SERVICES WE PROVIDE
Financial Advice
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- Financial Planning & Advice
- Self Managed Super Fund (SMSF) Advice
- Superannuation & Rollover Advice
- Lending Services
- Life Insurance
Retirement and
Aged Care
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- Retirement Planning
- Aged Care Advice
Business Solutions
- Business Insurance Solutions
- Lending Services
WHAT WE DO
At Mondy Financial Services, we are dedicated to providing tailored advice that aligns with your specific needs and goals. Our partnership with Lifespan Financial Planning Pty Ltd, a privately owned company, ensures that we can make unbiased decisions in your best interest, without influence from any financial institutions.
We believe in building long-lasting relationships with our clients, based on trust and transparency. As an independent organisation, we can provide effective solutions to help you achieve your financial goals, whether you’re starting out, retiring, or anywhere in between.
Choose Mondy Financial Services to partner with for your financial success.
We are not owned or licensed by an institution (unlike approximately 80% of financial planners), so you know we’re acting in your best interests… Always!
FIND OUT ABOUT OUR PROCESS-
Tax PlanningMany strategies exist that allow a person to legitimately save tax. We can see whether these are appropriate for you. We can work with your current accountant (if you have one) to ensure you are paying no more tax than necessary.
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SuperannuationSuperannuation will grow at a greater rate over time if fees are minimised. We can review the fees you're paying and the investment strategy within your super to make sure its appropriate for you.
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Self Managed Superannuation (SMSF)This can be a powerful strategy for some people. We can provide an analysis to see whether this is appropriate for you and advise on the setup, administration and investment strategy should you go ahead. A significant benefit for some people is the ability to purchase property through their Super.
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Retirement PlanningWe may be able to significantly boost your retirement income with good advice prior to retirement. This could include restructuring your superannuation and advice around aged pension if appropriate.
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Estate PlanningYou can structure your assets to maximise the benefits to your beneficiaries with good estate planning. Anyone with a “more than usual” complexity in their business or personal relationships should look at more than a ‘simple’ will.
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Family Protection PlanningWe can do a full review of your insurances and in most cases make significant savings by re-structuring this so you are paying less out of your own pocket.
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Mortgage and LendingOur analysis will ensure you are in the best product for your needs.
WANT TO GET STARTED?
Try Our Risk Profile Questionnaire
Are you looking to make informed decisions about your investments but not sure where to start?
QUESTIONNAIRESo - you haven’t won Lotto yet?
Our Guide to Financial Benefits will give you an indication of the ways we have helped others in similar situations
GO TO GUIDEOUR BLOG
Read our Blog for tons of useful and informative articles.
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