- Has two investment properties
- Has a clear path going forward and is confident he is building his wealth
- Started building a share portfolio to diversify his wealth
Understanding their situation
Jacob reached out to Montara wanting some direction on how to invest his money as he was unsure what the best strategy was for him personally. Having worked in the defence force, he had saved up some money and wanted to start taking action. He knew that doing nothing was the worst approach but wasn’t sure how to take the first step and wanted the confidence to commit to a plan.
“I had a friend purchase an investment property, so this prompted me to reach out to Montara. My work colleagues spoke highly of the team so that was more than enough to know I was going to have a good experience working with them.”
Given Jacob’s age there were so many opportunities and potential life changes available to him, so we took the time to understand his background, goals, and values. From there we were able to understand key factors to integrate into any strategy such as flexibility, wealth creation, confidence, and ease of management.
“I had a very basic understanding of how I should be investing my money, so I was trusting in Montara’s expertise to ensure I was making the right decisions.”