Welcome to Mon Financial Services. We operate as a distinguished financial planning firm headquartered in Miranda, Sutherland Shire. We are renowned for our consistent delivery of expert financial planning and advice services. Importantly, our dedication lies in empowering both businesses and individuals. We work to help clients attain their financial aspirations and lifestyle ambitions. Mon Financial Services mission revolves around fostering enduring alliances with our clients. We guide them in crafting, safeguarding, and overseeing their financial prosperity and quality of life, extending to their families.

Our expertise spans those nearing retirement, initiating business ventures, taking on debt, transitioning careers, or adapting to new financial dynamics.

Additionally, our financial planners hold the CERTIFIED FINANCIAL PLANNER® designation.

Allow us to assist you in:
– Crafting a tailored investment strategy
– Envisioning a secure retirement plan
– Safeguarding your loved ones’ well-being through risk mitigation advice
– Maximizing the potential of your superannuation
– Navigating your financial roadmap through budgeting and astute management
– For an extensive insight into our operations and transparent fee structure, we invite you to access our Financial Services Guide.

Mon Financial Services office is based in Miranda, New South Wales.

The office provides financial planning advice and service to clients in Miranda, Sylvania, Sylvania Waters, Taren Point, Woolooware, Greenhills Beach, Burrandeer, Lilli Pilli, Yowie Bay, Gymea, Gymea Bay, Grays Point, Kareela, Oyster Bay, Bonnet Bay, Sutherland, Loftus, Woronora Heights, The Sutherland Shire and Greater Southern Sydney.

Please explore our website to learn more about our advisory services and how they can help you. We look forward to assisting you reach your financial planning goals.