About Us
who we are
Company Profile
With over 40 years of collective experience, we proudly deliver a full range of taxation and accounting services, personally tailored to your financial situation. With an extensive suite of services including tax advice and planning, entity establishment services, self managed super funds, business mentoring and financial planning, our scope of knowledge and expertise allows us to bestow a wealth of financial wisdom to our clients with intelligence, efficiency and care.
We also have direct contact with mortgage and business brokers, risk brokers, conveyancers and solicitors.
who we are
About Our Organisation
Our Mission and Vision
Our mission is to proactively assist and empower our clients to achieve their personal, financial and business goals, by delivering tailored tax and accounting solutions, personalised one-to-one service and ongoing support.
As a modern innovative accounting firm with an holistic approach, our vision is based on building on our new and ongoing relationships, as these are central to our core.
Why The Name Mentor?
In business as in life, the areas of accounting, taxation and financial planning inherently work together. They’re part and parcel of a whole, that also includes legals, insurances and financial management.
As experienced professionals in tax and accounting, we understand this in depth, and proudly employ this insight into all aspects of our services, from tax advice and accounting to financial planning and business mentoring.
The meaning of the word mentor is encapsulated beautifully in this definition:
Mentor – An experienced and trusted adviser.
We value our clients as people, whether individuals, companies or trusts and offer our mentorship not as an extra, but as core to our belief in and provision of great service. This point of difference is so important to us that we wanted our name to say it: Mentor Group – Good People, Great Service.
Our Core Values
Integrity in All We Do
We act with honesty, transparency, and professionalism. Our clients trust us to give clear, ethical advice and to safeguard their financial wellbeing
Client-Centred Service
Every client matters. We take time to listen, understand, and tailor our approach so each person feels supported, respected, and confident in their financial journey.
Excellence and Expertise
We strive for accuracy and thoroughness in every detail—whether it’s a tax return, a complex estate, or a business structure—ensuring our clients always receive high-quality, compliant outcomes.
Guidance and Mentorship
We believe in more than just numbers. We educate, mentor, and empower our clients, helping them make informed decisions that support their goals and future.
Community and Relationships
We value long-term relationships built on care, empathy, and respect. Our commitment is not just to clients, but to their families, businesses, and communities.
Our Team
Accounting Team
Meschel Cains
Director and Principal
Meschel brings forward to Mentor Group over 32 years in public practice. She now oversees all tax planning and retirement issues, reviews all work for compliance and ensures the team are working with the firm’s clients to reach their goals. Meschel also has specialised knowledge in the area of rental investment.
Meschel’s high exposure to public practice gained over 32 years, inspired her early on to become a tax agent. With a determination to create a pathway for success. She started as a bookkeeper, then through studying evenings and gaining her qualifications, she progressed to become a Tax Agent and Accountant. Meschel has also successfully completed her Financial Advising requirements Diploma (RG146) together with Complex Trust, Tax and Property Law courses.
Moving forward, after much hard work, Meschel is now leading Mentor Group into a bright future. Never one to stand on her laurels, Meschel believes in continual professional development. She continues to study in the fields of finance and stays on the cutting-edge of accounting and tax, passing on the benefits to her team and in turn, Mentor Group’s clients.
Member of Institute of Public Accountants
A Fellow of the Institute of Financial Accountants
Sara Beaman
Chartered Accountant
A Chartered Accountant (CA) with over eleven years’ experience, Sara initiated her career as a tax accountant and continued to develop her accounting and Self Managed Superannuation Fund skills. Sara is a Self Managed Super Fund Specialist with an abundance of technical knowledge and has worked across a variety of areas as a CA with clients from a broad range of industry sectors and of varying size and complexity.
Sara’s work with Mentor Group is particularly focused in the areas of Self Managed Superannuation Funds, individual tax returns and tax compliance related matters. She is a valued member of our team and specialist in her field.
Michelle Bailey
Client Services Manager
Michelle joined the team in October 2024 and is working job share part time with the practice. You will find her at reception on a Friday or Monday depending on the fortnight. She has worked in business over 20 years and has a wonderful bubbly personality that will have you laughing in no time. She is proficient in all admin/reception tasks and has settled into the role with ease. If she cannot assist right away, rest assured she will complete your query end to end without fail! Wonderful addition to our Mentor family!
Financial Advisor Team
Luke Broxton
Private Wealth Manager
Luke has worked as a Financial Planner since 2006. His goal is to provide holistic advice to his clients ensuring that they receive the most appropriate strategies and solutions.
Luke holds an Advanced Diploma of Financial Services (Financial Planning) along with the Graduate Diploma of Financial Planning.
Jonathan Henderson
Private Wealth Manager
Jon is a dedicated Financial Adviser with a blend of analytical expertise and a passion for building meaningful relationships. Jon completed a Graduate Diploma of Financial Planning, Accredited Derivates adviser Level 1 and Advanced Diploma of Financial planning.
Lucy Lim
Client Services Manager
Lucy is an accomplished Client Service Manager with an extensive background in the financial services industry, bringing many years of professional expertise. Over the course of her career, she has developed a deep understanding of the intricacies of client relations and service delivery.