Boutique financial planning practice

Who is Mint Advisory?

David Dooley is the founder of Mint Advisory. It is a boutique, full service financial planning practice. We have a solid reputation for providing effective strategic advice and a clear direction to assist individuals and organisations advance their goals in today’s complex marketplace.

The team at Mint Advisory are focused on solving our client’s important problems and delivering financial planning services that are practical and commercial. We are dedicated to our client’s overall financial success. Over the past 20 years we have developed strong and productive relationships with our clients.

Based in Melbourne, we service a wide range of local and national clients who are typically:

  • Wealth accumulators;
  • Retirees;
  • Business owners;
  • Companies and organisations seeking a default super fund; and
  • Separated couples seeking a financial solution.
David Dooley

David Dooley

Principal Financial Advisor View on LinkedIn

Who is Mint Advisory?

David Dooley is the founder of Mint Advisory. It is a boutique, full service financial planning practice. We have a solid reputation for providing effective strategic advice and a clear direction to assist individuals and organisations advance their goals in today’s complex marketplace.

The team at Mint Advisory are focused on solving our client’s important problems and delivering financial planning services that are practical and commercial. We are dedicated to our client’s overall financial success. Over the past 20 years we have developed strong and productive relationships with our clients.

Based in Melbourne, we service a wide range of local and national clients who are typically:

  • Wealth accumulators;
  • Retirees;
  • Business owners;
  • Companies and organisations seeking a default super fund; and
  • Separated couples seeking a financial solution.
Melissa Goodman

Melissa Goodman

Client Manager View on LinkedIn

The significant advantage we offer our clients include

Superior Client Service

We allocate a Relationship Manager to each client, who is responsible for overseeing all work to ensure your needs are being met and address any concerns that may arise.

We will keep you up to date with step-by-step information regarding the implementation of your personal strategies, the transferring of funds and establishment of personal protection policies.

Cost-effectiveness

We are able to provide you with access to senior experienced financial planning advice at very competitive rates. We do not operate our business with large and expensive overheads as do many of our competitors who require higher fee rates.

Our philosophy is to deliver quality financial planning advice at a rate, which provides real value.

Wealth of experience

We offer solutions based financial advice from a team of leading experts. Our success has been driven by our team of experienced consultants.

Not obligated to any investment or insurance provider

All investment and insurance product recommendations will be based on what we believe are the ‘most appropriate’ product to meet your needs. We are not obligated to any provider and recommendations are based on independent research.

Access to Financial Advisers

In order for you to achieve successful results with your financial needs, we ensure that our Financial Advisers are available and contactable at all times to address your requirements. It is our aim in clients to pursue long term, close relationships where knowledge of the client’s situation is built to ensure that the most appropriate strategic outcomes are delivered.

Solutions based approach

Our commitment to you, is to provide practical, commercial solutions that fit your strategic direction and are not merely answers to financial questions. It is our business to understand your business and its specific needs by communicating and working closely with you.

Mint Advisory Service

To help you achieve your financial goals, it’s good to keep track of where you are and where you would like to be. An adviser can help you.

Individual or Couple

How can we help you?

  • Budget and manage your money
  • Choose the appropriate investment strategy
  • Plan for your retirement: implement transition to retirement strategies, calculate pension income and Centrelink entitlements
  • Protect you and your family with personal insurance including life and total and permanent disability, trauma/crisis and income protection cover
  • Protect your business through business succession planning
  • Make the most of your superannuation: complete a review based on performance, fees and asset allocation and consolidate funds

Corporate or Organisation

How can we help you?

  • Assist with establishing a default super fund
  • Assist with member inductions and education seminars

Separated Couples

How can we help you?

  • Complete an analysis of your current financial circumstances
  • Establish financial goals in dividing financial assets
  • Recommend lawyers to execute the agreement
Mint Advisory
Mint Advisory

Get Tailored Financial Advice

For tailored financial advice, please leave your details below and a Mint Advisory team member will call you back in the next 48 hours.

We also operate out of and have meetings room facilities in each state of Australia.