What our clients have to say
Meet Chesne & Jon, Alison and Piers…
Every year we help over a thousand families and people secure their future. Here is what a few of them had to say about working with us.
Like you, Chesne and John were searching for a financial adviser who really listened to their needs and then made sure their plan gave them a comfortable retirement. This is how things worked out.
When Robert and Alison first met Liam they wanted a financial plan for their retirement. Alison knew how much longer she wanted to work and wanted a planner to listen to their needs and implement an effective retirement strategy… Alison tells us about how Liam helped them on their journey.
Piers has been a client of Mentor1, for over ten years. But initially he didn’t trust financial planners. Because we listened and built a financial plan around his needs, he has now referred over ten family and friends to us. Have a look at his video to hear about how Mentor1 turned him around.
Financially, Phil is very much a “self directed” person and had not needed the services of a financial planner previously. But having met Liam at his North Sydney office he recognised that a financial planning expert could assist him with background research on potential investments and ensure his plans could be implemented quickly and efficiently.
Al Duncan came to Mentor1 for financial planning and advice after realising that his super needed consolidation. He had some funds invested overseas which needed to be brought back to Australia with minimal tax impact.And with a new baby Al also felt he needed to review and probably increase his Life, TPD, Trauma and Income Protection policies. Mentor1 was the firm he chose to help him with all of this as we’re specialists in these areas and located in North Sydney.
If you’d like to find out how a Mentor1 financial planner can help you plan for now and for the future, please call us on 1300 765 811.
We think getting to know each other is essential. That’s why the first appointment with a Mentor1 financial planner is complimentary. In less than an hour we’ll give you food for thought and then you decide when you want to come back.