Financial Mentors

We are a financial planning business based in West Perth and have been providing professional planning advice since 2000.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

* choose the right investment strategy
* plan for your retirement
* protect you and your family
* make the most of your superannuation
* budgeting & managing your money

Financial Mentors

Murray Frean

Practice Principal

Over a 22 year period I have worked as an accountant and financial planner. Many of my clients have been with me from when I started my practice in 2000. I am truly focussed on delivering sound financial solutions and outcomes to my clients that ad value, reduce risk and provide peace of mind. I look forward to meeting with understanding what your needs are and what you are wanting to achieve financially.

Financial Mentors

Services

Individual Tax Return

30 mins

Free

Initial Financial Planning Client Meeting (Fact Find)

1 hour

GST and BAS Preparation

1 hour

Company Partnership and Trust Returns

1 hour

Wills and Estate Planning (Estate Plan)

1 hour

Income Protection and Asset Protection (Insurance Plan)

1 hour

Superannuation and Investments Plan

1 hour

Cashflow. Budgeting and Goal Setting

1 hour

Annual Review

1 hour

Debt Strategy and Management Plan

1 hour

Financial Mentors

Teleconference

Monday

Tuesday

Wednesday

Thursday

Friday

12:00pm - 5:00pm

9:00am - 5:00pm

9:00am - 3:00pm