Meet with our Financial Advisor, Paul, who will recommend a strategy for you after carefully considering suitability for your individual situation for your superannuation fund or retirement investment.

After mutually agreeable discussions with Paul, Mentor Financial Advisors in conjunction with Grzic Partners you can complete:

  • The setup of your Fund
  • Accumulation Funds
  • Pension Funds
  • Actuarial Certification
  • Audit
  • Special Assistance advice
  • Financial account and Tax Return Preparation and Lodgement
  • Tax planning
  • SMSF Regulatory advice to Trustees considering borrowing through a SMSF

Packaged administration services for SMSF reporting, Annual Compliance, Regulatory Return and Technical assistance with superannuation funds and pension issues are also offered.

Contact us today to discuss how we can work together: (02) 9647 2008 or email us at

Have a Question?

Contact us to book your initial free no-obligation consultation with our expert advisors.