Why Us – Minerds Bell Consultancy Group

We care. For us, it’s personal.

Our professional relationship with you and our understanding of your situation and your personal goals is at the heart of our philosophy.

Transparency

You will know upfront the areas we will be advising you in, what’s involved and what it will cost.

Quality of our advice and processes

We have been a Certified Quality Advice Practice (CQAP) since 2008 recognising our holistic Financial Planning Service which you can access with confidence.

Expertise and experience

Our financial planners have an average of 15 years experience advising and caring for clients.

Proven history

We provide a consistently high level of advice, organisation and service delivery. 95% of surveyed clients are happy to refer their friends and family to us.

Highest ethical and professional standards

We are members of the Financial Planning Association of Australia (FPA) and are committed to their Code of Ethics and Rules of professional conduct. We have been awarded “FPA Professional Practice status”.

AWARDS & RECOGNITION

2019 Member of the Charter Financial Planning Leader group

2018 Winner of the Charter Financial Planning “National Practice of the Year”

2016 Winner of the Charter Financial Planning Gerald Lippman National Perpetual Trophy

2015 Winner of the Charter Financial Planning “State Adviser of the Year”

2014 & 2009 Winner of the Charter Financial Planning “State Value of Advice” Award

2011 Winner FPA SA Chapter “CFP Best Practice Award”

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