About Us
Your prosperity is
our priority
When you succeed, so do we. Helping you build a personal or professional financial legacy — all while delivering the right solutions and advice — is how we measure success.
Our ethos is built upon providing professional financial advice in a friendly way. Our relationships with our clients are built on trust and loyalty and our services are client focussed.
Our Values
Decisions with purpose
With over 40 years of experience, we have the knowledge to provide you and your business with focused, customised solutions throughout your journey.
We’re focused on building a long-term relationship with you and your team. As a partner in your prosperity, we have the ability to service your financial needs as they evolve over time—and we’re committed to helping you make finacial decisions with purpose and clarity.
Our Services
Mentor is here to guide you through every aspect of your financial landscape
Mortgages and Commercial Loans
Whether you are tied into a long-term product, a product which is due to expire soon or not tied in at all, a catch up with us could help you explore all paths and create a custom plan that suits you to maximise your full financial potential.
Personal and Family Protection
Life/Critical Illness/Income Protection/Private Medical
There are a range of policies which include options to fit different budgets. We believe everybody deserves access to quality protection regardless of their financial situation.
General Insurance
Everyone’s needs are unique, and we will tailor your policy to ensure that you have the exact cover you need to safeguard your assets, liabilities and future.
Aligning wealth-building strategies with your lifestyle goals. Think of us as your personal CFO—there to keep you on track, while always moving you a step closer to your ideal future.
Our Testimonials
Hear what our clients have to say about us
Discover what our satisfied clients have to say about their experiences with our services. We take pride in their feedback and testimonials, which highlight our commitment to excellence and customer satisfaction.
