FAQ's

We offer a range of personalised financial services tailored to your specific needs and goals. The key services we provide are:

• Superannuation Advice: Offering guidance on managing your superannuation funds.
• Estate Planning: Assisting with the management and distribution of your estate.
• Retirement Planning: Helping you prepare for a secure and comfortable retirement.
• Comprehensive Financial Advice: Providing tailored advice for various financial situations, ensuring unbiased and independent decisions.

All our services can be viewed here.

We ensure unbiased financial advice through several key practices:

• No conflict: We are not owned or licensed by any financial institution, allowing us to make decisions solely in our clients best interest.
• Partnership: Our collaboration with Lifespan Financial Planning Pty Ltd, a privately owned company, supports unbiased decision-making.
• Client Relationships: We focus on building long-lasting relationships based on trust and transparency.
• Tailored Solutions: We provide personalised financial solutions that align with each clients unique needs and goals.

We are licensed through Lifespan Financial Planning, ensuring unbiased advice.

Mondy Financial Services stands out for several reasons:

• No Conflict: Unlike many financial planners, we are not owned by any financial institution, ensuring unbiased advice.
• Personalised Service: We provide tailored financial solutions to meet individual needs and goals.
• Client Trust: Over 55% of our clients come through referrals, highlighting our strong reputation and client satisfaction.
• Long-term Relationships: We focus on building trust and transparency with clients, aiming for long-lasting partnerships. Around half of our client base have been with us for 5 or more years

You can read our client reviews here.

You can make an appointment with Adam Mondy here and find out about our process here.

Yes, we provide guidance on SMSF setup, administration, and investment strategies.

Absolutely! We assist with strategies to maximise your retirement income, superannuation management, and aged care advice.

Yes, we develop personalised investment strategies aligned with your risk tolerance and financial goals.

We can review your current superannuation fees and investment strategies to ensure they're aligned with your financial goals.

We tailor our advice to your specific needs, starting with an initial consultation, followed by personalised planning and ongoing support. You can see the full process here.

You can start our process here.

You can subscribe to our newsletter and follow our blog for the latest financial advice and insights.

We adhere to strict confidentiality and data security standards to protect your information.

Security and privacy are of paramount importance to us. The information about you that we store on our systems is secure and private.

We have completed and passed a CARR audit. The Cyber Assurance Risk Rating (CARR), is the de facto Australian standard in assessing business risk, when reviewing business
relationships with third party suppliers. CARR provides a global, regional and local view of an organisation’s Cyber Security risk profile and the likelihood of a data breach via third party suppliers.

During our onboarding process and as we work with you over time, we will need to transfer sensitive information between us, as well as have you sign various documents.

For document signing, we use DocuSign document signing software to legally and securely collect approvals online.

Our database and file storage systems are safe, private and secure and can be accessed only by our staff using two factor authentication where available.

All transactions, document lodgements and updates made by our staff are trackable, so we always know where responsibility lies.

Your information remains private. Mondy Financial Services has chosen to be treated as an organisation under the opt-in provisions of the Privacy Act 1988. You can read our Privacy Policy here.

We recommend annual reviews or more frequently if there are significant life changes, such as marriage, retirement, or a new job.

Our clients receive an annual invitation to have a review meeting with Adam Mondy at a time that suits them.