Helping everyday Aussies get ahead
The money strategies the wealthy use shouldn't be gatekept. Most of us were never taught about money at school, so we keep it simple: answer a few quick questions and we'll connect you with an expert from our network who can show you how you could get ahead too.
- Free to use
- No obligation
- All in one place
How we can help
Not sure where to start?
That's what we're here for. Answer a few quick questions and we'll connect you with an expert who can explain your options.
Tax minimisation
Feel like you're paying more tax than you should? A registered tax agent helps you claim everything you're entitled to, within the law.
Debt consolidation
Juggling credit cards, a car loan or personal loans? A mortgage broker can look at whether rolling them into one repayment makes sense for you.
Investment property
Thinking about your first investment property, or your next one? A mortgage broker compares investment loans from the lenders they work with, and explains how the equity in your home could help.
Super
Is your super working as hard as you are? A financial adviser can help you grow it, combine accounts and get ready for the retirement you want.
Financial planning
Want your money working to a plan, not just hoping it adds up? A financial adviser looks at your whole picture: investing, retirement and the big goals.
Why start with My Money Mentors
One place to start
Property, debts, tax, planning and super all start with the same few questions, so you don't have to hunt for different experts.
The right kind of expert
Each request goes to the kind of business that does that work: a mortgage broker, a financial adviser or a registered tax agent.
Free to use
Our service costs you nothing. Brokers are usually paid by the lender; advisers and tax agents charge for their work, so ask about fees first.
You're in control
You're only contacted after you ask and accept our Terms, and there's no obligation to go ahead.
When it pays to talk to someone
Some moments are easier with the right person in your corner.
- Thinking about an investment property. A mortgage broker can explain investment loans, how much you may be able to borrow and whether the equity in your home could help.
- Juggling several debts. A broker can look at whether combining them makes sense. It can lower repayments but may cost more interest over time. If repayments are hard, the free, independent National Debt Helpline on 1800 007 007 can help.
- Tax time, or a new side business. A registered tax agent can make sure you claim what you're entitled to, and set up your business the right way.
- Wanting your money to work harder. A financial adviser can help you set goals and start investing in a way that suits you.
- Thinking about retirement. A financial adviser can help you plan how your super and savings could support you, and how the Age Pension may fit in.
- A big change in your life. A new job, a new baby, a separation or an inheritance is often a good time to get your money organised.
What is your home currently worth?
What is your combined household income?
The right expert gets in touch
- 1They tell you who they are
- 2They answer your questions
- 3You decide what happens next
No obligation to go ahead.
How it works:
Answer a few quick questions in about 2 minutes. We pass them to the right expert in our network, who gets in touch to talk it through.
Common questions
What does My Money Mentors do?
We make money simple. Most of us were never taught about money at school, so we explain things like investment property, combining debts, tax, financial planning and super in plain English. Then, after a few quick questions and with your consent, we connect you with an expert in our network who can answer your questions and help. They contact you directly.
Does it cost anything?
Our service is free. Mortgage brokers are usually paid by the lender, while financial advisers and tax agents charge for their work, so ask about their fees before you go ahead. My Money Mentors may receive a referral fee or other benefit from the businesses we pass requests to. We'll tell you which business received your details if you ask.
Who will contact me?
A business we work with that suits your request: a licensed mortgage broker we work with (for investment property loans and debt consolidation), a financial adviser we work with (for financial planning and superannuation) and a registered tax agent we work with (for tax minimisation). They'll tell you who they are and give you their licence or registration details when they get in touch. You can ask us at any time which business received your details.
How soon will I hear from someone?
Usually within 3 business days, by phone, text message or email, using the details you give us.
Do you give financial advice?
No. We're a referral service, and our website gives general information only. It doesn't take your circumstances into account and isn't credit, financial product or tax advice. The expert you're connected with can talk about your situation.
Is there any obligation?
No. Asking for help doesn't commit you to anything. You decide whether to go ahead with anything the expert suggests.
Can I ask for help with more than one thing?
Yes. Let the expert who contacts you know everything you'd like help with. If you need a different kind of expert as well, email us and we'll pass your request on to them too.
How do I know who I'm dealing with?
Before you go ahead with anyone, you can check them yourself. Mortgage brokers hold, or work under, an Australian Credit Licence (ASIC’s registers); financial advisers giving personal advice must be on ASIC's Financial Advisers Register; and tax agents must be on the Tax Practitioners Board register.
Get the right help in your corner
Not sure where to start? Answer a few quick questions. It takes about 2 minutes, and our service is free.
Get started