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.
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.
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.
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.
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.
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.
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
- Number of reviews 7
- First year providing advice 2009
- Years of experience 13
- Master of Financial Planning
Mondy Financial Services Pty Ltd3 Grose Street
Leura, NSW 2780
- 9:00am – 5:00pm Monday – Saturday
Lifespan Financial Planning