Adam Mondy

Mondy Financial Services Pty Ltd

Gold
13 Yrs Experience
Leura, NSW 2780

We provide advice across superannuation, tax, personal insurance, wealth creation, age care and retirement planning. Adam is also a SMSF Association Specialist Advisor. Director, Adam Mondy, owns the business and is licenced with Lifespan Financial Planning Pty Ltd, a privately owned company which does not have any institutional ownership. This allows us to makeĀ  the best decisions for our clients without any influence from financial institutions unlike approximately 80% of financial planners.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees

I base my fees on the value of the advice to the client and in consultation with them. This may be asset based, fixed, out of super or direct from the client.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Mondy Financial Services Pty Ltd

3 Grose Street
Leura, NSW 2780

Opening hours

  • 9:00am – 5:00pm Monday – Saturday

Licensed by

Lifespan Financial Planning

AFSL 229892