Mondy Financial Services

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About

Giving you the best advice around super, retirement, investments, tax, SMSF, life insurance and Income protection cover.

Story

We are a fee for service Financial Advice company based in the lovely Blue Mountains. We offer advice across all aspects of financial planning including Self Managed Super (SMSF), Retirement Planning and insurance. We will always try to offer you the most appropriate financial strategy for your current circumstances and future goals.

Impressum

Adam Mondy owns Mondy Financial and is an authroised rep of Lifespan Pty Ltd (AFSL 229892) a family owned company.

Address: 3 Grose St, Leura NSW 2780, Australia

Phone: 0431 517 455

Website

ua.moc.sfydnom@mada

State: New South Wales

City: Leura

Zip Code: 2780

Opening Hours

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: 9:00 AM – 5:00 PM
Sunday: Closed

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Reviews

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

 10 years ago (27-09-2014)

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