SERVICES WE PROVIDE

Are you looking for personalised and comprehensive financial services?

Financial Advice

    • Financial Planning & Advice
  • Self Managed Super Fund (SMSF) Advice
  • Superannuation & Rollover Advice
  • Lending Services
  • Life Insurance

Retirement and
Aged Care

    • 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 Planning
    Many 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.
  • Superannuation
    Superannuation 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.
  • 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.
  • Retirement Planning
    We 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.
  • Estate Planning
    You 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.
  • Family Protection Planning
    We 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.
  • Mortgage and Lending
    Our analysis will ensure you are in the best product for your needs.

Unlock Your Financial Potential!

Join the majority of satisfied clients who discovered us through glowing referrals! Over 55% of our valued clients trust us because of recommendations from friends, family, and colleagues.

We pride ourselves on delivering tailored financial solutions that meet your unique needs and aspirations. Whether it’s retirement planning, superannuation advice, or estate planning, our dedicated team is here to guide you every step of the way.

Experience the difference of unbiased advice and personalised service. Schedule your consultation today and let us help you achieve your financial goals!

MAKE YOUR APPOINTMENT NOW

OUR BLOG

Read our Blog for tons of useful and informative articles.

The Australian Bureau of Statistics report our saving ratio is at a 17-year low – just 1.1% of total disposable income*. Almost half (45%) of Australians ...

Personal concessional contributions are contributions into your superannuation fund from your pre-tax income and are tax deductable. Your concessional cap is th...

Resilience is the ability to quickly recover from setbacks, and while setbacks can come in many forms most of them will have a financial component. So, what can...

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Quote

"Financial peace isn't the acquisition of stuff. It's learning to live on less than you make, so you can give money back and have money to invest. You can't win until you do this."Dave Ramsey

WANT TO GET STARTED?

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Are you looking to make informed decisions about your investments but not sure where to start?

QUESTIONNAIRE

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Your first step to a successful financial journey with Mondy Financial Services

Make an Appointment

We just wanted to thank you again for the time and effort in preparing the Aged Care report – greatly appreciated. Thanks for your advice and guidance at this difficult time. You have lifted the stresses in the process.

Danielle

Adam and Heather’s professionalism has been great. They really listened to us when we had to organise my mother-in-law’s finances when she retired and moved

Adam and Heather from Mondy Financial Services are impressive. As a client for 3 years, they provide a high level of service, and quick response times to my financial needs. All interactions are well informed and professional. Apart from excellent knowledge relating to their subject, their honesty, integrity and caring attitude sets them apart.

Bronwen

Adam and Heather’s professionalism has been great. They really listened to us when we had to organise my mother-in-law’s finances when she retired and moved to retirement accommodation. They took the time to explain the various options available to her and really tailored the solution to provide her with the best possible outcome. The results now see my mother-in-law in the best financial position she’s been in for many years!

Natalie

Adam has been my financial advisor for 3 years. With his guidance I have made changes to my financial arrangements that have increased my earnings and given me the confidence to know that my money is performing at the best possible rate at a risk level that I makes me feel comfortable.

On a more personal level I find Adam to be extremely trustworthy, friendly, patient and very easy to talk to.

Michele

Adam made the process of retiring so much easier. His friendly but professional attitude made me confident that my financial decisions were the correct ones. He was easy to contact and quickly answered any questions. I would recommend Mondy Financial Services to anyone requiring trustworthy financial advice.

Paula

Adam has advised me how to prepare for retirement, giving me the best options for my superannuation, shares and investments. He is very knowledgable and has made me confident that my money is giving the best possible return at a risk level that makes me feel comfortable. He points out aspects that I had not considered, showing insight that appreciate.

Karen

I have found Adam to be impartial and knowledgeable. I feel more confident in my financial position and moving towards retirement with Adam’s advice and help.

Andy

Exceptional service. Great advise, understanding, caring and knowledgeable. Ability to listen and provide a range of advice and recommendations. Up to date information. Easy to chat to and Adam is a local to the mountain community.

Bob

I would totally trust Adam Mondy to give me financial advice that is honest and reliable. He is conversant with my circumstances and takes them into account in any advice he gives.I have and will continue to recommend him to friends and colleagues.

Genie

Adam Mondy has provided me with easy to understand financial advice. He has gone out of his way to ensure that I am comfortable with the decisions that I have made based on his advice, and he keeps in regular contact with me to make sure that my needs have not changed. He is very approachable and nothing is too much trouble for him.

Jane

Adam’s advice has been instrumental in my superannuation achieving a very healthy rate of increase over the past 12 months. His advice and recommendations were very appropriate; and he provided me with excellent written material on the various investment options

Dianne

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