Mentor Financial Services Group

The value of advice in your stage of life

Peace of Mind

The value of sound financial advice in these challenging times.

Now isn’t the time to
do it alone
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Regardless of where you are in life, it makes sense to have a clear-headed approach to saving, investing and spending. Once you have a clearer understanding of where your money is going, you’ll be in a stronger position to reach your goals sooner.

At Mentor Financial Services Group, we begin by getting to know you and your goals for the future. This involves discussing your financial and lifestyle goals for the future. We also touch on any foreseeable life events such as getting married, buying your first home, having a family, children’s education, any overseas travel, as well as your views of what makes an ideal life in retirement.

These initial meetings also provide the opportunity to ask any questions, so that you too feel comfortable with who we are and what we do. Once we have a detailed understanding of your goals, we’ll work together on a realistic plan that’s designed to make these goals become a reality.