Below, you’ll find genuine feedback from our clients, sharing their experiences working with us. Their testimonials reflect the trust, expertise, and personalised guidance we provide.

Please take a moment to read through our client testimonials and see how we’ve helped others navigate their financial journeys.

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.


Adam has advised me how to prepare for retirement, giving me the best options for my superannuation, shares and investments. He is very knowledgable and has made me confident that my money is giving the best possible return at a risk level that makes me feel comfortable. He points out aspects that I had not considered, showing insight that appreciate.


I have found Adam to be impartial and knowledgeable. I feel more confident in my financial position and moving towards retirement with Adam’s advice and help.


Exceptional service. Great advice, understanding, caring and knowledgeable. Ability to listen and provide a range of advise and recommendations. Up to date information. Easy to chat to and Adam is a local to the mountain community.


I would totally trust Adam Mondy to give me financial advice that is honest and reliable. He is conversant with my circumstances and takes them into account in any advice he gives.I have and will continue to recommend him to friends and colleagues.


Adam Mondy has provided me with easy to understand financial advice. He has gone out of his way to ensure that I am comfortable with the decisions that I have made based on his advice, and he keeps in regular contact with me to make sure that my needs have not changed. He is very approachable and nothing is too much trouble for him.


Adam’s advice has been instrumental in my superannuation achieving a very healthy rate of increase over the past 12 months. His advice and recommendations were very appropriate; and he provided me with excellent written material on the various investment options