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Our Process: From Onboarding to Ongoing Support

What it’s like to work with Mondo Advisory

Here’s what working with us typically looks like: 1. Discovery Call – We learn about your needs. 2. Proposal & Pricing – Transparent, fixed-fee options. 3. Onboarding – You meet your dedicated team. 4. Setup – We connect software, access documents, and align on goals. 5. Ongoing Support – Regular check-ins, reports, and proactive advice. Book a discovery call: https://mondoadvisory.co.nz/ready-for-more