About the company
Mind Financial is a financial adviser and planner based in Newcastle, New South Wales. The business trades as Mind Financial Services under the legal entity Dome Hunter Pty Ltd. Mind Financial Services is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd. Mind Financial offers strategic financial advice, including tools, strategies and investments, and cash flow management.
What customers say
Based on genuine customer reviews
In Newcastle, Mind Financial operates as a financial adviser and planner from its office at 41/45 Newcomen St, open Monday to Friday from 09:00 to 17:00. One client account describes adviser Steven as striking a balance between listening and advising, gently questioning to draw out the client's own money story before offering direction.
That understanding then informed suggestions and a re-imagining of what the client's finances could look like if everything were working properly. The client finished with a plan and the confidence to implement it, an outcome credited to Steven's rapid and rigorous approach, including firmness with the client when required. The account emphasises that the planning reflected individual circumstances rather than a standard solution.
Reviews
Reviews are taken from publicly available sources.
Steven provided the perfect balance of listening and advising. He gently prodded and poked so that he, and I, could understand my 'money' story. Then he showed great insight and intuition to suggest, provoke, and re-imagine what it would look like if it was all working. I have a great plan, and am no implementing it. And I was confident that would be the case because of the approach Steven took. Rapid. Rigorous. Ruthless (with me, when I was being ambiguous). Results.
Financial advisers & planners in Newcastle compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Newcastle are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Coastal Advisory Australia - Newcastle | ★ 5,0 | 85 | No |
| 2 | Coastal Advisory Australia (Head Office) | ★ 5,0 | 69 | No |
| 3 | Progressive Financial Planners | ★ 5,0 | 55 | No |
| 4 | Ironbark Advice Newcastle | ★ 5,0 | 25 | No |
| 5 | KLM Financial Planners | ★ 5,0 | 13 | No |
| 11 | Mind Financial (this page) | ★ 5,0 | 2 | No |