Mint Financial Planning is a privately owned business dedicated to providing personalized financial planning services tailored to each client’s unique life goals and ambitions. With a team of experienced Advisers led by Principal Partners Damian Galle, Anthony Galle, and Jason Sgro, Mint Financial has over 50 years of combined experience in the Financial Services Industry. The firm’s core values prioritize the long-term relationship with clients, ensuring that every aspect of their current and future financial situation is understood to provide informed and tailored advice.
specialising in investment strategies, retirement planning, self-managed super funds, insurance, and tax planning, Mint Financial Planning takes an active approach to investing to maximize returns for clients. The firm’s commitment to ongoing professional development ensures that Advisers maintain the highest qualifications in Financial Planning, Investment, Superannuation, and Tax, providing clients with expert guidance and advice. Mint Financial’s ‘Lifetime’ approach to financial planning emphasizes understanding all aspects of a client’s financial situation to help them make the best use of their resources in alignment with their short, medium, and long-term plans.
With a passion for financial planning and a focus on putting clients first, Mint Financial Planning aims to help individuals secure their future and achieve their dreams while enjoying the benefits of their assets in the present. By offering personalized strategies and products aligned with each client’s needs, Mint Financial stands out for its commitment to providing excellent service, exceeding expectations, and ensuring that clients’ financial well-being and future security are the top priorities.