Mint Advisory - Boutique Financial Planning Practice, Melbourne

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
Principal Financial Advisor View on LinkedIn

Who is Mint Advisory?

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.

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 Adviser

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

Businesses

How can we help you?

Business succession planning, key man insurance, buy sell agreements
Estate planning
Assist with establishing a default super fund

Taxation & Lending

How can we help you?

We can align with an accounting specialists for all your taxation needs
Assist you with different types of lending such as residential, commercial, equipment, motor vehicle and refinancing of loans/debts through our referral to various brokers.
Offer access to a property advocates to help purchase your property and assist with valuations.

Financial Services to Healthcare professionals

Time is a valuable resource: It is finite, valuable, and rarely in abundance. Healthcare professionals are perhaps most familiar with the fragility of this resource given the significant amount of energy, empathy and focus that their work demands. However, what if there was a way to reclaim your time and energy and spend more of it with friends and loved ones? Mint Advisory believe that they have the answer.

Healthcare professionals are often the last to consider financial solutions. Why? Because their work demands presence of mind leaving less space to contemplate the future. Finance is about the future and planning for it is our passion.

Mint Health is a dedicated team at Mint Advisory who offer specialised financial services for professionals working within the healthcare industry. With over 20-years’ experience, the team at Mint are specialists in providing tailored services to address both your professional and personal goals, including:

Superannuation;
Personal protection cover;
Budgeting;
Cash flow;
Estate planning;
Business succession planning, and;
Retirement planning.

We pride ourselves on building strong relationships with clients and are guided by a complete understanding of your professional and personal pursuits. Our holistic approach is what differentiates us from many other firms and has been essential to the success of our clients. We are not obligated by investment or insurance providers, meaning that our research is independent, wholly objective, and tailored to your unique goals.

“I was first introduced to Mint Advisory at an event I attended with a work colleague. The evening was very friendly and I felt that I was able to get to know the team on a personal level.

I quickly felt that they understood my needs and that I was comfortable entrusting them with my finances. I've been working with the team at Mint ever since and cannot fault their excellent service!

I'm glad to have a solid understanding of my financial position as well as clarification of my personal goals and, most importantly, I know that I am protected if anything happens to me personally or professionally.” Dr Jason Juggapah, General Practitioner