HOLISTIC

integrated lifestyle financial planning

Life offers us many precious gifts, some of which we tend to overlook, yet they are the foundation of our lives.

One such gift is the freedom to choose, a privilege we are born with but often don’t appreciate.
As we grow and enter adulthood, this power to choose becomes more pronounced. Without the Clarity and required Insight, this choice can at times be overwhelming and feel like a burden.

It's time for a change!

That's where we come in. Our expertise involves understanding who you are, what you desire, and assisting you in navigating and actualizing your choices.
If you're prepared to begin this journey towards financial empowerment, then we are here to guide you. Let's take the first steps together and work towards a future of comprehensive financial well-being.

Martin Morris

Leora Schleissner

Trudi McConnell

Rebecca A. Roldan

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.

OUR PROCESS

Clarity | Insight | Partnership

IDENTIFY YOUR NEEDS

Our whole advice process is focused on helping you clarify your goals so that we can set specific milestones for your financial planning journey and align it to your needs.

GATHER INFORMATION

Using our tools, experience and resources, we dig deeper into your current financial landscape and ensure that not only do you have the correct portfolio in place - but that it is optimised who you are and what you want to achieve.

ANALYSE & DEVELOP PLAN

After extensive research and portfolio compilation we work through the opportunities to accumulate, protect and invest your wealth. This is a lifelong conversation that will develop alongside your life and your unique needs.

PRESENT THE PLAN

Once all of the options are understood by you, a course of action is implemented to get the cogs rolling in the direction of our plan.

IMPLEMENT THE PLAN

We believe that the best financial plans are updated and monitored on a regular basis.

REVIEW PROGRESS

With the power of knowledge, we are able to ensure that your plan not only performs as expected, but we can begin to chart new opportunities and extend your portfolio to perform even better!

ALWAYS IN THE KNOW

Fostering informed decisions by ensuring you're always well-informed and equipping you with options that are aligned to your goals.

OUR TOOLS

TESTIMONIALS

Amidst a sea of assertions, we differentiate ourselves by delivering tangible outcomes. We're not just listeners; we're doers. While claims abound, our track record of transforming understanding into concrete results speaks for itself. Don't just take our word for it – explore the client testimonials that validate our commitment to turning goals into realities.

As you navigate your financial journey, My Financial Mentors is your steadfast companion. Your challenges become our shared mission. We're not just advisors; we're partners committed to your goals. Seeing you attain your goals is our greatest satisfaction.

CONTACT US

to arrange a consultation, call or email us

Martin Morris

Office: +61 2 8821 7090
Mobile: +61 414 629 766

Email: martin@myfinancialmentors.com.au

REQUEST A CALL

Contact our friendly team today
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