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Financial Reviews

We start off with a Financial Review to determine your unique financial Goals. This process can be as much about making matters clear in your mind, as it is about having things clear on paper.

Corporate Solutions

Allow us to identify the right financial solutions to meet the unique needs and goals of your business with Risk Planning, Wealth Management and Business Assurance.

Investment Planning

Are your assets working as hard as they can for you? Is your asset mix diverse enough? You may want to rebalance some of your investments if there are changes to either your situation or your attitude to risk.

Medical Aid

Find peace of mind in knowing you have the right medical cover for your life stage and budget with a provider that is financially stable and dependable.

Holistic Solutions

We are completely independant and have no ties or ownership to any other financial institutions, We provide you with unbiased advice meeting your specific needs.

Refreshing Approach

We are a close-knit team of financial advisors with over 20 years experience that prioritise client relationships.

Customised Health & Financial Services

Whatever the stage of your life, career or business you are currently in;
the Mint Financial Services team can assist you with financial solutions
so you can ultimately reach your goals.


Who we are

We take a refreshing approach to your lifestyle needs,
providing holistic and unbiased solutions supported by over 20 years experience.

We are a close-knit team that prioritises client relationships. Our terms are transparent and clients have total security in respect of their money, which is always transferred directly to the appropriate accredited financial institution and is never handled by Mint Financial Services. We only recommend investment institutions to you that are part of multi-national and long-established financial services groups with secure, well-regulated territories which have good legal structures.

What makes Mint so refreshing?
Mint Financial Services (Pty) Ltd is an independent, financial planning practice based in Tyger Waterfront, Bellville, Cape Town. We have stringent levels of expertise, advice and ethics which are applied by the practice. Our main goal is to partner with you for a life-long journey as we help create and protect your wealth. Our main desire is to deliver the highest level of professional advice and service in the duration of your life.

How we work.
We provide financial advice to individual and businesses who wish to grow and protect their wealth, covering the areas of retirement planning, investments, risk, tax, estate planning, trusts, wills and healthcare. Every financial plan is developed and drafted to ensure that you receive a plan that is accurate, appropriate and custom-designed for your specific needs.

Why our customers love us.
Time is the greatest drawback for most clients when dealing with their own financial needs, together with a lack of resources to obtain the necessary information. We do the research and present the solutions to you in a clear, simple and straightforward manner so you can make the best decision.

We have a heart.

Mint Financial Services supports the Crazy for Walking initiative to de-stigmatize the word “crazy” and raise awareness of mental illness by doing something crazy.
We have joined the Crazy for Walking event called: Crazy Mission To Mars by making each step count to walk 54,6million km to Mars. This is done by downloading the Crazy for Walking app and joining our team MFSVP.
10 October is World Mental Health Day and we will be doing something Crazy to help raise awareness of mental illness.

We also support the Tygerberg Service Centre’s Meals on Wheels. Since 1969 they have distributed more than 1,3 million meals to the senior citizens and less fortunate in the community irrespective of race, sex, culture or religion. Their main goal is to keep elderly active in their communities for as long as possible and to address poverty in the community through sustainable feeding schemes and other services.


"A goal without a plan
is just a wish. "

Antoine de Saint-Exupéry

"Money grows on trees...
if you plant the right seeds. "

Joe Austin

"It's not your salary that makes you rich,
it's your spending habits. "

Charles A Jaffe

Our 6-Step financial planning process

Because financial planning is a life-long process, we believe in establishing life-long relationships with our clients. Our desire is to forge personal trust relationships with each and every client upon which all future interactions are being built. Confidentiality, trust and mutual respect are the three pillars of all our advisor-client relationships, and we hold these values very dear. We make it our business to know all of our clients personally and to engage regularly with them.

1. Establish and define a professional
advisor-client relationship

Our first meeting is all about you. We will use this time together to understand your personal and financial situation. We understand that some people are intimidated by finances or have a fear that they won’t understand matters. Our commitment to our clients is to ensure that every aspect of one’s finances is unpacked, analysed and explained to the client in a language they can understand. Our first meeting will form the basis of our relationship and will lay the foundation for all future interactions. We look forward to getting to know you.

2. Understand your goals and gather
personal information

In reality, most of our lifetime goals are linked to money. Weddings, travel, houses, vehicles, hobbies, education, retirement and holidays all require careful planning and adequate financing. During our first interactions, we aim to find out more about these goals and dreams. By appreciating what is important to you we will be able to attach appropriate value to each of your goals, and put plans in place to help you achieve them.

