Mondy Financial Services

Strategic financial planning is what we love to do.

How you manage your finances now will have a major effect on your quality of life in the future. By choosing us to help with your financial planning, you’re choosing to take control of your future, instead of leaving it to chance.

We analyse your complete financial life and tailor the most appropriate solution to help maximise your future outcomes. As we’re not institutionally aligned (unlike 80% of financial planners), you know we’re acting in your best interests.

Whatever your goals, and whatever your current financial situation, we’ll provide financial planning and investment advice to help you get there.

Contact us now to take the first step towards a better financial future.

There are so many super funds, and everybody seems to have the best one.

There are so many super funds, and everybody seems to have the best one.

Your choice of Super fund is a critical decision that can significantly impact your lifestyle on retirement – for better or for worse. It’s something not left to chance.

We’ll analyse your current superannuation fund and compare it against multiple funds to select the most appropriate super fund for you. We take into account fund performance, fees and your own appetite for risk to identify the best option for you. And unlike 80% of financial advisors, we’re not institutionally aligned so you know we’re working to get the best result for you.

Contact us now to take the first step towards a better financial future.

SMSFAdam Mondy is a SPAA (SMSF Professionals Association of Australia) Specialist Advisor

SMSF’s are a unique and often complicated vehicle and specialist advice is a must. SMSF’s can be highly beneficial for some people in their long term financial life.

Is a SMSF right for you? We’ll review your current financial situation, your anticipated earnings and tax liabilities and your retirement goals to provide definitive advice on the best way forward, then help you set up and manage your SMSF for optimal results.

As we’re not institutionally aligned (unlike 80% of financial planners), you know we’re acting in your best interests.

In addition to Adam, we have professional associations with highly experienced SMSF accountants, auditors, lenders and technicians to bring you unparalleled service and expertise in this area.

Contact us now to take the first step towards a better financial future with an SMSF.

 

Insurance solutions and advice to take the risk out of doing business

Only approximately 9% of business clients have a buy/sell agreement. If you are in business with others you need to know how things will work if there is a forced or voluntary exit. Mondy Financial Services will help you work through this process to make sure all possibilities are covered.

We help you with:

  • Buy/Sell Agreements
  • Exit Agreements
  • Business Expenses Insurance
  • Key Person Insurance

As we’re not institutionally aligned (unlike 80% of financial advisors), you know we’re acting in your best interests.

Contact us now to find out more.

Retirement Planning can start anytime – but the sooner the better

What sort of lifestyle do you want to live after you retire? Now is the time to take control of that future by actively planning for a comfortable retirement – one that you can look forward to.

No matter what stage of life you’re at, there are many strategies for maximising your income, reducing tax and boosting savings. Mondy Financial Services will look at the most appropriate methods for your circumstances to improve your quality of life in retirement.

As we’re not institutionally aligned (unlike 80% of financial planners), you know we’re acting in your best interests.

Contact us now to find out more

What happens to you and your loved ones if the unthinkable happens?

At Mondy Financial Services we understand it’s human nature to avoid thinking about and planning for the unexpected. It’s often a deeply personal subject. We help you identify what’s important in your life and where the risk areas are, and what you’d like to happen when things don’t go as planned. We then find the most appropriate, cost effective solution to give you complete peace of mind.

As we’re not institutionally aligned (unlike 80% of financial planners), you know we’re acting in your best interests at all times.

We can assist you with:

  • Life Insurance
  • Income Protection
  • Trauma Cover

Contact us now to find out more

We will take the mystery out of aged care planning.

If you or a family member are moving to an aged care facility, Mondy Financial Services can help you choose the best solution for your needs. Aged Care can be a complicated area with many pitfalls if not negotiated correctly. We can help you negotiate bonds (if applicable) and calculate the potential costs associated with an aged care facility.

It’s often a difficult time and can be fraught with emotion. We understand this, and will work with you to make the process simple and understandable – with a better quality of life and financial outcome for all involved.

Contact us now to find out more

We research and recommend loans to suit your personal needs.

At Mondy Financial Services, we recognise that securing your home or business with a loan will be one of the biggest financial decisions you will make. We will research residential home and investment loans, as well as business and commercial finance, to provide you with definitive advice on the best option/s to suit your individual needs.

Importantly, as we’re not institutionally aligned (unlike 80% of financial advisors), you know we’re acting in your best interests at all times.

Contact us now to find out more

How Can We Help?

Just fill in the form below
and we'll be in touch