Financial Services

We do things a little differently here at My Wealth Mentor, our aim isn't to merely complete a tax return or offer financial advice, we want to understand your goals and assist you in achieving them by way making you accountable.  Our aim is to educate and guide you on the six elements that make up financial planning. These strategies will enable you to live the life of your dreams now and in the future.

Depending on which stage you are at in your life you may need direction to navigate one or all of these elements:

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Wealth Creation

Lost as to where to start with wealth creation?

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Confused when it come to your insurance needs?

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Are you frustrated with the level of debt you have?

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Estate Planning

Estate planning is simply the process of getting your affairs in order.

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Uncertain about what your superannuation balance will be at retirement?

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Retirement Planning

Unsatisfied about the lack of wealth you have accumulated to sustain you in retirement?

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Self-Managed Super Funds (SMSF)

Self-managed super funds are a way of saving for your retirement.

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