Building Wealth and Financial Security through Trust and Understanding

Our families, the Morris’s and the Fransman’s have a longstanding history going back at least four generations, and I officially met Martin in 1990. Despite already having a financial planner at the time, the strong recommendation from our families led us to try Martin's Financial Mentors' services. We made the decision to move our entire portfolio - pension, insurances, investments, and superannuation - to Martin's care.

Martin's no-nonsense style is just one of the reasons we appreciate him. Martin's in-depth knowledge of the finance world, coupled with his total understanding of our goals and aspirations, makes his advice not just sound and sensible, but also remarkably effective.

We have immense trust in Martin - so much so that I would entrust him with a fully signed chequebook without hesitation. If I were to rate Martin, it would be a solid 10/10, or even 11 if we could. His dedication, honesty, and commitment to our family and our finances are outstanding and I cannot speak highly enough of Martin and the services he provides for us.”

"Both of us have known Martin for several years, and when we immigrated to Australia and discovered that he had also immigrated, it was only natural for us to seek him out to handle our finances and lifestyle goals. We cannot praise Martin enough for his exceptional work ethic and have absolutely nothing negative to say about Martin in any way – mind you, if he could provide the winning lotto numbers, he would be truly perfect!"

We transitioned from another financial advisor seeking expert guidance for our super management. Martin's approach to our investments has been impressively disciplined and focused. He sticks to the plan, and it has proven effective. His strategic acumen has not only met but exceeded our expectations, ensuring our financial growth is consistently on track."

"I reached out to Martin and MFM, and I'm thrilled with their services. Martin and his team excel in managing investments, offering insightful insurance advice, and being good friends along the way.

Martin's approachability is unmatched; he's one of the most approachable people I know, making discussions about investments and insurance comfortable and easy to understand.

I choose to work with MFM because Martin's knowledge in both investment and insurance is exceptional. More importantly, he's trustworthy, approachable, and always willing to listen and explain things in a straightforward manner.

Martin is incredibly knowledgeable, caring, and trustworthy, which is evident in his team's approach as well. I feel comfortable referring MFM to friends and colleagues because I trust Martin and his team to handle financial matters efficiently.

MFM solves several problems for me - they ensure my investments are performing well, and they've organized excellent insurance coverage for me and my family. When I needed to rely on the insurance policy, Martin was extremely helpful and made sure I felt supported throughout the process. It's always a pleasure talking to Martin and bouncing ideas around with him. I highly recommend Martin and MFM to anyone seeking financial guidance and support."

‘We used to think that having life insurance was enough in terms of financial planning. However, Martin from My Financial Planners opened our eyes to a more comprehensive approach. Now, Martin and his team take care of everything for us - from insurance to investments and superannuation.

What sets Martin apart is not just his expertise but also his genuine friendship. He's open, transparent and to the point, which is crucial in financial matters to ensure the best outcomes. We trust Martin implicitly with every aspect of our finances. He's probably the only person who knows everything about us - our goals, our history, and our aspirations.

If you're looking for a financial planner who truly cares and goes above and beyond, we highly recommend Martin and My Financial Planners. He is making a significant difference in our financial journey, and we couldn't be happier knowing our finances are in such capable hands.

Martin brings me a sense of calm in the often-turbulent world of finance. What sets him apart is that he's not just a financial planner; he's a people person who truly understands individual circumstances and offers logical, practical solutions. His empathy and intuition shine through in every interaction.

Martin's approach is refreshingly grounded - he's not an alarmist, but rather someone who puts together a workable plan that's achievable and crystal clear. We always feel like we're in safe hands with him. One of the things I admire most is that he's not chasing trends; instead, he's consistent, steady, and focused on the big picture. Above all, he's trustworthy, which is paramount in this industry.

Our journey with Martin started through my partner's insurance, and we quickly realised the breadth of services he offers, both in South Africa and Australia. He came highly recommended by someone we trust implicitly. Martin doesn't just stop at financial planning; he nudges us in the right direction even when we may not feel like it, such as taking care of wills and estate planning. Thanks to Martin, that's all sorted now.

What stands out about Martin is his proactive approach, allowing for regular reviews and adjustments to our plan as needed. We have nothing but praise for Martin - he's an invaluable asset to anyone seeking financial stability and peace of mind."

Since I relocated to Melbourne with my twins three years ago I was referred to My Financial Mentors by an international advisor. I needed to establish a solid financial foundation in Australia, covering everything from super to investments. Martin's advice has been excellent; he understands the nuances of international migration and can navigate the financial complexities. He's not just knowledgeable but relatable; he knows exactly where the pain points lie and offers solutions tailored to my needs.

His method of giving 'homework' ensures that our strategies are always aligned with my evolving financial goals. I recently received the 'Never worry about money' book which Martin wrote specifically for clients in the medical field which I know I will benefit from but with twins and work have yet to read it. Perhaps he could turn it into an audio book. With Martin's guidance, I'm confident I'll achieve financial peace of mind."

