OUR GOAL
We are committed to building long-lasting relationships with our clients, providing them with trusted advice and guidance throughout their financial journey.
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.
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.
Find out about our process
7 Steps to Financial Success
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WANT TO GET STARTED?
Try Our Risk Profile Questionnaire
Are you looking to make informed decisions about your investments but not sure where to start?
QUESTIONNAIRESo - you haven’t won Lotto yet?
Our Guide to Financial Benefits will give you an indication of the ways we have helped others in similar situations
GO TO GUIDE