Secure your future while maintaining your lifestyle

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DOES THIS
SOUND LIKE YOU?

  • Does it feel like you’re slaving away in your job, but not getting ahead financially?
  • You’re seeing your friends on social media taking those luxurious holidays and you’re wondering what they’re doing differently?
  • Are you wanting to start a family and buy that dream home, but you don’t think you can afford to do both?
  • Or are you raising kids whilst paying off a mortgage and you’ve no idea if you’re going to end up with enough to live off when you ultimately decide to retire?
  • Or, do you just want to reduce your tax and grow your wealth as fast as possible?
  • Don’t worry……we work with people just like you all the time.

view our client stories

My experience with David, Ethan, and the whole team at Montara Wealth has been positive right from our initial consultation.

January 2021

It’s been a great experience dealing with Montara. David & Ethan are a pleasure and are very professional in their engagement.

January 2021

If you have ever considered speaking with a financial adviser (or even if not) I would highly recommend not putting it off any longer and speaking with David and his team at Montara Wealth.

January 2021

David and the whole team did a fantastic job sorting our my finances and building me a roadmap.

January 2021

David, Ethan and the team are professional, thorough and highly knowledgeable. They have delivered advice which has helped us achieve our immediate goals while maximising our long term strategy. I would highly recommend.

January 2021

Loved working with both David and Ethan. They have certainly helped me with my financial decisions and a plan for the future. Highly recommend the Montara team.

April 2022

For the past 11 years, Montara Wealth have provided me with strategic financial advice concerning my retirement planning and property investments.

April 2021

Montara Wealth really helped me to sort out my finances and find direction with my financial goals. They are kind and always happy to answer any questions.

August 2022

See how we've helped people just like you

What does a
financial planner do?

Great financial planning begins with developing bespoke financial strategies to achieve your long term objectives – not trying to flog you a service or product! Montara’s process is collaborative and is solely focused on you, so the advice outcomes will be a combination of your desires and our expertise.

how we work with you

Am I really in the
position to see a financial planner?

Strategic financial planning is about identifying and developing financial direction, something that can take place from a very young age and with limited available funds. We work with clients who are at the very beginning of their financial journeys, through to clients who are preparing for their retirement.

See how we’ve helped clients like you

How do
we charge?

We do not charge for our initial client meeting, as we like to get to know you first and understand how we can add value. Once we’ve understood your objectives and ascertained the potential value we can provide, our team will prepare a cost proposal outlining the specific fees. Only after you’ve signed off on these fees, would you be charged.

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Why Montara?

Great financial planning isn’t all about the numbers

We take the time to get to know you, your goals and your aspirations. Before we get into the numbers, we want to know what makes you tick, your previous financial experiences and what financial success would look like for you. We’ll help you build the life you want to live.

We help you understand the outcomes before you make the decisions 

Understanding the potential outcomes of your financial decisions before you make them, provides you with genuine clarity and confidence to move forward. Modelling various potential strategies allows you to test the waters of various investment pathways, before deciding which approach works best for you.

We don’t just provide you with a great strategy and walk away

We don’t just come up with great financial strategies only to leave you to implement these concepts on your own. Our team understand the value of time in today’s busy world and we work with you to implement your strategies from beginning to end.

How we work with you

Start Today

Speak to our team today to start planning
your financial future

One of our advisors will contact you to discuss the following:

  • Get to understand you and your key objectives
  • Take you through Montara’s approach to developing your financial strategy and how we can assist you
  • Run through any potential costs that would apply if you choose to work with us

We look forward to hearing from you – please enter your details and we’ll be in touch shortly!


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Financial Advisers & Planners – Hire Fee Based Best Financial Advisors – Estate Planning Firms,
Wealth Management & Advice Experts, SMSF Specialists- Financial Consultant & Strategy that
is Best for You in Bondi, Balmain & Sydney – Montara Wealth

 

Suite 1, Level 6/309-315 George St, Sydney NSW 2000 | GPO Box 4473, Sydney NSW 2001
Montara Wealth Pty Ltd, ABN 14 625 010 344 is Corporate Authorized Representative of Montara Services Pty Ltd Licence No. 526747

Privacy Policy | Licensing Disclaimer | Financial Services Guide | Advisor Profile

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Financial Advisers & Planners – Hire Fee Based Best Financial Advisors – Estate Planning Firms,
Wealth Management & Advice Experts, SMSF Specialists- Financial Consultant & Strategy that
is Best for You in Bondi, Balmain & Sydney – Montara Wealth

 

Suite 1, Level 6/309-315 George St, Sydney NSW 2000 | GPO Box 4473, Sydney NSW 2001
Montara Wealth Pty Ltd, ABN 14 625 010 344 is Corporate Authorized Representative of Montara Services Pty Ltd Licence No. 526747

Privacy Policy | Licensing Disclaimer | Financial Services Guide | Advisor Profile