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Monica Jia

The Wealth Connection Pty Ltd

6 Yrs Experience
Forrest, ACT 2603

Monica has been working in financial services industry for almost 10 years. During this time, Monica has accumulated experience in client services, paraplanning, practice managing and financial advising. Her experience in all areas has made her a guru of the whole advice process. She believes every step of the advice journey matters. Her thorough understanding of these steps has enabled her to be able to provide the best overall experience for her clients.

Monica enjoys sharing the many highs and lows her clients face whilst being able to offer meaningful advice to enable them to realise their aspirations. Her aim is to guide her clients through the journey and provide them with valuable guidance, counsel, and support when they need it most.

Monica is specialised in all areas of pre-and-post retirement planning including Self-Managed Super Funds, Defined Benefit scheme, Retirement and Investment planning, and Personal Insurance strategies. In addition, she has been heavily involved in personal injury compensation cases, with strengths in developing and implementing strategies for maximising compensation payouts, as well as ongoing management of the funds.

Outside work life, most of Monica’s time is taken up by her toddler boy. Once a month she enjoys a quiet afternoon crafting session making cards and scrapbooking while her husband enjoys some father and son time.


  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Advice Fee – Strategy, which is an annual retainer, based on hours, complexity and resources required to service your ongoing needs. This includes meetings, contacts and discussions, Annual Review and Half-Year Update preparation, presentation, and reporting. This fee is usually charged monthly in arrears by regular transfer or as agreed.

Advice Fee – Portfolio, is our second component which is an annual retainer based on a reducing incremental scale percentage (see below), calculated on the value of investment assets on which we are providing ongoing advice. This fee covers portfolio review, preparation, and presentation of advice on any investment changes required, including implementation of the agreed changes. The fee is usually charged monthly in arrears based on the average daily value of your portfolio, during the preceding month, at the aggregated percentage rate for the portfolio value, and normally charged to the relevant portfolio account.

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualifications
    • Master of Business
    • Master of Accounting
  • Languages spoken
    • English
    • Mandarin

The Wealth Connection Pty Ltd

Unit 3, 37 Canberra Ave
Forrest, ACT 2603

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

The Wealth Connection Pty Ltd

AFSL 523317