- Financial Planning & Advice
- Self Managed Super Fund (SMSF) Advice
- Superannuation & Rollover Advice
- Lending Services
- Life Insurance
- Retirement Planning
- Aged Care Advice
- Business Insurance Solutions
- Lending Services
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.
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.
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 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.
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.
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.
Mortgage and LendingOur analysis will ensure you are in the best product for your needs.
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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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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.
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.
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!
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.
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.