Mondy Financial Services

Established in 2010, Mondy Financial Services is a boutique financial advisory business located in the picturesque Blue Mountains, just west of Sydney. We to cater to clients across the Blue Mountains and Penrith regions, providing personalised and effective financial planning solutions. As the Director of Mondy Financial Services, Adam Mondy is passionate about helping clients achieve their financial goals. He is licensed with Lifespan Financial Planning Pty Ltd, a privately owned company that operates without any institutional ownership. This allows us to provide unbiased advice and make the best decisions for our clients without any outside influence. Adam moved into financial planning in 2009 after running and selling a successful client-based business for eight years prior. He has a good working knowledge of financial markets and the potential risks and returns related to these. With first-hand knowledge of lending, futures trading, CFDs, shares, managed funds and investment property, Adam brings a broad knowledge to the table to achieve the best possible outcome for his clients.