Financial Advisors Sydney
Secure your future while maintaining your lifestyle
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DOES THIS
SOUND LIKE YOU?
SOUND LIKE YOU?
Are you in your 30s, 40s or 50s, earning good money but still not feeling like you’re getting ahead financially?
- You’re seeing your friends on social media taking those luxurious holidays and wondering what they’re doing differently.
- You want to start a family and buy that dream home—but can’t afford to do both.
- You feel like you’re slaving away at your job, cutting costs where you can, but the savings still aren’t adding up.
- You’re trying to raise kids, pay a mortgage and school fees, and wondering if you’ll ever be able to retire.
- Or maybe, you just want to reduce your tax and grow your wealth as fast as possible.
If any of this sounds like you—don’t worry. We help people just like you every single day.
My experience with David, Ethan, and the whole team at Montara Wealth has been positive right from our initial consultation.
It’s been a great experience dealing with Montara. David & Ethan are a pleasure and are very professional in their engagement.
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.
David and the whole team did a fantastic job sorting our my finances and building me a roadmap.
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.
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.
For the past 11 years, Montara Wealth have provided me with strategic financial advice concerning my retirement planning and property investments.
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.
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.
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 planning in Sydney.
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.
David Hancock
David Hancock is a Director and Senior Financial Planner at Montara Wealth based in Sydney. His role is to oversee the running of the business and ensure the delivery of exceptional service and strategic based advice to clients.
David has extensive experience providing financial advice to organisations and individuals across Australia and the UK. His expertise has seen him featured in various media publications including the Australian Financial Review, Daily Telegraph, Herald Sun and news.com.au
In addition to David’s financial planning role, David is also a Director of the property research company Binnari Property. Binnari was founded in 2012 to provide highly researched and ethical property investment solutions to clients who require property investment as part of their investment strategy.
Outside of the businesses, David enjoys spending time with his family, keeping fit and going out for a good meal with friends. David also likes to dedicate part of his time to charity work, including driving charity initiatives with organisations such as Kookaburra Kids, Starlight Foundation and Birds of Passage.
Ethan Stein
Ethan Stein is a Financial Advisor at Montara Wealth based in Sydney. His role is to build out exceptional strategic advice for clients centred around their financial and lifestyle goals. He also acts as a mentor for other staff as they develop their careers. Ethan is passionate about establishing financially dynamic, long-term strategies for his clients.
Ethan is authorised to give personal financial advice under the Montara Services Pty Ltd (Australian Financial Services Licence number 526747). His ASIC Authorised Representative identification number is 1296175. In his role, he outlines strategies personalised to each client, and then with the assistance of the Montara Wealth team, helps clients implement their strategy for the best long-term results.
Having spent his childhood in the Blue Mountains, Ethan is a keen adventurer and can often be found mountain biking, kayaking, exploring or skiing with his mates. When he isn’t on the go, he enjoys a good dinner and drinks with family and friends or heading out to support the Penrith Panthers.
Ethan holds a Bachelor of Commerce majoring in Financial Planning and Minoring in Accounting. He has extensive experience in business finance and the financial services sector.
Step 1Free no-obligation meeting
In this meeting, we’ll get to know you, ask you about you and your goals and answer any questions you may have. We’re based in Sydney but work with clients all over the country.
Step 2Fee proposal
We present you with an upfront fee proposal. If you’re not 100% comfortable, you’ll have invested nothing but your time.
Step 3First strategy meeting
In this meeting, we dig deeper to discuss your hopes and dreams, and what financial security or financial freedom looks like for you. We discuss your specific financial goals and how to get there.
Step 4 Strategy modelling meeting/s
We prepare several financial models bespoke to your individual circumstances to show you various options to unlock the future you want, outlining what those options would involve today regarding share investing, property investing, super, insurance, estate planning and more.
These models will allow you to see how the decisions you make today will impact you from a cash flow and wealth perspective, giving you the confidence to take action with a certain pathway.
Step 5Develop a statement of advice
We’ll develop a formal statement of advice (SOA) for you to review. This contains our formal financial advice. The SOA will set out everything we’re going to do for you to help you achieve your financial goals.
Step 6Complete paperwork
We’ll prepare all the necessary documents for you to sign and send these to you electronically to make the process as easy as possible.
Step 7Manage implementation
We implement your financial plan including advising on investment strategy, handling cash flow planning, and liaising with your financial institution or third-party service providers who need to be involved in executing your plan. You’ll be involved at every step, but we’ll do the heavy lifting to make things happen.
We’re helped in this by having ready access to the expertise of our sister companies property research firm Binnari Property which specialises in property investment and mortgage broking company Orium Finance which specialises in securing finance.
Step 8Ongoing reviews
We work with you to refine and update your financial strategy as your goals or needs change. We’ll work with you to ensure it's kept up to date and applies to your current financial situation.
How Does It Work?
A good financial planner will start by working with you to understand the life you live today and the life you want to live down the track. They will ask you a series of questions about what’s important to you and your family.
Once they have a good picture of your goals, they will map your current financial position, including your cash flow and future wealth position. They will then model various scenarios where different decisions are made, such as upgrading the family home or paying for private school fees, and develop and compare strategies to fund those decisions.
They will take into account your risk appetite, how ambitious your goals are and how far away you are from retirement when determining whether a conservative or more aggressive investment strategy may be required, how much you may need to save, how your spending may be impacted or how much debt may need to be paid down. This process is collaborative and is based on outcomes, not selling financial products.
Montara Wealth is an award-winning financial planning firm with a team of the best financial advisors in Sydney. We take a highly personal approach to financial planning, navigating the variables and the individual factors to tailor a plan that works for you. Here’s 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!
HOW TO GET TO US
Suite 1, Level 6
309-315 George Street
Sydney NSW 2000
(02) 8330 3733
Monday-Friday: 9:00 AM – 5:30 PM
PARKING AND PUBLIC TRANSPORT
Montara Wealth is a short walk from Wynyard Station and Martin Place Metro Station, with easy access to trains and buses from across Sydney. Martin Place and Circular Quay stations are also nearby. Secure parking is available at Wilson Parking (Pitt Street) and Secure Parking (Bond Street). For public transport info, visit Transport for NSW or use the TripView app.
GETTING TO US FROM NORTH SYDNEY
From North Sydney Take the M1 Metro from Victoria Cross Station on Miller Street. The trip to Martin Place takes just 5 minutes, with trains every 4 to 5 minutes during peak times. From Martin Place, head south along George Street and we are a 3-minute walk away at number 315.
From Chatswood Board the M1 Metro at Chatswood Station heading southbound. The journey to Martin Place takes around 11 minutes. Exit and walk south along George Street and we are a 3-minute walk at number 315, Level 6.
Feel free to contact us if you need help planning your visit.
