Tony Minchin

Specialist Financial Solutions

Gold

16 Yrs Experience

Como, WA 6152

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As a financial advisor, I understand that trust is the cornerstone of every successful relationship. Financial decisions can be deeply personal, and it is my commitment to earn and maintain that trust through transparency, integrity, and personalized guidance. With over 15 years of experience, I specialize in providing tailored financial solutions that are designed to meet your unique goals and help you achieve lasting financial success.

My approach revolves around building a foundation of trust through clear, open communication. I listen to your needs, understand your concerns, and work with you to create a financial plan that reflects your values and long-term aspirations. Whether you're planning for retirement, managing investments, or navigating life’s unexpected changes, I am here to provide informed, honest advice every step of the way.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Tax Strategies
Growing Assets

As a flat dollar fee-based advisor, I charge a set, transparent fee for my services, rather than a percentage of assets or hourly rates. This fixed amount ensures that you know exactly what to expect and can plan accordingly. The flat fee covers the comprehensive financial advice and planning I provide, regardless of the size of your portfolio or the complexity of your needs. This structure helps remove any conflicts of interest, allowing me to focus solely on your best interests. My goal is to offer clear, unbiased advice that aligns with your financial goals and ensures peace of mind.

5.00 February 2025

I was recommended to Tony by a friend of my wife. Tony assisted me with with Superannuation consolidation of my Superannuation accounts. Tony is very professional and easy to deal with. Tony explained what was required and gave good financial advice.

5.00 February 2025

Tony was recommended to my wife and I by a trusted friend who was aware we needed assistance. We weren't disappointed.

His knowledge of the Superannuation maze has helped us immeasurably.

We are back on track and ready to enjoy a very comfortable retirement.

I highly recommend Tony. His financial knowledge, expertise and skill have really helped us make sure our lifestyle can be maintained.

Michael

5.00 February 2025

I highly reccomend Tony. He was able to make my retirement process so much easier then I was expecting it to be . His knowledge and professionalism made me feel more secure to go into retirement . I was a bit apprehensive , but Tony made it easy and I am so happy with everything he has done for me to help me feel more secure . Everything that’s in place is working beautifully for me .

5.00 February 2025

I was recommended to Tony by a work colleague when I said I was looking for a financial advisor to get a clearer picture of my investments and future, and I’m glad I was! Tony’s advice was sound and practical and reassured me that I was financially making the right decision. He was able to demonstrate and explain things clearly and gave advice on appropriate options and investment opportunities. He was also adaptable when I said I was looking for ethical investment options. It’s given me more direction on my finances to help me get to where I want to be.

5.00 February 2025

Tony is skilled at explaining financial concepts to people who know nothing about finance. I have been most impressed with his accessibility and the way he is prepared to answer my questions and ensure that my finances are in order. He has been invaluable in terms of planning my early retirement. I have recommended him to several friends who now benefit from his services.

Adviser status Gold
Rating 5.00
Number of reviews 11
First year providing advice 2009
Years of experience 16
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English