Our Financial Planning services make planning for your future easy.

Wherever you are at on your financial journey, whether you are just starting out, expanding your investments, or making retirement plans, advice from our qualified Financial Planners can help you achieve your goals sooner.

Making the right decisions to build a stronger future for you and your family can be overwhelming. By demonstrating different scenarios and discussing the impact they can have on your future, your MENTOR1 Financial Planner will assist you to create the life you may never have thought possible.

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Our Process

MENTOR1 Financial Planners look at your current financial situation, help you identity your financial goals and develop a financial plan to meet your needs. Like you, your financial plan will be unique, tailored to your circumstances, and at each decision point you stay in charge of your future.

Mentor 1 Financial Planning
Getting to know you

In the first complimentary session we will ask questions about your current finances, so we can work out exactly how we can help you. We’ll give you a few things to think about, along with some financial strategies to consider.

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Putting a plan together

Once you decide you would like to continue with us, we will present you with a Statement of Advice and recommend the strategies you need to achieve your financial goals. We make sure the plan is implemented and that you are confident with the decisions you’re making.

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Keeping in touch

Your Financial Planner will meet with you as agreed to make sure your objectives are still on track. If your circumstances change, we will work out whether we need to alter your financial plan. We will keep you up to date with regular communication.

Our Services include:

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Retirement Planning

Retirement may seem like a long way off, but putting money into super now, is a tax effective way to invest your money. We will help you set realistic and achievable goals to help you live the retirement you want.

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We make sure you get the most from your super. We can assist with rolling over or consolidating your superannuation. Focusing on your superannuation, ensures that it becomes a valuable part of your saving and retirement strategy.

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Estate Planning

Estate Planning gives you peace of mind, ensuring that the people you care about are looked after if something happens to you. More than just a Will, estate planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.

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Personal Insurance

Every successful financial plan has a back-up plan. Choosing the right insurance is vital. Insurance can future-proof your finances and help you and your loved ones navigate through life’s more difficult times.

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Business Insurance

Ensuring that your business, staff and products or services are protected with insurance to meet your unique needs is essential. We can help you decide on the best insurance options, to protect your business.

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Investment Solutions

We customise strategies that best fit your investment goals. By understanding your investment objectives, we will help you clarify your risk tolerance and we’ll take the time to ensure you understand the different options available.

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Debt Management

We will work with you to minimise bad debt and optimise good debt so that you can move forward with financial confidence.

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Cashflow and Budgeting

Budgeting helps you take control of your finances. Let us show you how to spend less, save more, and achieve your financial goals faster.

Start making smarter financial decisions

For an obligation free discussion about how we can secure your financial future please contact MENTOR1 FINANCIAL ADVICE today.