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
OUR 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.

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?

QUESTIONNAIRE

So - 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 GUIDE

OUR BLOG

Read our Blog for tons of useful and informative articles.

How does Australia's pension system stack up?

Worldwide we are living longer, and population ageing is picking up pace. In 2020 the number of people aged 60 and older outnumbered children under 5 years. In ...

READ MORE

5 Common Mistakes That May Ruin Your Retirement

The nature of work has changed significantly. As it evolves, how we define retirement is changing along with it. Back in our parent’s generation, the word ret...

READ MORE

The key to financial success is more than just numbers!

Money, finances, investments… it is easy to see why, logically, financial success could be considered a numbers game. However, real financial success requires...

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"Financial success is a marathon, not a sprint. It requires patience, discipline, and the right mindset to reach the finish line."David Bach
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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.

Danielle Ball

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 Johnston

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 Evans

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 Randall

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 Forrester