ABOUT US

Established in 2010, Mondy Financial Services is a boutique financial advisory business located in the picturesque Blue Mountains, just west of Sydney. We to cater to clients across all states, providing personalised and effective financial planning solutions.

As the Director of Mondy Financial Services, Adam Mondy is passionate about helping clients achieve their financial goals. He is licensed with Lifespan Financial Planning Pty Ltd, a privately owned company that operates without any institutional ownership. This allows us to provide unbiased advice and make the best decisions for our clients without any outside influence.

Adam moved into financial planning in 2009 after running and selling a successful client-based business for eight years prior. He has a good working knowledge of financial markets and the potential risks and returns related to these. With first-hand knowledge of lending, futures trading, CFDs, shares, managed funds and investment property, Adam brings a broad knowledge to the table to achieve the best possible outcome for his clients.

He holds an Honours Degree in Rural Science, a Master of Financial Planning, Diploma of eBusiness Computing, Diploma of Mortgage Broking and has achieved his SMSF Association Specialist AdviserTM accreditation.

At Mondy Financial Services, we believe in offering comprehensive financial planning solutions that meet our clients’ specific needs. That’s why we have associations with expert business planners, personal and business accountants, specialist estate planners, solicitors, and lenders who offer invaluable support to our clients when needed. We provide our clients with access to an entire network of financial planning and support services.

Our services include financial planning, superannuation, aged care planning, and much more.

If you’re looking for personalised and comprehensive financial planning services, please fill in the form below and let’s discuss how we can help you achieve your financial goals.