GUIDE TO FINANCIAL BENEFITS
HOW WE MAY BE ABLE TO HELPif you haven’t won lotto… 😉
This guide will give you an indication of the ways Mondy Financial Serviceshave helped others in similar situations
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I am under 40
and don’t own a home
I am 50 to 65
and don’t own a home
I am over 75
and don’t own a home
I am 40 to 50
and own a home
I am 65 to 75
and own a home
I am 65 to 75
and don’t own a home
I am 40 to 50
and don’t own a home
I am under 40
and own a home
I am over 75
and own a home
I am 50 to 65
and own a home
Please select what best describes you
You are
under 40
& own
a home
Make sure super is in a cost effective fund so it grows at the best possible rate
With advice around buying an investment property
Start an investment account to give greater returns than a bank account
Look at the advantages of a self-managed super fund
Make sure they have the right type and level of insurance to match their family situation
We have helped others like you:
You are
under 40
& don't own a home
Save for a home deposit
Use super to save tax and boost their home deposit
Budget for a home, holiday, schools fees etc
Make sure super is in a cost effective fund so it grows at the best possible rate
Start an investment account to give greater returns than a bank account
With advice around buying an investment property
Make sure they have the right type and level of insurance to match their family situation
You are
40 to 50
& own
a home
Make sure super is in a cost effective fund so it grows at the best possible rate
With advice around buying an investment property
Start an investment account to give greater returns than a bank account
Save income tax by using a super strategy
Look at the advantages of a self-managed super fund
Make sure they have the right type and level of insurance to match their family situation
You are
40 to 50 & don't own
a home
Save for a home deposit
Use super to save tax and boost their home deposit
Budget for a home, holiday, schools fees etc
Make sure super is in a cost effective fund so it grows at the best possible rate
Start an investment account to give greater returns than a bank account
Save income tax by using a super strategy
Make sure they have the right type and level of insurance to match their family situation
With advice around buying an investment property
You are
50 to 65
& own
a home
Maximise savings and super for retirement
Save income tax by using a super strategy
Save tax for their beneficiaries
With advice around buying an investment property
Assess if they qualify for a 100% tax free super account
Start an investment account to give greater returns than a bank account
Make sure they have the right type and level of insurance to match their family situation
Save for a home deposit
Use super to save tax and boost their home deposit
Budget for a home, holiday, schools fees etc
Make sure super is in a cost effective fund so it grows at the best possible rate
Start an investment account to give greater returns than a bank account
Save income tax by using a super strategy
Assess if they qualify for a 100% tax free super account
Make sure they have the right type and level of insurance to match their family situation
With advice around buying an investment property
You are
50 to 65 & don’t own
a home
You are
65 to 75
& own
a home
Maximise savings and super for retirement
Maximise Centrelink pension entitlements (if applicable)
Save income tax by using a super strategy
Save tax for their beneficiaries
Assess if they qualify for a 100% tax free super account
Set up a regular tax free income stream from their super fund
Assess if they qualify for lump sum payments into super after retiring
Assess whether a reverse mortgage would be advantageous
Plan for funding Aged Care and Home Care
Maximise savings and super for retirement
Maximise Centrelink pension entitlements (if applicable)
Save income tax by using a super strategy
Save tax for their beneficiaries
Assess if they qualify for a 100% tax free super account
Set up a regular tax free income stream from their super fund
Assess if they qualify for lump sum payments into super after retiring
Plan for funding Aged Care and Home Care
You are
65 to 75 & don’t own
a home
Maximise savings and super for retirement
Maximise Centrelink pension entitlements (if applicable)
Save tax for their beneficiaries
Assess if they qualify for a 100% tax free super account
Set up a regular tax free income stream from their super fund
Assess if they qualify for lump sum payments into super after retiring
Assess whether a reverse mortgage would be advantageous
Plan for funding Aged Care and Home Care
You are
over 75
& own
a home
We have helped others like you save $ by:
You are
over 75 & don’t own
a home
Maximise savings and super for retirement
Maximise Centrelink pension entitlements (if applicable)
Save tax for their beneficiaries
Assess if they qualify for a 100% tax free super account
