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Mondy Financial Services

PO Box 7152 Leura NSW 2780
1/197 Great Western Hwy, Hazelbrook NSW 2779

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With Adam Mondy

Our process generally involves two meetings, the first gathering information and talking to you about financial matters and the second “proposal meeting” approximately three weeks later. This meeting outlines broad strategies, any costs and what we can help you with going forward.

Once you’ve booked your appointment with us, you’ll receive emails outlining our full process and how to prepare for the meeting.

 


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.

Danielle Ball

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.

Bronwen Johnston

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!

Natalie Evans

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.

Michele Randall

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.

Paula Forrester