-
"Guiding your wealth
toward secure futures." -
"Your dreams, their financial
expertise combined." -
"More than money,
manage aspirations." -
"Where dreams meet
smart planning." -
"Investing in peace,
with financial guidance." -
"Your financial compass
in turbulent times."
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
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.
Leora Schleissner
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.
Trudi McConnell
Trudi McConnell is a seasoned professional with a passion for delivering exceptional support and marketing solutions to My Financial Mentors. With years of experience, Trudi brings a wealth of knowledge and a customer-centric approach to her role.
Rebecca A. Roldan
Client Services
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.
Clarity
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.
Insight
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.
Partnership
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.
OUR PROCESS
Clarity | Insight | Partnership
IDENTIFY YOUR NEEDS
GATHER INFORMATION
ANALYSE & DEVELOP PLAN
PRESENT THE PLAN
IMPLEMENT THE PLAN
REVIEW PROGRESS
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
For more insights, contact us!
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.
OUR LATEST BLOGS
adding context to your choices
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
REQUEST A CALL
Contact our friendly team today
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