We’re based in Australia but operate globally, offering financial mentoring for expats, investors, and professionals worldwide.

Our mentors are qualified financial advisors with accreditations in Australia. We also partner with licensed professionals in tax, legal, and investment fields.

Start with a discovery call. We assess your needs, onboard you into our Engagement Hub, and collaborate to develop your tailored financial strategy.

It’s our secure online platform where you track your progress, access resources, store documents, and communicate with us—all in one place.

It’s never too early! Whether starting your career or approaching retirement, planning early maximises growth and safeguards your future.

Early in your earning years—especially when taking on debt, starting a family, or running a business. Insurance protects your income and loved ones.

Our services include cash flow management, investment planning, retirement strategies, risk insurance, estate planning, and immigration-related financial advice.

Yes. We guide clients through SIV-compliant investments, structuring portfolios that align with visa requirements and long-term wealth creation.

Absolutely. We specialise in cross-border strategies for individuals migrating, investing, or working globally, ensuring compliance and wealth preservation.

Yes! We understand the complexities of medical careers—high income, student debt, business ownership—and offer tailored advice for doctors and healthcare professionals.

Through guided conversations, cash flow mapping, and scenario planning in our Engagement Hub, we help you define and visualise your financial goals.

We liaise directly with you via video calls, phone, and the Engagement Hub. Where needed, we collaborate with your accountant or lawyer.

We offer annual reviews as standard, with check-ins whenever your circumstances change or markets shift.

Mentoring is ongoing, educational, and collaborative. Unlike one-off advice, we build financial literacy and empower you to make confident decisions.

We do both. Our service includes strategic advice and optional investment management aligned with your goals and risk profile.

Yes. We are privately owned and not aligned with any product providers, ensuring unbiased advice tailored to you.

We assist with relocation planning, asset repatriation, currency considerations, and financial re-establishment—keeping global factors in mind.

Yes, we specialise in creating legacy plans to protect assets, support beneficiaries, and minimise tax impacts across generations.

We offer transparent, fixed-fee pricing based on the complexity of your needs. Details are discussed upfront during our discovery session.

Visit www.myfinancialmentors.com.au and book your discovery call through our website or simply give us a call to arrange a catch up, a walk and talk, a meeting or a coffee.