"I can't say enough about Martin Morris and My Financial Mentors. Initially, I received financial advice from the previous owner of the business that Martin acquired. Despite the change, I decided to stick with Martin because of his honest and transparent approach to my finances.

Martin isn't just a financial advisor; he's been a pillar of support through some very tough times in recent years. His honesty, integrity, and trustworthiness are unmatched, and I truly appreciate the extreme effort he puts into every aspect of his work and my financial goals and needs.

What sets Martin apart is his dedication to his clients. He always makes time for and provides unwavering support, going above and beyond the realms of traditional financial planning. He handles both my investments and superannuation, offering sound advice and guidance every step of the way.

Overall, Martin is not only a great financial advisor but also a super person. I am extremely happy with the service and sound advice I receive from Martin and My Financial Mentors."

It is not a matter of motivation; it is a choice that one makes. My husband passed away, the financial advisor we had for years sold his business, came across MFM by recommendation. Met with Martin Morris more than once before I decided to sign up with him.

It is a working relationship. MFM reviews existing portfolio, ascertains client’s goals, explains market trends, suggests any changes within portfolio that he would like to implement with client’s approval.

Working relationship with MFM is based on trust. MFM has the expert knowledge of the financial market now as well as the trends and behaviours of market over time. Accordingly, in this working relationship amendments are suggested, discussed and implemented. Professional, flexible, friendly, accommodating, trustworthy.

Having known Martin for over 15 years and being introduced to him by a trusted source, I've entrusted him with my investments, superannuation, and insurances in that time. What sets Martin apart is the unwavering trust I have in him. I have and will continue to confidently hand over my financial world, knowing he understand my goals and has seen to it that I have achieved them.

Martin's conservative approach, mirroring his own financial decisions, reassures me. I consult him for every financial decision, appreciating his realistic perspective and alignment with my goals. Martin's proactive handling of insurances and investments has been instrumental in my journey toward financial freedom and ‘retirement’ readiness. I have referred Martins services to many people and have no hesitation that he will do his best by them, day, night and weekends if necessary.

Upon immigrating to Australia over nine years ago, we were fortunate to meet Martin, and his guidance has been incredibly comforting throughout our financial journey. As newcomers with limited knowledge of the financial landscape, Martin took us under his wing and has since looked after all aspects of our finances with a holistic perspective.

In our time with Martin, we've come to realise that there's simply no comparison to his level of service and expertise. We are thoroughly satisfied with his professionalism, trustworthiness, and approachability. Beyond being our financial advisor, Martin has become a friend.

One of the things we value most about Martin is his forward-thinking approach. Rather than a 'set and forget' mentality, he remains proactive and ensures that our financial strategy is always optimised. We always feel like a priority to him, and that level of care is truly invaluable.

Over the past 25 years, I've had the pleasure of knowing Martin from My Financial Mentors. Prior to working with him, I had never utilised the services of a financial planner. However, after experiencing Martin's exceptional service, I can confidently say that I am extremely satisfied.

What sets Martin apart is his integrity and honesty. He never overpromises and ensures that every financial decision is made with my best interests at heart. His expertise and dedication have not only provided me with peace of mind but have also helped me navigate complex financial matters effortlessly.

I highly recommend Martin and My Financial Mentors to anyone seeking reliable and trustworthy financial guidance. Thank you, Martin, for your unwavering commitment and exceptional service!"

Martin has been an invaluable asset to my financial journey for a decade now. Before meeting him, I had never considered consulting a financial planner. My work in a fly-in, fly-out position left me with financial complexities that I wasn't sure how to navigate. Martin stepped in and organised everything seamlessly. From managing investments and superannuation to ensuring I have the right insurances in place, Martin handles it all with precision.

I was introduced to Martin by a mutual friend, and it's been one of the best recommendations I've ever received. With Martin looking after my finances, I no longer worry about money matters. His genuine interest, helpful nature, and proactive approach make him a standout financial planner.

I wholeheartedly recommend Martin to anyone in search of a reliable and trustworthy financial advisor."

Having known Martin from My Financial Mentors for about three to four years now, I can confidently say that he has become first port of call for all financial matters. Martin oversees all our financial products and has consistently proven to be excellent in his role.

What sets Martin apart is not just his expertise but also his caring and understanding nature. He is always available to address any financial concerns we may have, and his deep understanding of the market ensures that we make informed decisions.

Martin's professionalism and knowledge are unparalleled, making him our first port of call for any financial query or decision. We have recommended Martin to friends and family in the past, and we will continue to do so in the future.

Martin has been an integral part of our financial journey, managing all our financial products with expertise and care. Without a doubt, he is the best financial planner we've ever had the privilege of working with.

What sets Martin apart is his honesty and excellence in everything he does. He approaches each task with thoroughness and empathy, taking the time to understand our needs and aspirations.

