MONUMENT ADVISORY

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

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

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