The Wealth Mentoring Group

Welcome to The Wealth Mentoring Group

We all have times where we feel uncertain and would welcome some professional financial advice.

At the Wealth Mentoring Group, we take on a mentoring role, working with you to remove the worry and provide you with greater certainty.

We are a boutique financial advisory firm that specialise in providing tailored advice solutions to individuals, trusts and self-managed superannuation funds.

COVID-19 Update: Due to the COVID-19 restrictions in Melbourne, our team is primarily working from home. If you need to contact us, please email your adviser or inforequest@wealthmentoring.com.au and we will get in touch with you as soon as we can. Thank you for your understanding as we all adjust to these unprecedented changes.

What We Offer

Look at our bios and you’ll see we bring vast experience to each client engagement.

We simplify the legal and financial jargon by explaining what it means for you.

You’ll benefit from talking to someone who knows what other people are doing in your situation.

We can take a fresh look at your situation, present your options and help you decide what action to take.

Working with us will give you the confidence that your financial affairs are being looked after.

Learn more about Our Services.

Client Wealth Portal

As a valued client of The Wealth Mentoring Group, you can access your personalised wealth portal which will help you connect all aspects of your financial world in one convenient place.

Our team

We are passionate about helping our clients achieve their financial goals.

Our dedicated advisers bring a wealth of experience and formal qualifications to every project we undertake.

Our client services team will ensure that you are looked after at every stage of the process.

Meet our team

Contact Us

We are happy to share our time and expertise with you. Please contact us:

	(03) 9598 3995
	inforequest@wealthmentoring.com.au
	PO Box 261, Hampton VIC 3188
	Unit 2, 35 Willis Street, Hampton VIC

Submit an enquiry

The Wealth Mentoring Group Pty Ltd is a Corporate Authorised Representative of
SGN Financial Pty Ltd
ABN 40 120 395 904 | Australian Financial Services Licence 490523

Financial Services Guide