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

Colin Ash

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.


Clarity | Insight | Partnership


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.


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.


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.


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.


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


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!


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



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.

"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

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.


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


Contact our friendly team today
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