MONUMENT ADVISORY

WEST PERTH

Monument Advisory delivers advice as they would hope to receive it – comprehensive, for busy small businesses, working couples and those with plenty of purpose wishing for no surprises in the day-to-day and big picture management of their financials lives.

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Money means different things to different people – but unfortunately the financial advice industry neglects the people preferring to focus on their money. Monument Advisory is advice how we would expect it for our own families – proactive, accountable and in partnership.

Dieter Tode

Founder - Certainty Adviser, MONUMENT ADVISORY WEST PERTH

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Our value as advisers is measured on our ability to impact our client’s returns on their life not just their money – we aim to have them living the best life they can with the money they have. Our fees are based upon the value as judged by our clients.

Travis Martin

Founder - Certainty Adviser, MONUMENT ADVISORY WEST PERTH

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Good investment returns and tax savings are poor standards to measure value of advice – they should be a given. We place value on helping our clients prepare for the inevitable and surprise transitions throughout their lives. But ultimately, value has to be determined by them, not us. As does the price they are willing to pay for our value. Jacqui Duke

Certainty Adviser, MONUMENT ADVISORY WEST PERTH

Donna

I’m organised, but too busy, working hard with long hours. I wanted advice without any ‘kickbacks’ or payments that might influence the advice. I want to work on my business, not in the detail of the financials – Travis and Dieter’s team ensure everything is taken care of.

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Susan & Stewart

When you’re running a busy small business, it’s can’t be just about today, it’s what is available to do what we want. We’re good at what we do in business, but we needed an adviser that cares about us, knows us – and provides the full service to get us where we are going.
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MONUMENT ADVISORY

Ground Floor, 24 Kings Park Road West Perth WA AUSTRALIA 6005

1300 566 688

admin@monumentadvisory.com.au

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