Benefit from our strengths

Over 20 years’ experience

As one of Australia’s first financial planning firms, Monitor Money has provided advice and assistance to individuals, corporations and other professional advisers for well over 20 years.

You can depend on us to provide long-term support.

National presence - local knowledge

We have offices in all capital cities and many regional centres around Australia. Our national presence gives you access to Monitor Money’s professional services no matter where you live, now and in the future.

Global strength and support

We are a member of the global AXA Group. The strength of our parent, AXA Asia Pacific Holdings Limited ABN 78 069 123 011 (AXA), ensures you have access to every possible resource while Monitor Money provides you with the personal service of a boutique firm.
AXA is a publicly listed Australian company and is committed to Monitor Money being one of Australia’s pre-eminent, boutique financial advice firms.

Focus on advice

Monitor Money has always emphasised strategic advice. We believe the strategies we recommend are the most important part of financial planning; there are many ways to generate a return on an investment, but the quality of your strategy will determine whether you achieve your goals.

Specialist skills

In keeping with our philosophy of constantly improving the quality of our service, Monitor Money advisers continually develop specialisations to complement their traditional skills.

All Monitor Money advisers have undertaken specialist training and have been awarded advanced qualifications in the area of Self Managed Superannuation. At Monitor Money we understand knowledge and experience are not enough on their own, so we’ve also made sure the necessary infrastructure is in place to support the provision of advice in this complex area.

Alliances with other professionals

Monitor Money advisers continue to forge alliances with other professionals, including accountants and solicitors. This allows clients of both parties to benefit from enhanced services that could not be provided by one party on its own.

Next – Advantages of Strategic Financial Advice