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.
Authorised Representative of Madison/ MBA / B Com Hons (Bus econ) / MSC / Adv Dip (FP) / FChFP
Martin began working in financial services in 1996 at 26 years of age. Having immersed himself in the world of investment in Johannesburg, he soon realised that he wanted to start his own business. Since then Martin has utilised his knowledge and enthusiasm to create the client experience as it is today.
In 2012, he was recognised for exceptional commitment to delivering outstanding advice and received the prestigious AFA Excellence in Education award NSW.
Finance and Admin Manager / B Com Accounts and Finance
Leora has managed the Accounts and Finance side for My Financial Mentors since its inception. Leora finished her degree is 2004 in South Africa and has worked as a Financial Manager in several industries in South Africa before moving to Australia in 2010. Leora started her own business as a registered BAS Agent, providing bookkeeping, payroll and BAS services for her clients.
Recently she has broadened her scope by adding her skills in efficiencies and attention to detail within the Financial Mentors team assisting with managing client investments and transfers, as well as assisting clients in understanding our Cash Flow Philosophy.
Consultant / DipFP / BA LLB Wits (South Africa)
Colin has over 17 years experience in financial planning and insurance sales in Australia. Prior to this, Colin spent over 10 years as a director of two public companies in South Africa that catered for the financial and insurance needs of both individuals and companies.
Having lectured countrywide, Colin understands the wide spectrum of topics in the financial and insurance arena. Colin is currently taking a brief sabbatical from consulting directly, but continues to give strategic consultation to My Financial Mentors.
Rebecca A. Roldan
Rebecca A. Roldan
Rebecca has graduated with a Bachelor of Science in Accountancy. I January 2022, she joined My Financial Mentors as an Associate Financial Planner and as a back end support for the team. Rebecca has a strong research ability that has greatly enhanced the team and assists with the generation of various advice documents for our clients.
She also provides client support and assist with regulatory issues ensuring that operations run smoothly. Rebecca is highly organized, detail-oriented, and focused on providing value to our clients.
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.
We focus on understanding “what’s important to you?”
We work with you to gain an understanding of the life that you want to live and the goals that you would love to achieve.
Time invested with us can add a decade or more to your financial life and ensure that we build your right “Retirementality" a worry-free state of money management that delivers financial abundance and peace of mind in equal measure - and leaves behind a legacy of firm financial foundations instead of fragmenting debt.
We bring many years of invaluable insights learned from assisting people like you. We understand what works and what doesn’t, and that life is complicated and that adjustments over time are inevitable.
We apply specific insights to your unique situation, allowing you to live the life that you want to live and protecting you from circumstances that you do not want to be confronted with
Our custom planning tools are thorough and insightful, inspiring confidence to share our services with those who matter most to you.
Our guidance can add years of financial stability, creating a worry-free Retirement and a legacy to be proud of.
We're more than advisors; we're partners, coaches, mentors, and catalysts. Our expert team supports you through life's stages.
Annual meetings ensure strategies align with your evolving goals, always keeping the big picture in focus.
This sense of partnership is designed to provide service and comfort to you through the ages and stages of your life.
Clarity | Insight | Partnership
IDENTIFY YOUR NEEDS
ANALYSE & DEVELOP PLAN
PRESENT THE PLAN
IMPLEMENT THE PLAN
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.
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."
"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."
"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."
"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."
"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."
"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."
"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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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.
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