Investments Services in Oakleigh

Q: What are the objectives of investments?

What are the Objectives of Investment? To Keep Money Safe. Capital preservation is one of the primary objectives of investment for people. ... To Help Money Grow. ... To Earn a Steady Stream of Income. ... To Minimize the Burden of Tax. ... To Save up for Retirement. ... To Meet your Financial Goals.

Q: What are the objectives of investments?

What are the Objectives of Investment? To Keep Money Safe. Capital preservation is one of the primary objectives of investment for people. ... To Help Money Grow. ... To Earn a Steady Stream of Income. ... To Minimize the Burden of Tax. ... To Save up for Retirement. ... To Meet your Financial Goals.

Looking for Investments Services in Oakleigh?

We offer straightforward financial services that help 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.

Expert Advice
Portfolio Managment
Managed funds
Ethical investments

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Expert Investment Advice Oakleigh

We offer wealth management, investment advice, monitoring, and administration services that are all independent and work together as a whole. Our investment experts know a lot about economic indicators, earnings reports, and predictions for the future.

They also stay on top of any changes to the economy and any changes to laws or regulations that could affect your wealth.

We work with you to manage and grow your wealth, but we do so in a risk-adjusted way to make sure it stays safe. This is based on the overarching principle of capital preservation.

LET'S SET SOME GOALS TOGETHER?

Invest with confidence

You've worked hard to build your wealth, so when it's time to look at your long-term plans, think about new investments, or manage your portfolio, you want an expert by your side who can recognise and evaluate all risks, understand how complicated the market is, and give you advice that fits your financial goals.

Any investor can find it hard to make sense of the increasingly unstable markets and the constant noise made by the media. It is important to get advice from professionals in the field. Mint Financial Solutions is here to help you deal with uncertainty, market speculation, and feel confident in your investments.

A proactive approach to suit every client

Although every one of our customers is unique, the majority of them do not have enough spare time to handle their own financial matters. People place a lot of stock in the proactive approach we take to managing wealth and investments.

Business owners
Not-for-profit organisations
High-income professionals
Families
High net worth individuals
Self-managed super funds
Pre-retirees and retirees

Years Experience

Happy Melbourne Clients

Local Financial Specialists

Tax Returns

Wealth Across All Asset Classes

A good strategy for investing is one that is diverse, stable, consistent, and not too surprising. Even though this might sound boring, Mint Financial Solutions sees it as a good thing. We will help you come up with an investment plan that will get you from point A to point B, where your goal is.

We do this by using investment vehicles that match your risk tolerance, investment preferences, and level of comfort. Not only is it our job to suggest the strategy, but it's also our job to explain why it works. So, you can move forwards knowing that you are on the right track to reach your goals.

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Portfolio management

We not only perform extensive research, but we also examine each customer's individual needs in terms of income, capital growth, ethical considerations, risk tolerance, cash flow, and taxation.

Our investment specialists may help with economic research, risk profiling, asset risk and return modelling, asset allocation, portfolio construction, investment selection and monitoring, administration, and investment reporting.

Investment Advice

Because of the scale of client assets represented in Mint Financial Solutions portfolio, we are able to identify profitable investment opportunities and conduct extensive market research at advantageous market circumstances.

Our skilled advisors will conduct extensive research on each asset in your portfolio and will provide entirely unbiased advice on portfolio structure, investment strategy, asset selection, and risk assessment.

Truly independent investment advice

Mint Financial Solutions is proud to be one of the very few investment advisors that can claim to be truly independent in an industry that is dominated by investment advisors who have links to related product and service providers. The industry of financial services is dominated by investment advisors who have these links. We are not owned or controlled by any banks or product providers, and we do not accept or keep any commissions or other forms of payment from any third parties.

We are of the opinion that our customers are deserving of receiving the most objective and objectively sound guidance at all times. We are authorised to provide advice on a wide variety of asset classes, financial products, and securities because we operate under our very own Australian Financial Services Licence. These asset classes include listed securities, managed investment schemes, deposit products, debentures and bonds, derivatives, life products, retirement savings and superannuation products.

