SERVICES WE PROVIDE

Are you looking for personalised and comprehensive financial services?

Financial Advice

    • Tailored Financial Planning & Advice
  • Superannuation & Rollover Advice
  • Lending Services
  • Life Insurance

Superannuation

    • Super Rollover Advice
  • Self Managed Super Fund Advice
  • Tax Benefits
  • Retirement Advice

Business Solutions

  • Business Insurance Solutions
  • Lending Services
  • Exit Agreements
  • Buy/Sell Agreements
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.

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.

WAIT! Before You Buy That...

Will this purchase bring lasting value to your life, or is it just a fleeting desire? Will it move you closer to financial security, or set you back? Modern mar...

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Five great tips for your first week of retirement

So, you’ve had your farewell party, and your ex-colleagues have sent you on your merry way. Come Monday morning, you shouldn’t be asking yourself, “What s...

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Planning for the cost of education for your kids (or grandkids!)

It’s not realistic to put a dollar sign on the cost of your child’s or grandchild’s future. But calculating the cost of education can help you draw a clos...

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VIEW MORE

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

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REVIEWS

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
… (next quote)

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