3. Independently analyse and evaluate
your financial status

After our first meeting, we should have a very clear picture of your current financial position. The next step is to analyse the information we’ve collected from you. This will involve assessing your earnings, expenditure, current policies and investments, your will, estate costs, tax structures and shortfalls. We use the most advanced financial planning software and systems which are regularly upgraded to remain ahead of the industry.

4. Prepare and present a comprehensive financial plan and recommendations

At our next meeting, we will present to you a bound financial plan. This financial plan will cover the three major aspects of your finances, namely (i) your risk cover, (ii) your retirement funding and investments, and (iii) your estate planning and your will. Together we will work through your financial plan and explain our proposed recommendations to you in detail.

5. Implement recommendations and solutions

If you are happy to proceed with the implementation of the proposed solutions, we will complete the necessary documentation together with you. All fees will be fully disclosed to you upfront, and we will ensure that the administrative process takes place smoothly and efficiently.

6. Continually monitor and review
your financial plan

A financial plan is a living document which changes as and when your personal circumstances change. From small lifestyle changes (such as quitting smoking) to larger events (such as the birth of a new child), every time your personal situation changes your plan needs to be updated. The review and update process need not be a cumbersome one. Although we like to meet at least once a year, we are able to update your plan as and when your circumstances warrant it. Financial planning is a life-long process and we intend being there for you every step of the way.

The financial plan which we will present to you at our second meeting; in essence, is your personalised map of how to meet your financial needs and aspirations.

If you would like to begin the financial planning process with Mint Financial Services, please feel free to contact us. We look forward to building a trust relationship with you.

Financial Services

What we can do for you

Personal Solutions

What are your long and short-term personal financial ambitions and risks?
Whatever they may be, now is the perfect time to revisit your life priorities
to ensure that your home, family and assets are protected.

Lifestyle Financial Planning

Reviewing whether your assets, investments and risk protection are on track will help you ultimately ensure that you can reach your long and short-term personal dreams and financial ambitions.

Wealth Creation

Investing or saving money is key to achieving the goals you set in life. We help you assess the available investment and savings solutions to find one structured to meet your criteria.

Retirement Planning

Preparing for retirement begins with saving through investments, retirement annuities and unit trusts. Managing these savings post-retirement is vital to ensure a steady income and to maintain your quality of living.


Ensuring your child’s future success by providing the best possible schooling and tertiary education. The cost of education is historically higher than inflation each year, making education planning a priority.

Investment Planning: Local and Offshore

Placing your funds in the appropriate investment vehicles, such as unit trusts, endowments, tax-free saving accounts and share portfolios, will help you achieve your future financial goals.

Medical Aid

Choosing the right healthcare for your life stage requires insight into which trusted healthcare solution will meet your requirements and budget.

Wealth Protection

Secure the financial stability of your spouse and children in the event of your passing, or diagnosis with a terminal illness.

Wills, Trusts & Estates

Proper estate planning will ensure that your estate is set up in a tax-efficient way that benefits you and your beneficiaries after you pass.

Corporate Solutions

Do you have a plan to achieve your financial goals?
Are your investments on track and your employees needs met?
Are you prepared for changes to your situation or that of your key stakeholders?

Wealth Management

Succeeding can lead to reassessing your financial planning and investment portfolio. Ensuring high net worth individuals comprehensive, personalised advice, expertise and services.

Business Assurance & Risk Management

Enabling your business to prosper in the event
that you, your business partners or any key person is unable to work, requires that the appropriate cover and legal agreements be in place. The correct solution will minimize the impact of changes on your business and ensure continuity.

Employee Benefits

Retaining employees and becoming an employer of choice requires an investment in their well-being by providing benefits such as healthcare, pension or provident funds including group risk benefits such as life cover, disability cover, income continuation and family funeral cover

Corporate Wills, Trusts & Estates

You have build a business up and would like to see it prosper beyond a tragedy, holistic estate planning will ensure that your personal and business goals are aligned.

Together we can create a solution
to meet your financial needs and aspirations.


Let’s chat over some coffee

+27 021 914 3970

Imperial Executive Suites Tyger Waterfront, Carl Cronje Drive Tygervalley, Cape Town

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Whatever your reason, day or night, we’d love to hear from you.

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