Principal Financial Advisor, 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.
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.
For the 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; and
• Make the most of your superannuation: complete a review based on performance, fees and asset allocation and consolidate funds.