About
Monetta Financial Services
About Us
We are about long term relationships
We have been in the banking and financial market for over 20 years so we have seen just about everything. Unlike some of our competitors, we are not all about ‘the transaction’. We know from experience, that we get the best outcomes when we form lasting relationships. We all need partners we can depend on. We help you navigate the often daunting financial system to find the best solutions that meet your needs.
At Monetta Financial Services we have developed a holistic approach to finance, which means your needs and goals are front and centre in any of the solutions we develop. Our approach is based on the understanding that life evolves and situations change, often in unanticipated ways. So, you need a partner with the skills to develop flexible solutions and plan that can be adapted to your changing circumstances.
From families to professionals
We work in partnership with you
Whether you are a young professional, self-employed, just starting a family, or a combination thereof, we can help. After 20 years in the industry, we have worked with just about ‘everyone’. We understand how different circumstances impact people and their financial goals. Rest assured, while certain circumstances may be difficult, they are just that – circumstances. And we have decades of experience turning what seem to be obstacles into navigable terrain.
Since 2020 more and more Australians have, or are looking to start their own business. Whether this decision results from a lifelong dream or a necessity, we have been there to offer financial guidance and support. Others are looking for ways to have a healthier work-life balance. We work in partnership with you to actualise and, preferably, exceed your goals. Financing does not need to be complicated, and we have helped so many people achieve their financial goals or dream home.
Stretched for time?
We reduce risk and do the hard work
Whether you are a medical practitioner, surgeon, veterinarian, dentist, allied health practitioner, middle manager or executive we understand. Time is both precious and limited when you are running a practice or business.
Over the decades, we’ve worked with a range of professionals. We have advised on, and understand the kinds of challenges you and your business face. That breadth of experience enables our advisors to anticipate and circumnavigate things so you don’t have to. In addition to minimising risk, we both simplify and reduce any paper or leg work you need to do. In some cases, we can even fast-track the process.
