Mondy Financial 3 Grose Street, Leura, New South Wales 2780
About the Business
Welcome to Mondy Financial Services, your trusted financial advisor in Leura, Australia. Located on Grose Street, we are dedicated to providing tailored financial advice that aligns with your specific needs and goals. As an establishment focused on finance, we pride ourselves on always acting in your best interest and offering unbiased advice.
At Mondy Financial Services, we have partnered with Lifespan Financial Planning Pty Ltd, a privately owned company. This partnership allows us to make decisions in your best interest, without any influence from financial institutions. We believe in building long-lasting relationships with our clients based on trust and transparency.
As an independent organization, we can offer effective solutions to help you achieve your financial goals, whether you're just starting out, retiring, or anywhere in between. We are not owned or licensed by any institution, ensuring that we always act in your best interests.
Our Guide to Financial Benefits provides examples of how we have helped others in similar situations. Additionally, our blog is filled with useful and informative articles to further educate and assist you.
We understand that making improvements in our lives can be challenging, which is why we are here to support you every step of the way. We also recognize the importance of protecting yourself from personal fraud, and we can provide guidance on this issue.
The value of professional financial advice extends beyond just money. Imagine having someone by your side who knows the ins and outs of financial planning and can help you create a better life. That's what we strive to provide at Mondy Financial Services.
Don't just take our word for it - hear from our satisfied clients. Adam and Heather have received praise for their professionalism, knowledge, and caring attitude. They have helped clients with aged care planning, retirement finances, and overall financial management.
Adam, in particular, has been praised for his guidance and ability to increase earnings while maintaining a comfortable risk level. Clients appreciate his trustworthiness, friendliness, and patience.
Mondy Financial Services is an authorized representative of Lifespan Financial Planning Pty Ltd, operating under Australian Credit License 389328. You can trust us to act in your best interests, always. Visit us at our Leura location on Grose Street or contact us for personalized financial advice.
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Location & Phone number
3 Grose Street, Leura, New South Wales 2780, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Adam Mondy has been my financial adviser for ten years and has helped me in many ways to plan for my retirement and maximise my super entitlements. He even helped me to minimise the tax my beneficiaries would pay on my estate. Adam is always willing to chat about changes in circumstances and to offer support along the way, explaining the reasoning behind his suggestions. Mondy Financial Services isn’t connected to any big banks or financial institutions so that reassures me that his advice is not biased. I would thoroughly recommend Adam to anyone after a professional, friendly and well informed advisor."
"As a recent retiree, I have been concerned to find a financial adviser to ensure that I would not have financial worries in my later life. After considerable research, I settled upon Mondy Financial Services to manage this very important part of my life. From the moment I had my first contact, I was put at ease by the sensitive and professional manner in which my personal needs were addressed by Adam Mondy. Nothing that I have requested of him has been too much trouble and he has gone out of his way to ensure that I felt comfortable at every decision we made together. I have no reservations in recommending Mondy Financial Services to anyone who wants personalised, friendly and professional services. Rosie Barnett"
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