Based in Adelaide, Minerds Bell has been providing tailored financial planning solutions to South Australians since 1975. Minerds Bell has since evolved into a highly professional and award winning boutique financial planning practice, catering to the financial planning needs of all clients.
Your initial consultation with us takes approximately 2 hours. This allows us to get to know you and gain an understanding of your personal financial goals. As an introductory offer we will fix this at a 1 hour charge being $300.
We value our existing clients and referral network partners - if you are referred to us from within the Minerds Bell family then there will be no charge for your initial consultation.
We are a fee for service practice and our fees are based on the complexity of work involved in providing you with the best advice for your situation. When you engage us, we will explain upfront exactly what services we will provide and what they will cost, acting only when we have your written approval.
Our philosophy is to build ongoing relationships with you based on trust, respect and professionalism. We are committed to providing service well after your financial plan has been implemented. Through regular financial planning reviews, we will ensure that you are kept informed of any changed in legislation or investment strategies that are relevant to your situation and of course we are always available to you personally should your financial situation, needs or objectives change.
After all………….. your future is our business!!
Awards & recognition
Award Winning Financial Advice
- 2016 Winner Gerald Lippman Perpetual Trophy National Award
- 2015 Winner Charter Financial Planning SA “State Adviser of the Year”
- 2014 Winner Charter Financial Planning SA/NT “Value of Advice Award”
- 2011 Winner FPA CFP™ Best Practice Award South Australia Chapter
- 2010 Finalist in the Financial Planning Association of Australia (FPA) "Value of Advice Award ” Retirement planning & management category.
- 2010 Finalist in the AXA Financial Advice Networks "State Value Of Advice Award"
- 2009 Inaugural Winner of the AXA Financial Advice Networks "State Value Of Advice Award"
- 2009 Winner of the AXA Financial Advice Networks "State Adviser of the Year"
Meet the Minerds Bell Team
Practice Principal & Authorised Representative - Andrew commenced in the Financial Planning Industry in August 1995 and has been an Authorised Representative of Charter Financial Planning in Adelaide since 1996. …Read more
Financial Planner & Authorised Representative - Daran joined us from ANZ Financial Planning in 2012, he commenced working in the financial services industry in 1998 and he has been an…Read more
Financial Planner, Authorised Representative & Accredited Aged Care Professional™ - Natalie has over 20 years of experience within various sectors of the financial industry, with 10 of those in financial planning. She…Read more
Authorised Representative - We welcome Adrian who joins us from Silverstream Financial Solutions, where he was the Practice Principal and Director for over 20 years. Adrian's career in the financial…Read more
Practice Manager Andrew joined the Minerds Bell team in November 2017 bringing with him a wealth of experience in the Financial Planning and Advice profession. His experience includes leadership, management…Read more
Senior Paraplanner -Kim joined Minerds Bell Consultancy Group as a Paraplanner in April 2018. She has worked within the Finance industry for 24 years, with over 10 of those years…Read more
Paraplanner - We welcome Deb who joins us from Silverstream Financial Solutions. Deb commenced in the financial planning industry as a paraplanner in 1999. She completed her Diploma of Financial…Read more
Adviser Assistant - Julie joined us from Prophecy Wealth Management where she has been Administration Manager for 7 years. She has worked in the financial planning industry for a number…Read more
Adviser Assistant - Will joined the Minerds Bell team in September 2015. Will studied a Diploma of International Business, Finance and Trade at the University of South Australia and has…Read more
Adviser Assistant - We welcome Alex from Silverstream Financial Solutions. Alex started working in the financial services industry in 2013. Away from work, she enjoys going to the beach and…Read more
Adviser Assistant - Kelli joined the Minerds Bell team in December 2017, and has been working in the financial services industry since 2016. Kelli holds a Diploma of Financial Planning,…Read more
Client Services Officer - George joined the Minerds Bell team in October 2017. George is the first point of contact in the business. George has completed his Diploma of Financial Planning…Read more