About My Financial Mentors
My Financial Mentors is boutique financial planning firm focused on mentoring and advising clients in the areas of retirement, investments, risk insurance, and cash flow management.
Based in Bondi Junction, we empower you through a fun and unique process. So what makes us different?
Clarity. Our role is to clarify the needs, concerns, opportunities and goals of our clients and help you to understand what is most important to you.
Insight. We then apply the insights and education we have gained after having an in-depth level of knowledge of your situation.
Partnership. Finally, we work in partnership with you. We coach, mentor, and provide financial advice at each stage of your life.
Contact our friendly team today
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7 technology disruptions happening now: Autumn 2019
Australia looks to be in the later stages of the business cycle, and is not alone here among its developed economy peers. In an environment of potentially slowing growth, we propose that a way forward is to invest in companies which are “share-takers” – companies that can gain market share from technology-enabled advances in their business model, and in changes in consumer behaviour.
Bullet-proofing your equity income portfolio
It’s obvious, if you’re a retiree you need income. With cash and fixed interest offering low yields, equities are a good place to look for income. On the surface, it may seem easy creating an income portfolio from shares – just select stocks from a list of high dividend yielders. However, setting up an income portfolio is harder than you think.
3 ways a financial adviser can help you plan for retirement
When it comes to creating the retirement lifestyle you dream of, a little support goes a long way.