Mon Financial Services provides personalized financial planning to help you achieve your goals.

What is Financial Planning?
Financial planning involves managing your finances to meet personal or organizational goals. It includes reviewing your current situation, setting future objectives, and developing strategies to achieve those objectives.

Common financial planning activities include budgeting, debt management, investing, tax planning, estate planning, and assessing insurance needs.

The Financial Planning Process
Here is how it typically works:
1. Free initial consultation
2. Letter of Engagement
3. Develop your financial plan
4. Present the plan
5. Implementation
6. Ongoing review and adjustment

How to Get Planning Advice
You have a few options for assistance including:
• self-education, and;
• working with someone who holds the CERTIFIED FINANCIAL PLANNER® designation.

Look for proper credentials such as the CERTIFIED FINANCIAL PLANNER® designation, someone who has experience, reasonable fees, and a fiduciary duty, as well as being registered and approved by The Australian Securities and Investment Commission (ASIC) to provide advice.

Contact Us
Schedule a free introductory consultation to discuss your financial situation and goals.

Cost
Fees may range from $1,500-$5,000 on average. The Letter of Engagement will provide an exact quote before moving forward. Your satisfaction is guaranteed.

Making an Appointment
At Mon Financial Services, we meet with new clients by appointment only. To schedule an appointment:
• Call 02 7227 8405 during business hours, or
• Use our online contact form.

We look forward to learning about your financial situation and goals. Reach out today to start your financial planning journey.