Mondy Financial

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

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.