Email

admin@mentorfinancial.com.au

Phone

(08) 9354 6060

Address

2/7 Augusta Street Willetton, WA 6155

Welcome to Mentor Financial Services

Mentor Financial Services is your expert in financial planning and wealth solutions.
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 a financial plan aiming to achieve your goals.

We are not owned by any product provider or institution, so we are able to use any solutions or any products that may be required to meet your best interests.

We are small enough to provide personal service and be flexible in meeting your specific needs, whilst also having enough resources and networks to service your full financial requirements.

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What we do

  •

    Superannuation and Retirement Planning

    Today there are six taxpayers to every one pensioner. In 15 years’ time there will be an estimated three taxpayers…

  •

    Risk management and Personal Protection

    Whilst we are all naturally optimistic about our future, and that of our family, history has proven time and again that the unexpected occurs…

  •

    Wealth Accumulation and Investments

    If you have money that’s uncommitted or future goals that you don’t know how to reach, and are keen to make your resources work as hard as possible…

  •

    Debt and Cashflow Strategies

    Most Australians require debt at some point of their lives in order to afford the things we require, but it can be a difficult balancing act…

  •

    Estate and Generational Planning

    Families are important to us all, and like you, we place great importance in ensuring that your hopes for your family, businesses and your own legacy are planned and cared for…

Testimonials

Stephen

Blasting specialist
Mentor provided (and continue to provide) me and my family with caring support & diligent advice.  Together we have been dealing with tragic family circumstances and a complex set of affairs. The guidance from Mentor has been invaluable.

Graham & Shirley

Retirees
We have been clients for many years and have always found Mentor’s ongoing advice and services to be professional while retaining a friendly approach.

Brian & Margaret

Retirees
As a family we were navigating difficult financial challenges.  Thankfully we engaged with Mentor and found a pathway forward.

Shaun

Mining logistics
I’ve always been impressed with the excellent strategic investment advice and ongoing care taken with research to back-up their recommendations whilst maintaining exceptional personal service.

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