We are absolutely delighted with the results Martin has achieved for us to date. His commitment to excellence and his ability to deliver amazing outcomes have made him an invaluable asset to our financial well-being.

"After two years of working with Martin from My Financial Mentors, I can confidently say it was a great move switching from my previous financial planner. What stands out the most about Martin is his dedication and availability. He goes above and beyond by working around the clock, making himself available for meetings or phone calls even after hours.

Martin's service is exceptional, and his depth of knowledge is impressive. I am very happy with the level of support and guidance he provides, which has significantly contributed to my financial well-being.

Martin from My Financial Mentors has been instrumental in my journey towards retirement, although I can't recall the exact duration of our partnership. From the moment I was introduced to him, his professionalism and expertise were evident. He took charge of my superannuation, which was previously stagnant, and transformed it into a valuable asset for my retirement.

Our working relationship has flourished, built on trust and Martin's extensive knowledge in financial matters. I have complete confidence in his abilities, allowing me to adopt a 'set and forget' approach, knowing that my financial future is secure in his capable hands.

Martin has not only helped me navigate retirement planning but has also instilled a sense of peace and confidence in my financial decisions.

Working with Martin on our super has been fantastic. He’s incredibly knowledgeable, always ready to address any concerns we have or find the answers we need. We don’t make any financial decisions without his guidance. He’s consistently gone above and beyond for us, and we couldn’t be happier. What more can I say? We completely trust him with our financial planning!

Martin came into our lives through a business acquisition, and honestly, we couldn't be happier. He owes me a dinner though—not just any dinner, but a big one that I'm planning to starve myself for two days just to make the most of it! On a more serious note, Martin handles our super and investments like stocks and bonds.

He's incredibly knowledgeable, and we really like him a lot. If I had to describe him in three words, it would be lovable, admirable, and reliable. I can only give him a glowing report. He’s always there for us, even when we need a favour or two outside of financial matters. What more could you ask for in someone managing your financial future?

We have known Martin for many years but only appointed Martin and My Financial Mentors as our Financial Planner about 10 years ago.

He has been a fantastic support to me and my wife from the start. Initially brought on to help with our super and estate planning, Martin has assisted us with getting our life insurance in place and introducing us to a lawyer to prepare our wills and related matters. We really appreciate the proactive approach he takes to encourage us to manage our finances with a long-term view in mind - he can be rather persistent!. What stands out the most is that he's not just a financial advisor; he's also a great mentor and has always been patient, reliable, supportive and dependable.” With thanks from Greg & Tracey.

Three years ago, we immigrated to Australia without any in-depth knowledge of the local regulations and financial requirements. We needed someone who could not only review our financial position but also provide a holistic view and some much-needed structure. We found ourselves in unfamiliar territory and it was crucial that our finances were in safe hands to avoid any pitfalls. That’s where Martin comes in. We instantly connected due to his similar life experiences and great local knowledge.

Appointing Martin to look after our investments, super and insurances, meant we wouldn’t make costly mistakes—a common concern for most people. We started a conversation with him and quickly established a foundation of trust. What we really appreciate about Martin is his non-reactive approach. He cuts through the volatile financial noise and keeps us on track, steady and unemotional. We admire his approach; he doesn’t overpromise and always keeps it real. Martin is here for the long haul, not just for a quick fix. He is loyal, trustworthy, and consistent, while being very open to conversation and learning along the way. He doesn’t just push his own agenda or a product; he takes the time to explore and find the right fit for us and our goals.

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."

We moved to Australia in 2006 and after spending time in Perth, Melbourne, and Sydney, we met Martin through a friend. Now back in Perth, Martin handles all our financial assets—super, investments, and insurances. We can't fault him; his advice is sound, our investments have grown, and he’s extremely knowledgeable about the markets. While we can't always implement all the advice—like certain insurances we'd love to take—he makes sure we're well-informed.

Martin initiates proactive catch-ups and is always quick to respond to our questions. Besides being extremely professional and knowledgeable, he's patient with us. He always provides the rationale behind his suggestions and allows us to be collaborators in our financial strategy. It's not just a set-and-forget approach, nor is it a dictatorship. Working with Martin means being part of a thoughtful, engaging financial journey.

We decided to work with a financial planner as we were looking for guidance on how to best manage our finances. Martin has been easy to work with. He is flexible, very approachable and gives advice and explanations freely. Martin leads with integrity and you always feel he is looking out for your best interests. There is no hard sell or the feeling like a particular solution was chosen for the commission.

I was introduced to Martin by a late friend of mine after immigrating to Australia. Since then, Martin has been handling everything in my portfolio except for insurances. I am extremely happy with his approach and availability.

Martin is incredibly patient and a great listener. He has been instrumental in allaying my fears of financial insecurity. His dedication and understanding make me feel confident and secure in my financial decisions. I truly appreciate his support and expertise, and I highly recommend him as a financial advisor."