Set up a regular tax free income stream from their super fund
Plan for funding Aged Care and Home Care
Our Financial Services
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40 to 50 50 to 65 65 to 75 Over 75Do you own a home? Yes NoSend
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HOW WE MAY BE ABLE TO HELP
if you haven’t won lotto… 😉
This guide will give you an indication of the ways Mondy Financial Services have helped others in similar situations
Make sure super is in a cost effective fund so it grows at the best possible rate
With advice around buying an investment property
Start an investment account to give greater returns than a bank account
Look at the advantages of a self-managed super fund
Make sure they have the right type and level of insurance to match their family situation
Save for a home deposit
Use super to save tax and boost their home deposit
Budget for a home, holiday, schools fees etc
Make sure super is in a cost effective fund so it grows at the best possible rate
Start an investment account to give greater returns than a bank account
With advice around buying an investment property
Make sure they have the right type and level of insurance to match their family situation
Make sure super is in a cost effective fund so it grows at the best possible rate
With advice around buying an investment property
Start an investment account to give greater returns than a bank account
Save income tax by using a super strategy
Look at the advantages of a self-managed super fund
Make sure they have the right type and level of insurance to match their family situation
Save for a home deposit
Use super to save tax and boost their home deposit
Budget for a home, holiday, schools fees etc
Make sure super is in a cost effective fund so it grows at the best possible rate
Start an investment account to give greater returns than a bank account
Save income tax by using a super strategy
Make sure they have the right type and level of insurance to match their family situation
With advice around buying an investment property
Maximise savings and super for retirement
Save income tax by using a super strategy
Save tax for their beneficiaries
With advice around buying an investment property
Assess if they qualify for a 100% tax free super account
Start an investment account to give greater returns than a bank account
Make sure they have the right type and level of insurance to match their family situation
Save for a home deposit
Use super to save tax and boost their home deposit
Budget for a home, holiday, schools fees etc
Make sure super is in a cost effective fund so it grows at the best possible rate
Start an investment account to give greater returns than a bank account
Save income tax by using a super strategy
Assess if they qualify for a 100% tax free super account
Make sure they have the right type and level of insurance to match their family situation
With advice around buying an investment property
Maximise savings and super for retirement
Maximise Centrelink pension entitlements (if applicable)
Save income tax by using a super strategy
Save tax for their beneficiaries
Assess if they qualify for a 100% tax free super account
Set up a regular tax free income stream from their super fund
Assess if they qualify for lump sum payments into super after retiring
Assess whether a reverse mortgage would be advantageous
Plan for funding Aged Care and Home Care
Maximise savings and super for retirement
Maximise Centrelink pension entitlements (if applicable)
Save income tax by using a super strategy
Save tax for their beneficiaries
Assess if they qualify for a 100% tax free super account
Set up a regular tax free income stream from their super fund
Assess if they qualify for lump sum payments into super after retiring
Plan for funding Aged Care and Home Care
Maximise savings and super for retirement
Maximise Centrelink pension entitlements (if applicable)
Save tax for their beneficiaries
Assess if they qualify for a 100% tax free super account
Set up a regular tax free income stream from their super fund
Assess if they qualify for lump sum payments into super after retiring
Assess whether a reverse mortgage would be advantageous
Plan for funding Aged Care and Home Care
Maximise savings and super for retirement
Maximise Centrelink pension entitlements (if applicable)
Save tax for their beneficiaries
Assess if they qualify for a 100% tax free super account
Set up a regular tax free income stream from their super fund
Plan for funding Aged Care and Home Care
Your information is transmitted securely and will be kept private and will never be sold or given to any other party. You will not receive spam emails.
Please see our Privacy Policy.
See our Financial Services
Mondy Financial Services Pty Ltd • Authorised Credit Representative 403297 • Australian Credit Licence No. 389328 • Authorised Rep No. 403535
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