My Financial Mentors is a boutique financial planning firm based in Bondi Junction, Australia, dedicated to mentoring and advising clients in various financial areas such as retirement planning, investments, risk insurance, and cash flow management. Led by a team of experienced professionals, including Martin Morris, Leora Schleissner, Colin Ash, and Rebecca A. Roldan, the firm focuses on empowering clients through a personalized and insightful approach to financial well-being.
With a strong emphasis on Clarity and Insight, My Financial Mentors aims to help clients understand their financial goals and navigate the complexities of financial decision-making. The team’s expertise and commitment to delivering outstanding advice have been recognized through prestigious awards, reflecting their dedication to providing comprehensive financial guidance tailored to each client’s unique needs and aspirations.
Through a partnership approach, My Financial Mentors goes beyond traditional advisory services to become trusted partners, coaches, mentors, and catalysts in their clients’ financial journeys. By fostering informed decisions and offering tailored solutions, the firm ensures that clients receive the support and guidance needed to achieve financial stability, peace of mind, and a legacy of firm financial foundations.