Monica Jia

Monica has been working in financial services industry for almost 10 years. During this time, Monica has accumulated experience in client services, paraplanning, practice managing and financial advising. Her experience in all areas has made her a guru of the whole advice process. She believes every step of the advice journey matters. Her thorough understanding of these steps has enabled her to be able to provide the best overall experience for her clients.

Monica enjoys sharing the many highs and lows her clients face whilst being able to offer meaningful advice to enable them to realise their aspirations. Her aim is to guide her clients through the journey and provide them with valuable guidance, counsel, and support when they need it most.

Monica is specialised in all areas of pre-and-post retirement planning including Self-Managed Super Funds, Defined Benefit scheme, Retirement and Investment planning, and Personal Insurance strategies. In addition, she has been heavily involved in personal injury compensation cases, with strengths in developing and implementing strategies for maximising compensation payouts, as well as ongoing management of the funds.

Outside work life, most of Monica’s time is taken up by her toddler boy. Once a month she enjoys a quiet afternoon crafting session making cards and scrapbooking while her husband enjoys some father and son time.