Mondy Financial Services Blue Mountains in Hazelbrook, New South Wales | Financial planner

Mondy Financial Services Blue Mountains

Locality: Hazelbrook, New South Wales

Phone: +61 431 517 455

Address: 197 Great Western Highway 2779 Hazelbrook, NSW, Australia

Website: http://www.mondyfinancial.com.au/

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01.02.2022 The turn of the calendar year is a popular time for making a new start whether it is committing to a diet, starting an exercise regime or just promising to spend more time with your family and friends. But have you made any financial resolutions? Ask any advisor and they’ll tell you the keys to keeping a resolution are setting specific, measurable, achievable and realistic goals; drawing up a plan focused on those elements within your control; and sticking to it. With Mondy... Financial Services in your corner we can focus on building a plan for you - based on your goals, risk appetite and circumstances and help you stick to it. Get started now https://www.mondyfinancial.com.au/

23.01.2022 Would you like to boost your super account and save tax? Salary sacrifice and personal contributions into super are two ways you may be able to reduce your income tax (depending on individual circumstances). Click here to see how https://www.mondyfinancial.com.au/blog

21.01.2022 The large numbers quoted for aged care accommodation may seem frightening and confusing, but four key points may help to remove your fears: 1. They are refundable 2. Refund is guaranteed by government 3. Paying a RAD may improve your age pension... 4. You don’t need to find all the money as a lump sum. Read our full article on our website https://www.mondyfinancial.com.au/blog or call 0408 608 509 to speak to a member of our team for help.

18.01.2022 Not to be missed!

17.01.2022 A free online summit with 8 x 30 minute talks. Adam will speak at 2pm Friday November 6 and the talk will be available afterwards if you miss it. Click here to join the group. https://www.facebook.com/groups/371985813849735

17.01.2022 In conjunction with Aged Care with Ease we are really excited to invite you to the free online facebook summit Mondy Financial Services Planning for the Future. We have arranged eight fabulous speakers to present a variety topics to help you plan for the future. Looking at topics dealing with financial planning, the aged care journey and self-care under the theme of You Don’t Know What You Don’t Know, the Summit is on 6, 7, 8 and 9 November. We hope you can join us for t...he lives but if you can't the replays will be there for you to watch at your convenience. Just click here to join the group Mondy Financial Services - Planning for the Future https://www.facebook.com/groups/371985813849735 See more

16.01.2022 From all of us here at Mondy Financial Services we hope you have a happy and safe Christmas We look forward to seeing you in 2022

16.01.2022 Funding the 3 Phases of Retirement 1. The Carefree years 2. The Quiet years 3. When we need more assistance Click here to read more... https://www.mondyfinancial.com.au/blog See more

14.01.2022 Reverse Mortgages - A Good Idea? To read about the pros and cons and to see how others have used reverse mortgages click here https://www.mondyfinancial.com.au/blog

12.01.2022 Here are the topics for the upcoming summit - Planning for the Future. https://www.facebook.com/groups/371985813849735 Friday November 6, 10am: You don’t know what you don’t know on the Aged Care Journey Rita Merienne, Aged Care with Ease ... Friday November 6, 2pm: Planning for the Best Retirement Possible Adam Mondy, Mondy Financial Services Saturday November 7, 10am: Aged Care How to pay for it? Heather Shepherd, Mondy Financial Services Sunday November 8, 10am: Complaints and how to do it well Melanie Dancer, Aged Care Insider Sunday November 8, 2pm: Pure Aromatics Support Emotional Wellbeing and Sleep Patterns Robyn Simon, Robyn's Pure Oils International Monday November 9, 10am: Estate Planning: Pitfalls and Alternatives Darryl Browne, Browne Linkenbagh Legal Services Monday November 9, 11am: Fact or Fiction: Is your skin care worth the investment Janita Lloyd, Rodan & Fields Consultant Monday November 9, 2pm: A Functional Approach to Nutrition Melissa Kovacevic, Functional Health Canberra

10.01.2022 What can a Financial Advisor do for me? Contact us today to see how we can make your money work for you. https://www.mondyfinancial.com.au/

10.01.2022 Don't miss Heather Shepherd's 30 minute talk on Saturday at 10am. Sometimes the large figures quoted for Aged Care are frightening. Heather will talk about Aged... Care fees and strategies for paying them. Join the group below to listen live or on replay at your convenience. https://www.facebook.com/groups/371985813849735 See more

10.01.2022 Don't miss Adam Mondy's 30 minute talk on Friday at 2pm. No matter what your starting point Mondy Financial Services can help you maximise your retirement nest egg. Join the group below to listen live or on replay at your convenience. https://www.facebook.com/groups/371985813849735

08.01.2022 Is Aged Care too Confusing? If a parent, partner or relative is moving into Aged Care, this is where we can help. As financial advisers with aged care advice experience we can help to guide you through the process. https://www.mondyfinancial.com.au/blog

07.01.2022 Do you know someone going into Aged Care? We can help with the tough financial decisions. https://www.mondyfinancial.com.au/aged-care-financial-servi

06.01.2022 A free online summit with 8 x 30 minute talks. Heather will speak at 2pm Friday November 6 and the talk will be available afterwards if you miss it. Click here to join the group. https://www.facebook.com/groups/371985813849735

01.01.2022 The Decisions you make today greatly affect your Retirement. Let us help guide you through the choices you need to make and the actions you can take to enjoy your Retirement in the future. www.mondyfinancial.com.au

27.12.2021 The festive season provides families with the chance to slow down and spend time with loved ones, particularly elderly parents. Often during this time, you might notice your parent’s health and independence declining. This might trigger an imminent need to consider what help is available to manage their everyday needs. Mondy Financial Services supports, provides guidance and a neutral voice to families when making decisions regarding the future care of their ageing loved ones.... Call us on 0408 608 509 (Heather) or 0431 517 455 (Adam) to start your discussion today. Click here https://www.mondyfinancial.com.au/blog to read our article 'Christmas brings together families and important decisions' on our website.

17.12.2021 Money is a valuable tool in the world we live today, it allows us to cater to our basic needs and is a pathway to luxury if you so wish. However money is not everything, and some things will always be priceless. Get outside and enjoy the beautiful places we live, spend time with friends and family, because as best we plan, you never know when those moments will cease.

08.12.2021 If you were to ask most 30 year olds who their financial planner is, the typical response might be ‘huh?’ After all, financial advisers are for older people with plenty of money to invest, aren’t they? Well, yes, people nearing or in retirement will benefit from sound advice. But so will younger people. Plus, with the benefit of having time on your side, with some help from an adviser, a 30-something can easily establish a wealth creation plan that can deliver a big payoff for a positive financial future. Stop waiting - head over to https://www.mondyfinancial.com.au/ to start planning today.

02.12.2021 With Australians living longer these days, is it possible to outlive your retirement money? According to the Australian Institute of Health and Welfare, the average Australian can expect to be in retirement for around 20 years. Even if you own your own home and have no debt, you will still have to cover living expenses, medical, food, insurances, utilities and so on... for twenty years. Twenty years! Think about it.... Without adequate planning and an appropriate savings strategy, you may not be able to afford those lifestyle goals you’ve been looking forward to holidays, home renovations, etc., let alone access to emergency cash if the fridge breaks down or your roof springs a leak. We can discuss your retirement plans with you, and work with you to create a retirement savings plan that will enable you to retire without financial worries. Don’t you deserve it after all those years of work?