The MondliFin App
Your Financial Life, Organised. From Birth to Beyond.
The MondliFin App is your personal financial command centred designed to support every stage of life, from your child’s first savings goal to your family’s estate transition. Developed by MondliFinGroup, the app bridges the gap between traditional financial services and the modern-day needs of individuals, families and entrepreneurs.
Whether you are budgeting for university, managing your tax returns, planning your retirement or preparing your estate, the MondliFin App provides a structured, secure, and easy-to-use platform to stay in control.
What the App Helps You Do
Track Your Financial Lifecycle
View and manage your journey through seven key financial life stages:
- Childhood
- Youth
- Early Adulthood
- Midlife
- Pre-Retirement
- Retirement
- Post-Death (Legacy)
Each stage comes with guided actions, suggested services, and downloadable resources tailored to your current needs.
Create a Living and Deceased (L&D) Account
Prepare your estate while you’re still alive by logging assets, policies, property, and instructions. When the time comes, this account helps your executor process your estate with clarity and efficiency—saving your family time, cost, and emotional stress.
Access Personalised Tools and Alerts
Receive reminders for tax deadlines, estate updates, insurance renewals, or funding opportunities, based on your life stage. Access digital checklists, will templates, and budget planners, all in one place.
Book Consultations and Services Instantly
Easily schedule consultations with our team of estate practitioners, tax advisors, or business consultants. Secure your appointment and make payments within the app using our integrated payment gateway.
Document Vault
Safely store key legal and financial documents like Wills, ID copies, insurance policies, and business registrations, all encrypted and backed up in the cloud.
Connect Your Family
Give permissioned access to family members or trusted executors so they can manage responsibilities when you are no longer able to.