Want to know how you can live for today and build for tomorrow? Yes, maybe it's possible to have your cake and eat it too!
We’re privately owned financial advisors who work with our clients to help them take control of their futures. Working with advisors who aren’t aligned to any particular financial institution gives our clients confidence that they are on their true path.
And while our eye is firmly on the future, we understand how important it is for our clients to enjoy their lifestyle today.
Who we work for
Our clients are individuals and families ready to achieve goals. They want to partner with experts who ask the right questions to draw out those goals, and who then design an understandable, manageable financial strategy to achieve them.
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How we work
We have more than just a deep understanding of financial products and models. We understand people. We’ll work with you to understand how you live (and want to live) now, as well as develop strategies to achieve your vision for the future.
Our expertise is broad, including cashflow modelling, developing share portfolios, investing in property, superannuation strategies and tax efficiency. We’re also able to draw on the expertise in our sister companies — companies specialising in mortgage lending and specialist investment property advice.
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At Montara Wealth we work with clients who are at the very beginning of their financial journey, through to clients who are preparing for the later stages of their financial lives. Contact us today via the form below for a no obligation consulation or call 02 8330 3733 to talk to one of our advisers.