Adam Mondy

Mondy Financial Services Pty Ltd

Gold

15 Yrs Experience

Hazelbrook, NSW 2779

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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 make the best decisions for our clients without any influence from financial institutions unlike approximately 80% of financial planners.

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

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.

5.00 August 2020

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.

5.00 June 2020

Adam has advised me how to prepare for retirement, giving me the best options for my superannuation, shares and investments. He is very knowledgable and has made me confident that my money is giving the best possible return at a risk level that makes me feel comfortable. He points out aspects that I had not considered, showing insight that appreciate.

5.00 October 2019

I have found Adam to be impartial and knowledgeable. I feel more confident in my financial position and moving towards retirement with Adam's advice and help.

5.00 April 2015

Exceptional service. Great advise, understanding, caring and knowledgeable. Ability to listen and provide a range of advise and recommendations. Up to date information. Easy to chat to and Adam is a local to the mountain community.

5.00 March 2015

I would totally trust Adam Mondy to give me financial advice that is honest and reliable. He is conversant with my circumstances and takes them into account in any advice he gives.I have and will continue to recommend him to friends and colleagues.

Adviser status Gold
Rating 5.00
Number of reviews 7
First year providing advice 2009
Years of experience 15
Highest qualification
- Master of Financial Planning
Language spoken
- English

Mondy Financial Services Pty Ltd

Suite 1, 197 Great Western Hwy
Hazelbrook, NSW 2779

9:00am – 5:00pm Monday – Saturday

Lifespan Financial Planning

AFSL 229892

Adam Mondy

Mondy Financial Services Pty Ltd

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Mondy Financial Services Pty Ltd

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Lifespan Financial Planning