01
Our Mission
To deliver exceptional financial solutions that create value for our clients and foster long-term relationships.
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Our Vision
To be the premier provider of financial solutions, empowering our clients to achieve their financial aspirations.
FINANCIAL PLANNING
For you, your family and your business
Welcome to Mondel, your trusted partner in financial solutions. With over 30 years of experience, our team of experts works closely with you to help you achieve your financial goals.
MONDEL ASSOCIATES
Helping you to achieve financial success
Our services include digital corporate solutions, investment solutions, private family wealth management, tax planning, corporate planning, asset protection, and trust solutions & services. We deliver tailored solutions that are designed to meet the unique needs of our clients.
30
YEARS' INDUSTRY EXPERIENCE
INTRODUCTION
Helping you to achieve financial success
Our team of experts has over 30 years extensive experience in the industry and is committed to delivering tailored solutions to meet the unique needs of our clients. We work closely with each client to understand their goals and provide customised solutions that help them achieve success.
APPROACH
A holistic approach for long-term gain
Our planning structure is designed to help our clients achieve their financial goals through a comprehensive approach that addresses key areas of their financial well-being.
At the center of our approach is planning, which serves as the foundation for everything we do. From there, we focus on four key areas: Corporate Structuring, Tax Efficiency, Wealth Creation, and Asset Protection. By addressing these areas in a holistic way, we help our clients optimize their financial position and achieve long-term success.
Digital Structures
Tokenised digital structures digitise assets and create tokens to represent ownership rights, enabling fractional ownership, liquidity, and transparency in previously illiquid markets.
This innovation has the potential to revolutionise ownership and investing, opening up new opportunities for investors and asset owners alike.
Investment Solutions
Our investment solutions are designed to help you achieve your financial goals, whether you’re looking to grow your wealth, generate income, or preserve your assets.
We offer a range of investment strategies, from equities and fixed-income securities to alternative investments such as real estate and private equity.
Corporate Planning
Our corporate planning services help businesses develop a strategic roadmap for long-term success. We work with you to identify key priorities and develop actionable plans for business growth and sustainability.
Our services include cost and risk management strategies. Our experienced team provides comprehensive support and guidance throughout the planning process.
Tax Solutions
Our tax solutions help individuals and businesses optimise their tax position through tax planning and compliance services.
We offer customised tax optimisation strategies, international tax planning, and services to minimise tax liability and maximise after-tax income. Our experts work closely with you to achieve your financial goals.
Asset Protection
Our asset protection services help safeguard your wealth and assets from potential threats such as litigation, creditors, and fraud.
We work with you to develop a comprehensive asset protection plan that meets your unique needs and helps ensure your financial security.
Trust Solutions & Services
Our trust solutions and services help individuals and families manage their wealth and protect their legacies.
We offer a range of trust and fiduciary services, including trust administration, estate settlement, and asset management, to help you achieve your long-term financial goals.