Property Investment Strategies

There are different methods to invest in real estate, and we work with our customers to design a property plan that meets their specific goals. Some clients enjoy the convenience of having their own house, while others prefer the efficiency of renting and building an investment property portfolio. Understanding the possible holding costs, hazards, and tax implications of any property plan (especially when debt is involved) enables our customers to proceed with confidence whether acquiring a house or an investment property.

Share Investment Strategies

Share investment is a bit of a dark art for many Australians, something experimented in but not necessarily with success. We like working with our customers to educate them about the benefits and drawbacks of share investing, as well as how this sort of investment fits within a diversified investment plan. Share investment does not have to be complicated, and at Mint Financial Solutions, we want to invest in a way that is very transparent, efficient, and successful.

Strategic Investment Modelling Stategically setup your family up for success

The Mint Financial Solutions team can help clients understand how their financial decisions might affect them before they make them. Knowing what is likely to happen gives our clients the power to either avoid a risky path or feel confident enough to take advantage of an opportunity. In our modelling process, we take into account the different aspects of our clients' lives and make some assumptions about things like the rising cost of living. Understanding how much money you need at different points in your life to live comfortably can be both empowering and life-changing.

Financial Advice and Experience You Can Trust

At Mint Financial Solutions, we don't believe that financial planning involves getting a calculator out and making a list of all the things in life that you won't be able to do because of your financial situation. You are important to our team of knowledgeable, experienced financial advisors, and we want to ensure that you get the most out of life both now and far into the future.

Our skilled team is prepared to help you get off to a good start, progress things even further, or simply offer the best advice for you, whether it be in the areas of budgeting and cash flow management, investments and insurance, superannuation, lending, or estate planning. We cover all of these areas and more.

We want to learn about and comprehend both your objectives and difficulties in order to devise a workable strategy for overcoming any impediments en route to realising your maximum financial potential. We guarantee that we will do everything without sacrificing any of life's luxuries in the process! Because the pursuit of financial success should not require the making of compromises.

Brands we partner & work with

Quickbooks

AMP

MYOB

AFG

Xero

Tax Agent with Number

CPA

FBA

IPA

Morning Star

Lon Sec

See what our clients say about our financial services

Mint Financial Solutions

4.9

Based on 39 reviews

See all reviews Write a review

RK C

23:31 25 Nov 24

My wife and I had a great experience doing our tax this year with Mint. Tanisha had everything prepared and throughly checked before we met. It was the best service I've got and my tax is quite complicated. Thanks for the great service!

Leonie Keynes

05:17 29 Aug 24

Always prompt communication and great service

Jo Bacher

01:39 27 May 24

I cannot thank Hishan, Trac and the rest of the team enough for the time they took assisting me to plan my financial future. They have gone above and beyond to find the best super plan and TPD for me. They come highly recommended.

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

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

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

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

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

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

02:41 14 Feb 23

Marlon and the team are very professional! They provide excellent services! Highly Recommended

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

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

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

21:09 12 Oct 21

Professional service, friendly and quick to respond. Highly recommended!Thanks guys, keep up the good work!

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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 importance of investment planning?

Investment planning provides direction and meaning to one's financial decisions. It allows one to understand how each financial decision affects other areas of finances. By viewing each financial decision as a part of a whole, one can consider its short-term and long-term effects on life goals.

What are the objectives of investments?

What are the Objectives of Investment?

To Keep Money Safe. Capital preservation is one of the primary objectives of investment for people. ...
To Help Money Grow. ...
To Earn a Steady Stream of Income. ...
To Minimize the Burden of Tax. ...
To Save up for Retirement. ...
To Meet your Financial Goals.

How do investments work?

How Does Investing Work? In the most straightforward sense, investing works when you buy an asset at a low price and sell it at a higher price. This kind of return on your investment called a capital gain. Earning returns by selling assets for a profit—or realizing your capital gains—is one way to make money investing

What is your investment strategy?

An investment strategy is a plan designed to help individual investors achieve their financial and investment goals. Your investment strategy depends on your personal circumstances, including your age, capital, risk tolerance, and goals.

How does investing grow your money?

Another way your money grows is through compound growth when you earn money on an investment's income. Below is an example of how this works with a mutual fund investment. Two factors create the magic of compounding: Re-investment of interest, dividends and capital gains income; and the amount of time you are invested.

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!

Investments Services in Oakleigh

Expert Advice

Portfolio Managment

Managed funds

Ethical investments