Financial Planner North Sydney

Get the confidence you need to make the right decisions for your family’s future.

Making the right decisions to build a stronger future for you and your family can be overwhelming. “Am I doing the right thing?” is a common question to ask yourself.

By demonstrating different options and discussing the impact they’ll have on your future, your Mentor1 financial planner will open up opportunities and give you confidence in your actions.

We’ll share our knowledge so you are completely comfortable taking charge of your money, deciding on what you want to do and know that you are on track toward your goals.

We’ll take the time to get to know you

All of our advisers have both professional qualifications and valuable life experience.

Through this, we know that a ‘one size’ approach doesn’t work, so we tailor our strategies to suit the very different people we work with.

We’ll take time to get to know what you and your family want from life in the next 5, 10 and 20 years and build a plan around that.

We’re here – how often is up to you

As life changes, so do your financial needs. You and your Mentor1 planner will decide how often you need to be in touch via phone, email, face-to-face, newsletters or updates on our website.

Want to know more?

View our short videos to hear more about Mentor1’s approach to financial planning from Liam Diggin and Hamish Pearce.