My Financial Mentors 1 Newland Street, Bondi Junction, New South Wales 2022

Welcome to My Financial Mentors, located in the heart of Bondi Junction on Newland Street. We are an establishment that specializes in finance and insurance, making us a trusted point of interest for individuals seeking financial guidance.

At My Financial Mentors, our approach sets us apart from the rest. We believe in providing clarity to our clients by understanding their needs, concerns, opportunities, and goals across all aspects of their lives. Our dedicated team of advisers spends ample time getting to know you and helping you comprehend the things that matter most to you. With our bespoke planning tools, we create insightful and informative plans that withstand the strictest scrutiny. In fact, we are so confident in our services that we are sure you'll want to refer us to your loved ones – your family, friends, and work colleagues.

We begin our process by envisioning the end result – how much you want to accumulate, by when, and who should be a part of your wealth creation and protection team. We work together to define your boundaries for saving and spending, establish ground rules for risk, and ensure all gaps are covered. We understand that money can bring both pleasure and pain, and we are here to help you navigate the unexpected changes in life. By investing your time with us, you can add a decade or more to your financial life, ensuring a worry-free state of money management and leaving behind a legacy of solid financial foundations.

Insight is another crucial aspect of our institution. Once we have gained an in-depth knowledge of your situation, we apply the insights and education specific to your planning needs. For our business clients, we excel in overcoming mistakes within partnership/shareholder agreements, ensuring fair compensation for personal assets placed at risk. We also help create overnight stock exchanges for company shares during unexpected changes. On the family planning side, we act as advocates and custodians for widows and orphans, ensuring their protection during the scariest of times. Our goal is to provide you with confidence and cash flow, rather than leaving you with a for sale sign on your front gate.

Lastly, we believe in working with our clients as partners. Whether you need a coach, mentor, catalyst, or adviser, we are here to support you. We collaborate with a team of experts who join us in providing exceptional service to our clients. This sense of partnership is designed to accompany you through the various stages of your life. We conduct annual meetings to ensure the strategies and products in place align with your goals and reflect what's important to you. We analyze every detail to find additional lifestyle "play" money while keeping the end game at the forefront of our discussions.

Our services cater to various individuals, including business owners, high wealth families, regular salary earners, and professionals. We all share the same desire – accumulating enough for a well-funded retirement spent enjoying time with our loved ones. Additionally, we strive to leave behind a legacy of financial surplus instead of burdening our surviving family members. Contact us today for a casual discussion at our offices or through Zoom/Teams.

Please note that My Financial Mentors Pty Ltd is an authorized representative (151 280 812) of Madison Financial Group Pty Limited (ABN 36 002 459 001 - AFSL 246679).