Mondy Financial Services

Welcome to Mondy Financial Services, your trusted financial advisor located in the beautiful Blue Mountains and Penrith regions. Our mission is to always act in your best interest and provide financial advice that is tailored to your specific needs and goals. We believe in building long-lasting relationships with our clients, based on trust, transparency, and unbiased decisions.

As an independent organization, we have the freedom to provide effective solutions that help you achieve your financial goals, whether you're starting out, retiring, or anywhere in between. With over 55% of our valued clients trusting us through glowing referrals, our dedicated team takes pride in delivering personalised financial solutions that cater to your unique needs and aspirations.

Our Services

At Mondy Financial Services, we offer a wide range of comprehensive financial services designed to help you navigate the complex world of finance. Our expertise and tailored advice encompass:

• Financial Advice: We offer personalised financial advice that takes into account your unique situation and goals. Our approach is centered around helping you make informed financial decisions that will positively impact your future.

• Financial Planning & Advice: Our financial planning services are designed to help you create a roadmap towards your financial goals. By considering your income, expenses, assets, and liabilities, we work alongside you to develop a customised financial strategy.

• Superannuation & Rollover Advice: Our team can provide expert guidance on superannuation funds and rollover options, ensuring your retirement savings are working as efficiently as possible.

• Lending Services: We offer mortgage and lending analysis, ensuring you have the best product for your needs. Our team takes the time to understand your financial situation and recommend options that align with your goals.

• Life Insurance: Our life insurance solutions cater to your specific needs and provide peace of mind for you and your loved ones.

• Superannuation - Self Managed Super Fund (SMSF) Advice: We can provide an analysis to determine if an SMSF is appropriate for you. We offer advice and guidance on setup, administration, and investment strategy.

• Retirement Advice: We provide retirement planning services, working to significantly boost your retirement income and tailoring advice to optimise your age pension, if applicable.

• Business Solutions: Our comprehensive business solutions cater to your unique business needs, offering services such as business insurance, exit agreements, and buy/sell agreements.

What We Do

At Mondy Financial Services, we're dedicated to providing meaningful advice that aligns with your specific needs and goals. As a partner of Lifespan Financial Planning Pty Ltd, a privately-owned company, our advice remains unbiased, free from influence by any financial institutions.

Our services include:

• Tax Planning: Exploring legitimate strategies to help minimise your tax burden, working with your current accountant (if you have one) to optimise your financial situation.

• Superannuation Optimisation: Reviewing your superannuation fees and investment strategy to ensure your savings grow at the optimal rate.

• Estate Planning: Structuring your assets to maximise benefits for your beneficiaries, particularly important for those with complex business or personal relationships.

• Family Protection Planning: Reviewing your insurances to ensure adequate coverage and making significant savings by re-structuring, when appropriate.