Testimonials

Customer satisfaction is our primary goal.

"My Financial Mentors are a professional outfit who have taken care of my financial planning needs for more than a decade. They regularly analyse my financial situation and recommend practical solutions. Our relationship is built on, amongst other things, trust and with a busy lifestyle this gives me piece of mind to concentrate on other aspects of my busy life. I would recommend them without reservation."

Rowan Jacobson


"Martin from My Financial Mentors has been my financial adviser for about 12 years. He has been sound, reliable, always available when required. His advice and investment policies have always been in my best interests, and when an occasional error of judgement occurs, he is quick to rectify it. I have been more than happy to recommend his services to others."

Peter Raphaely


"Martin Morris has worked as my retirement adviser for a number of years and I have been happy with his care and advice. I feel comfortable that my retirement is in good hands."

Ruth Halm


"I would give Martin Morris the highest recommendation for financial planning and retirement strategy. Martin has overseen my financial planning for the past five years and now also looks after my insurance needs. I have found Martin to always take a very personal approach and he has the ability to quickly and clearly understand my needs and future financial goals. Over and above Martin's in depth knowledge of the financial planning market, legislation and analytical feedback, he is one of the most approachable and accommodating individuals I know. Nothing has ever been too much trouble and he has always afforded me the time to discuss all aspects of current and future financial needs. Thank you Martin."

Peter Langbart


"Martin Morris has been our retirement adviser since we arrived in Sydney a couple of years ago. He is very knowledgeable in his field and we find him to be an honest and trustworthy adviser. After getting to know him we now regard him also as a friend."

Martin & Illana Joffe


"We met Martin Morris over 20 years ago and we always found him to be a friendly, warm and caring man. When we needed a financial planner, we had no hesitation in calling on Martin to take care of our money - and us. He has shown us commitment, compassion and care and is always available to chat or advise us. We have full confidence in him and we know that he has our best interests at heart. We have recommended him to many of our friends who have called to thank us. Martin is a man of wisdom and integrity in whom we have total trust."

Colin & Gillian Mervis


"As I go into retirement I think that I should just thank you for the wise and disciplined way that you have invested my superannuation funds over the past four years. I am confident that my future financial wellbeing is secure in your hands. Keep up the good work."

Alvin Gentin


"We have found Martin Morris to have the utmost integrity and commitment in all dealings with us. He takes time to meet with us a number of times a year and is always available when advice and assistance is needed. We would have no hesitation in recommending his services."

Brian & Sharlene Gnesin


"I want to thank you for the way you looked after our financial affairs in the past year(s). I am very comfortable with the way you work and I sleep well at night, knowing I am in good hands. I am looking forward to many happy retirement years working with you, Martin, as our Financial Planner."

Rachel Kur


"My wife and I relocated to Sydney 18 months ago. We required financial advice and Martin was recommended. We are so happy that we met up with such a "mensch!" Truly professional, but even more so, a friend. We are so satisfied and grateful to be able to make use of his experience and knowledge. Thank you Martin, a friend indeed."

Arthur & Jen

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