WE HELP SUCCESSFUL PEOPLE AT EVERY STAGE IN LIFE, MAKE SENSIBLE, WELL THOUGHT OUT DECISIONS ABOUT THEIR MONEY

MERGING FORCES

We welcome Twelve Wealth as they join forces with Minchin Moore

“Whilst still a small firm, Minchin Moore has grown considerably in the past eight years. At every step, we’ve let our growth be defined by our ability to find likeminded professionals, with a shared vision for our profession and how we can enhance the lives of those we serve through the provision of high quality, independent advice.

Having observed Cathryn build Twelve Wealth and blaze a new path, we have little doubt that our values and beliefs are perfectly aligned. The Partners of Minchin Moore are delighted to welcome Cathryn to our Team and feel certain she will play a key role in our future direction.”

Mark Minchin
Managing Partner of Minchin Moore.

“I founded Twelve Wealth because I wanted to provide financial advice to people who were feeling overwhelmed and needed clarity around what their future might look like. As our client numbers have grown, I’ve realised we need a more robust service offering if we are to provide value to our clients over the long term. Minchin Moore is an established business whose values and Investment philosophy align with ours. I am incredibly confident that this merger will allow us to deepen and broaden the advice we offer our clients.”

Cathryn Gross
Managing Director of Twelve Wealth.

The merger is effective 1 July 2019.

OUR
SERVICES


We believe that you have the most to gain by looking at your financial life holistically. We will work with you to construct a long range strategic plan and an investment plan that are tailored to your own personal goals and circumstances. We will help you design your personal ‘investment program’ and then we will individually build, manage and monitor your investment portfolio.

Find out more

OUR
MISSION


By providing our clients with appropriate information coupled with our financial wisdom, we help to enhance the many financial decisions they need to make through life’s journey. Through this process we bring greater affluence, certainty, and security to their lives.

Find out more

OUR PEOPLE


View bio Mark Minchin
Principal Adviser
& Managing Partner
View bio Nick Mundy
Principal Adviser
& Partner
View bio Tom Jeffries
Principal Adviser
& Partner
View bio Jenny Wong
Practice Manager
& Partner
View bio Angus Warden
Principal Adviser
& Partner
View bio Charlie Perkins
Principal Adviser
& Partner
View bio Ben Smythe
Principal Adviser
& Partner
View bio Andrew Marchant
Chief Investment Officer (CIO)
View bio Jonathan McLean
Senior Associate Adviser
View bio Elizabeth Jolley
Senior Associate Adviser
View bio Christen Meli
Portfolio Manager
View bio Jane Hopkins
Senior Associate Adviser
View bio Geoff Isaacs
Associate Adviser
View all

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OUR
CLIENTS

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