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Great financial outcomes start with shared values, mentors and planning.
Whether you’re building your career, raising a family, preparing for retirement, or planning your next chapter, we’re here to help you make confident financial decisions at every stage of life.
In the work that we do, we provide three important things to those clients who have chosen to engage us.
Clarity
We help our clients gain clarity by deeply understanding their needs, concerns, and goals, and then guiding them to see what truly matters most in their lives. Our role is to make the complex simple so they can move forward with confidence.
Insight
We bring insight to our clients by combining our experience and specialised knowledge with a thorough understanding of their unique situation. This allows us to offer meaningful guidance that’s truly relevant to their lives and goals.
Partnership
We collaborate with your network of advisers - accountants, solicitors and other consultants to provide a holistic solution to achieve our clients unique and individual goals.
Tailored Financial Advice for Every Life Stage
We work with people at all stages of life, and we know that one size does not fit all. We listen first and then customise the solution that is right for you.
If you already have trusted professionals working for you; accountants, solicitors or other advisors we will collaborate with them to ensure a holistic approach to all your financial affairs.
Defence & Emergency Services
Financial freedom for those who serve.
You’ve dedicated your career to protecting others. Allow us to help protect your financial future.
From deployment and relocations to life after service, your career path looks different and so should your financial plan. We hear so often that recruits leave the defence force with absolutely nothing in the bank. We can change that and ensure you have something to show for your service.
Mentors first. Advisers second.
We could tell you how dedicated we are, how much we care, and how clear our advice is, but we think it means more coming from the people we work with.
Here’s what some of our clients have shared about their experience with My Financial Mentors.
Martin Morris CFP®, FCHFP, BCom (Hons), Bus Economics, MBA, MSc
Founder & Wealth Strategist
Martin brings decades of experience helping Australians make confident financial decisions. As both an advisor and software developer, he’s built solutions that simplify how advice is delivered. From complex wealth strategies to the intuitive Engagement Hub platform. Known for his practical insight (and occasional dad joke), Martin believes financial clarity is the foundation of personal freedom.
Daniel Degrassi
Financial Adviser & Director
Daniel combines deep technical knowledge with genuine empathy for clients’ real-world challenges. Daniel’s approach to financial advice is shaped by experience in both professional and personal. He’s seen what happens when good people face hard times without the right strategies in place, and that insight drives everything he does. Daniel is known for his empathy, calmness, and ability to make complex advice feel simple. Genuine and grounded, he helps clients build confidence, not just plans.
Leora Schleissner
Accounts
Leora is the steady hand behind the numbers at My Financial Mentors. With years of experience managing business and client accounts, she ensures everything runs smoothly behind the scenes. Her calm, methodical approach keeps both the team and clients supported, while her friendly professionalism makes every interaction easy.
Trudi McConnell
Marketing & Strategic Partnerships
Trudi leads the creative and communications side of the business, making sure the MFM brand stays authentic, informative, and relatable. With a background spanning finance, technology, and marketing strategy, she brings clarity and warmth to how clients engage with the firm both online and in person.
Ryan Mitchell
Client Services & Administration
Ryan is the friendly first point of contact for many clients. His attention to detail and proactive approach ensure plans, forms, and follow-ups are completed efficiently. He keeps the process seamless so advisers can focus on what matters most, being there for the clients.
Our Values
Integrity
We do the right thing, even when no one’s looking.
Clarity
We make financial concepts clear, not complicated.
Partnership
We measure success by your outcomes, not our transactions.
Curiosity
We keep learning so we can keep improving.
Advice with a heartbeat.
We are financial mentors.
Our approach is personal, structured, and focused on what matters most: turning your financial goals into a clear, achievable roadmap.
Listen first.
We start with a genuine discovery meeting about your life, goals, and what keeps you up at night.
Clarify and plan.
We analyse your current situation, highlight opportunities, and build a clear action plan.
Simplify the process.
We handle the technical side while you stay in control and informed.
Partner for the long term.
We don’t disappear after the first meeting. We stay alongside you as life changes.
Discovery & Values
Strategy & Structure
Implementation & Coaching
Review & Adjust
Your Financial Roadmap
Financial planning shouldn’t feel like paperwork. It should feel like progress.
We guide you through a step-by-step roadmap:
You’ll know where you’re headed, why it matters, and how to stay on track.