Conclusion

Professional boundaries ensures financial mentors maintain safe, ethical, and client-focused relationships. This means keeping interactions professional, respecting emotional and financial limits, setting clear expectations around availability, and referring clients when needs exceed the mentor’s expertise. Mentors must avoid conflicts of interest by prioritising the client’s best interests, remaining impartial, and disclosing any potential influences. Maintaining clear boundaries and managing conflicts protects both clients and mentors, fosters trust, and supports effective, ethical financial mentoring.