Mina Nguyen

Mina’s passion for helping people is what first led her to financial planning in 2014, following several years’ experience in the banking industry.

Understanding the central role finances play in so many aspects of life and the diversity of her clients’ needs, Mina is passionate about providing accessible, straightforward, personalised advice and solutions that correlate with her clients’ core values.

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She brings a fresh, client-centric approach to financial planning, with a strong focus on cashflow management and lifestyle design. Taking the time to get to know her clients’ unique life stories allows Mina to provide holistic solutions that cover each aspect of her clients’ financial lives.

Mina offers a wealth of experience spanning all facets of the financial planning industry, which is complemented by a Graduate Diploma of Financial Planning.

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Approachable and down-to-earth, Mina’s honest yet empathetic nature and strong work ethic have helped her cultivate a loyal clientele, many of whom have become friends.

On weekends, Mina enjoys spending precious time with her family and friends – which often involves sharing a meal at a local pub, going to the races or watching her children run wild at the park. A gym session is a non-negotiable part of most days.