Who we are
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.
FOR US, ITS PERSONAL
Minerds Bell Team
Practice Principal & Authorised Representative
Adv. Dip. FP
CFP®, Dip. FP
Authorised Representative & Accredited Aged Care Specialist™
CFP® , Dip. FP, Dip. Fin. Mkts.
B.Bus.(Intl Fin. Bus & Trade), Dip. FS (FP)
Authorised Representative & Accredited Mortgage Consultant
B.Econ.(Acc.), Dip. FP, Dip. Mngt., CPA®
B.Econ., Dip FS (FP)
Advice Team Assistant
CFP®, , Dip. FP, SMSF Accredited
Administration Support Officer
Joanne (JO) Roberts