Financial Planning Oakleigh

Looking for a financial planner 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.

  • Business

  • Individuals

  • Families

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Financial Planning in 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.

Wealth Creation

Mint Financial is a specialist at delivering step-by-step strategic guidance that has enabled many clients to pay off their mortgages early and accumulate far more money than they would have if they had continued on their present path.

Retirement Planning

We prepare extensive forecasts of your future by analysing your current financial state and discussing your family's life aspirations. In order to ensure a successful retirement, we will provide you with strategic advice and exact financial activities to bring you there.

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.

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Happy Melbourne Clients

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Tax Returns

Financial Planning for Business Stategic Plannning, Forecasting and Tax Management

Our team has planning experience. Our strategic planning approach analyses firm features and generates growth-optimizing strategies in a continually changing economic and political environment. Business owners and operators must detect good and negative trends and critical indicators. We'll help you identify these KPIs to maximise cash flow, meet debts on time, and encourage timely repayments.

Business Planning

Have you considered selling your firm or developing another exit strategy? With the help of Mint Financial's tools and expert advice, you will be able to successfully proceed to the next stage of the life goals that you have set for yourself.

Budgeting

At Mint Financial, our team of trained professionals can do a financial health check to find out exactly where you can cut back on spending to make your money work better. When then have tools and strategies that make it easy and exciting to hit your financial goals.

Debt Management

Mint Financial's innovative solutions can help relieve the stress that unneeded or too many financial responsibilities can put on your plans for the future and help you work towards your goals at the same time.

Financial Planning That Helps Businesses, Families & Individuals Succeed

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.

Insurance Advice

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.

Aged Care Advantage

Mint Financial can help with the complicated choices and costs of elder care. We have a lot of experience in this important area of advice, so we can look at the options and give advice in simple language. We always give advice that helps the person who needs help with aged care.

Superannuation & SMSF

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.

Estate Planning

As part of Estate Planning, it's important to make sure that if you or a loved one dies, the assets of the estate are given to the right people. Usually, this is done at the same time as a financial health check.

Individuals and Family Financial Planning Stategically setup your family up for success

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.

Financial Advice and Experience You Can Trust

Financial planning isn't about establishing a list of things you can't do. At Mint Financial, our team of skilled, experienced financial advisors wants you to succeed today and in the future. Our professional staff is ready to help you get started, go farther, or provide you the finest guidance, whether it's budgeting and cash flow management, investments and insurance, superannuation, loans, or estate preparation. We do all of this and more. We want to know your objectives and challenges so we can assist you make more money. We pledge to do everything without sacrificing the good things in life. Because financial success shouldn't need sacrifice.

Brands we partner & work with

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

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.
Avelyn Miranda
Avelyn Miranda
05:18 17 Aug 18
Hishan and his team were excellent from start to finish with my recent property purchase. Mint Financial Solutions have been my financial planners for the last 4 years and I highly recommend them for service and cost.
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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Mint Financial Solutions FAQ

What is the meaning of financial planning?
What is financial planning? Financial planning is a step-by-step approach to meet one's life goals. A financial plan acts as a guide as you go through life's journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.
What are the 4 steps in financial planning?
You can begin to put together a realistic look of your personal financial situation by following a simple 4-step Financial Planning process.
  1. Take Inventory. ...
  2. Clearly Identify Your Financial Goals. ...
  3. Create and Execute a Plan of Action. ...
  4. Monitor and Adjust.
Why a financial plan is important?
Financial planning is an ongoing process that will reduce your stress about money, support your current needs and help you build a nest egg for your long-term goals, like retirement. Financial planning is important because it allows you to make the most of your assets, and helps ensure you meet your future goals.
What is the most important part of financial plan?
The most important initial element in financial planning is Budgeting. Setting a budget is relatively easy; it is more difficult to stick to it! However, having the discipline to take the time and care to record and reconcile your expenditure in some way is what counts.
What is the value of a financial plan?
A financial plan can help you create an investment portfolio. Your financial plan can give you the full lay of the land: You'll know what your goals are, how much time you have to reach them, and how comfortable you are with risk. Once you have a comprehensive view, you can figure out how to reach each individual goal.

We'll Secure Your Future Without Sacrificing Your Present By Helping You Plan & Achieve Your Financial Goals

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!

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