Retirement Planning Services in Oakleigh

Looking for retirement planning 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.

  • Pre-retirement Planning

  • Post-retirement Planning

  • Strategic and Actionable Approach

  • Aged Care

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Dreaming of retirement? Start planning today.

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.

LET'S SET SOME GOALS TOGETHER?

Retirement Roadmap

Your financial condition is assessed first, followed by a discussion of your life goals and all the things you wish to achieve for yourself and your family. We prepare precise estimates of where you're headed if you stay on the same route and whether you'll reach your financial goals. Our Retirement Roadmap service is customised to your needs and goals.

There’s a lot to think about when planning your retirement.

Many people's biggest worries are about whether or not they'll be able to keep living the way they do now and whether or not they'll have enough money. But before you can answer such questions, you need to know what your retirement might be like.

The sooner you start making plans, the more likely it is that you will be able to live the way you want to when you retire. We can help you find and reach your retirement goals by giving you the right knowledge, expertise, and direction.

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Three Step to a Retirement Plan You Can Count On

Creating and executing a tailored strategy is key to a successful retirement. We take the time to consider life stage, individual needs, interests, and lifestyle when designing retirement plans.

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Planning For Retirement

It is never too late to begin increasing your assets and building money in order to best prepare yourself for the future, and starting earlier is preferable, but it is never too late to get started.

Transitioning Into Retirement

Will you make the change gradually over time, or do you have a specific date in mind when you will do it all at once? We are able to assist you in putting together a strategy that is tailored specifically to meet your requirements.

Living Comfortably In Retirement

This goes beyond the realm of financial enjoyment. It is also important to consider the kind of lifestyle you want and to be clear on how you envision your days being spent.

Retirement Planning Advice Melbourne

While it is never too early to begin retirement planning, it is possible to leave it too late. Working with customers who wish to secure their financial stability in retirement is one of our specialities at Mint Financial Solutions. For good reason, retirement planning guidance is one of our most popular offerings. We take the time to grasp your definition of success and the lifestyle you want to live once you retire. Our experienced financial advisers will then work with you to create a comfortable retirement fund, putting you on the right track with wealth development techniques to assist you realise your retirement objectives, large and little.

 

Retirement Planning

We assist you accomplish what you desire from retirement. Our retirement planners can help you clarify your goals and build an action plan. We can assist you manage your superannuation and retirement plan.

Strategic Planning

Our Strategic Retirement Planning includes getting a clear picture of where you are now, figuring out where you want to be, and setting clear goals to get you there. Lastly, you need to put plans, actions, and investments in place to make sure you reach your goals. Our team has a lot of experience with investing, and they will help you set up a retirement plan that uses a variety of investment strategies.

An Actionable Plan

Action combined with this guide's knowledge is the key to turning your dreams into reality. Combining the calculators in this guide with skilled, professional guidance will provide you a thorough guide to your retirement milestones. Don't worry about retiring any longer. Your dream future is only a click away with a detailed plan and financial roadmap.

Only Strategic Advice you'll need Mint Financial Solutions is your one-stop shop

We offer strategic guidance that outlines the particular financial measures you must take to reach your retirement goals.

Enjoy a comfortable, stress-free retirement with our help! Get the most out of your lifetime of hard work.

Everyone has an own vision of what their perfect retirement might look like. It's possible that you're considering a career as a grey nomad, that you're interested in purchasing a fishing boat and seaside property, or that you want to get started investing. We are able to assist you in the planning of your retirement so that you can achieve the lifestyle objectives you have set for yourself and enjoy the finer things in life.

Whether you are already retired, getting close to the point where you can make the switch to retirement, or are just beginning to think more about retirement, Mint Financial Solutions is here to assist you in planning the retirement of your dreams. When it comes to planning for retirement, some of the techniques that should be considered include superannuation, investments, accountancy, personal insurance, as well as budgeting and cash flow.

 

Brands we partner & work with

See what our clients say about our financial services

Mint Financial Solutions
Mint Financial Solutions
4.8
Based on 35 reviews
See all reviewsWrite a review
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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Mint Financial Solutions FAQ

How do I make a financial retirement plan?
How to create your personal retirement plan
  1. Step 1: Start with your goals. Your retirement plan should be based on your specific needs and goals. ...
  2. Step 2: See where you stand. ...
  3. Step 3: Decide how you'll save and invest. ...
  4. Step 4: Check and update your plan, regularly.
What is the 5 percent rule for retirement?
What is the difference between financial planning and retirement planning?
They both start with the same basic training, but one has gone on to become a specialist. Financial planners are trained to help you accumulate and invest your money. Retirement planners have additional training to help you figure out how to use this money to generate reliable paychecks in retirement.
When should you start planning for retirement?
The answer is simple: as soon as you can. Ideally, you'd start saving in your 20s, when you first leave school and begin earning paychecks. That's because the sooner you begin saving, the more time your money has to grow.

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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