solutions have been my financial planners and tax accountant for the last 6 years and I highly recommend them for service and cost.
Jules Tennant
Jules Tennant
23:37 16 May 23
Everything was a breeze with Crystal and Hishan. Made the whole process so simple and easy for us
John Hiolos
John Hiolos
02:41 14 Feb 23
Marlon and the team are very professional! They provide excellent services! Highly Recommended
Shakeel Hosenbucus
Shakeel Hosenbucus
10:49 07 Feb 23
Mint Financial Solutions has provided tremendous support and demonstrated great level of professionalism and patience in assisting our Charity organisation, Australian International Aid. They have effectively managed our accounts and have gone above and beyond to facilitate our accounting tasks.We would like to recommend them to any individual or business that requires a customer focussed and high quality professional accounting firm. Thank you.Shakeel HosenbucusTreasurer,Australian International Aid
Nash Nwz
Nash Nwz
09:31 20 May 22
Hishan and team were great to deal with. They provided us with a thorough review of our options and got us the best deal for our situation making the whole process simple and easy. I highly recommend their services.
Anne Gartshore
Anne Gartshore
01:08 25 Mar 22
We have been dealing with Hishan and his team for over a year now with our superannuation and planning advice. Very happy with the path that they recommended to us and the performance in the past year, especially during such a trying time globally. Would not hesitate to recommend.
Babak Bozorgy
Babak Bozorgy
21:09 12 Oct 21
Professional service, friendly and quick to respond. Highly recommended!Thanks guys, keep up the good work!
Tom Sharp
Tom Sharp
05:06 07 Oct 21
A million thanks to Mint Financial Solutions in resolving the issues withCentrelink having cancelled the Age Pension Payment and Benefits for over 15+ weeks, actually last payment was early June. Next Payment received 4th October due to the professionalism at Mint Financial Solutions. Thanks to the Team at MFS from Rhonda & Tom Sharp : it good to know that MFS know how to do it better than any.
Mike oppedisano
Mike oppedisano
07:07 21 Aug 21
We have been clients of Mint Financial Solutions for the last twelve months; The team is very professional and friendly in their approach to us the customer, with lots of knowledge and experience. They helped us make an informed decision with our investment. At that time, we were not sure what we were going to do with our money.The plan laid out by Hishan and his team clearly set goals and rewards. These have been proven and very beneficial over the last twelve months. The growth was even more than what was predicted.We are especially happy with Hishan, Marlon and the rest of the Mint Financial Solutions team and very grateful for their help. More people should be made aware of the expertise and assistance they could provide.
Wolfgang Doehnert
Wolfgang Doehnert
03:51 18 Aug 21
In the 12 months this Company was engaged to continue as our financial advisors we have been extremely satisfied with their performance financially and in quality of service. Our unusual needs and fast response was met. The team and I say team because if someone is away there has always been another person to actively respond in a timely manner. Well done to the frontline staff and in particular, the back office staff, for their help and support during these COVID times.
Nishan Joseph
Nishan Joseph
01:16 22 Apr 21
I have been using the services of Mint Financial Solutions since its inception, and I am truly grateful and appreciative of the professionalism and care they take when recommending services to me, only providing what is reasonable and relevant to my situation and circumstances. A key stand out on the team is Crystal Nguyen who has been helping me over the last few years in order to get approved for a refinance application. Her patience, dedication and level of professionalism is beyond remarkable, I am extremely appreciative of the hard work she has put in for my case, despite many setbacks we finally got there in the end. Thank you very much Crystal.
Kaye Baynes
Kaye Baynes
07:38 10 Mar 21
Hishan and his team have always given the best service and advice always available and nothing is to much trouble .
Ramesh Navaratne
Ramesh Navaratne
22:55 27 Jan 20
I started a conversation with Marlon at Mint Financial services over 8 years back and since then he had assisted me in many insurance related and investment related transitions. The advice and the systems put in place by Marlon and the team came in handy when about two years back I had a health and financial issue in the family. Am I glad that he prepared me and gave me the correct advice at that time and if not for Marlon and the team I cannot imagine the sate of my family given commercial stability defines all other day to day problems that you need to deal with. Wish the team all the best and can recommend them highly of the professionalism and excellent service.
Sherone Algama
Sherone Algama
12:50 22 Jan 20
I have received invaluable financial advise and tailored solutions over the past two years from Marlon De Kauwe; and would like to commend on the professionalism & dedicated service i was provided with; which indeed was value for money.Thanks Marlon.Prasad Algama
Shabnam Bozorgi
Shabnam Bozorgi
21:29 09 Oct 19
I have been using their service for years now, their team have manages my tax and home loan, very professional and committed, I couldn't ask for more, always responsive, and can handle complicated cases very well.
Imran Wahid
Imran Wahid
05:57 20 Sep 19
The best place to get financial advice,I am really satisfied with services.I got all from tax return to super annaution and investment all in one office.
Saliya Gunawardena
Saliya Gunawardena
20:27 03 Apr 19
Hishan and the team at Mint Financial Solutions have been amazing to deal with. They helped me refinance and obtain a very competitive interest rate on my mortgages. I highly recommend Mint Financial Solutions, they are professional, committed and can get you the right outcome you seek!
Brent Germain
Brent Germain
05:19 02 Apr 19
Hishan and The Team at Mint Financial Solutions have been brilliant, helping me every step of the way (and keeping me in the loop) in obtaining a homeloan to build my dream home. Very happy with the high level of service and professionalism shown!
Nigel Sewera
Nigel Sewera
03:43 26 Mar 19
Hishan and his team have given me great guidance and honest advice with all Financial matters, most recently with all the help and support they provided with my mortgage.Mint Financial Solutions are always extremely professional and reliable and provide great customer service. I highly recommend them
neela unadkat
neela unadkat
08:18 25 Mar 19
I am a retired banking officer and I have found Hishan Naufal and his team to be extremely efficient prompt and thorough. Very useful and grateful to him and all his team for all the guidance and advise we have been given . They are very upfront and fair with their advise . My whole family seek his expertise and I have recommended Hishan and his company to many of my friends and colleagues who have been grateful for recommending him.Well done Mint financial Solutions keep up the good work 👏😊
Steve P
Steve P
23:42 31 Jan 19
I have had the pleasure of engaging Patrick to assist me in a number of complicated financial matters. He is punctual, efficient and above all else provides excellent service, which has helped me secure my financial future and saved me stress and from a financial standpoint. Give him a call as he is great value.
Don Australia
Don Australia
00:24 06 Jul 18
Thank you Hishan for your never ending support the past 2 yrs. Very talented team and extremely fair rates. These guys are definately the go to for any brokering or mortgage needs.
Amal S.Z.
Amal S.Z.
02:32 05 Jul 18
One of the most trust worthy and competent financial adviser I have ever come across. Can always trust Hishan and his team to give sound and honest guidance in all financial matters. Thank you!
Three13 Group
Three13 Group
02:22 05 Jul 18
Thanks Hishan for assisting us with the restructure and land settlement. Good to have a great business partner to count on when the time calls for it.
Ali Kazemi
Ali Kazemi
02:20 05 Jul 18
Hishan and his finance brokerage team have helped me get a mortgage for a property most thought would be too complex to do (using different legal structures). Competent and highly responsive team!
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