Mentor Financial Services

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Our specialities include -

  • Retirement Planning
  • Superannuation
  • Self Managed Super Funds
  • Corporate Superannuation
  • Life Insurance
  • Income Protection
  • Investment advice
  • Savings Plans
  • Business Succession Planning/Business Wills

Mentor Financial Services

We are proud to be associated with Flowers Eddy CPA Accountants.
Please visit their web page by clicking here.

About Us

Mentor was established in 2005 and is a fast growing Financial Services Company which understands our relationship with each client must be based on trust, integrity and professionalism.

Paul Winfield and Rhys MacDonald, our advisers, are fully trained in all aspects of Financial Planning and are committed to truly understanding your individual requirements, from short term to long term, before making any recommendations.

Our objective is to provide clients with the most suitable advice, and guide them to the product which will enable them to meet their long term goals and objectives. With our consultative approach we simplify the thousands of financial products and services currently available.

Mentor and Flowers Eddy CPA have a strong bond and many great connections to our local community and enjoy providing holistic financial services to hundreds of clients with a wide variety of needs. We would love you to be a part of our growing network.

More information about Paul and Rhys are below:

Paul Winfield - Senior Financial Planner (Authorised Representative # 229836) Paul's FSG Part 2. Paul is only available 8am-12pm Monday to Friday.

Rhys MacDonald - Financial Planner (Authorised Representative # 1252808) Rhys' FSG Part 2.

Mentor Financial Services (WA) Pty Ltd is a Corporate Authorised Representative of  NEO Financial Solutions Pty Ltd (AFSL No 385845).