Royal Commission Comments

There’s been significant media attention recently regarding the Royal Commission into the Banking, Superannuation and Financial Services Industry.  The Royal Commission has so far focussed on the big four banks and AMP and has exposed some serious failings in the industry.  Sadly none of this has surprised us and we are disappointed at the conduct of some people in the advice industry, particularly as it has the potential to tarnish the reputation of the entire financial advice industry.  To that end, we welcome the Royal Commission in the hope that it will raise standards within our profession and restore clients’ trust in the financial advice they receive.

We understand that you may have questions about what this all means for The Wealth Mentoring Group so we wanted to reaffirm our position:

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Smith Family Corporate Triathlon

The team at The Wealth Mentoring Group recently turned our focus towards a completely new challenge, taking on the Smith Family Corporate Triathlon Relay Race! Competing in two teams of three, each team member took on the hefty responsibility of completing one of a 400m ocean swim, 10 km road cycle, or 4 km run leg. As the day grew closer, the spirit of friendly rivalry grew ever stronger, competing equally with the growing fear of the unknown! Although our focus was perhaps more on the tapering rather than the training, we all smashed our goals and enjoyed an amazing bonding experience that facing your fears together can bring. We enjoyed a fantastic day out, some of us more than others, and can’t wait to see if we can produce a “personal best” in 2019. It’s amazing what you can achieve if you set your sights on a goal and work towards it!

Welcome to our new website

Our team is proud to launch our new website.  We hope it gives you a sense of who we are and how we work.

We are passionate about what we do – that is, helping our clients identify what is worrying them and developing a plan so that they can stop worrying.  We work in partnership with our clients to develop tailored financial plans.

To our existing clients – we’d like to extend a warm thanks for your ongoing support.  We look forward to continuing our partnership and supporting you in your financial life.

If you are new to us, we hope you give us the opportunity to work with you to achieve your goals.

Feel free to explore our website and if you have any questions, feedback or would like to learn more, please contact us.

Welcome to The Wealth Mentoring Group!