get started today

Let us help develop your financial strategy

As a privately owned financial planning company, we strive to ensure that through our strategic advice process we have a positive impact on our client’s financial lives, so that they can get on with the more important things in life!


Featured publications

the right advice

Why work with Montara?

financial clarity

Strategic Financial Modelling

Understanding the potential outcomes of your financial decisions before you make them, provides our clients with genuine clarity and confidence to move forward. Montara Wealth’s strategy-based approach allows our clients to test the waters with various strategies, before deciding which pathway works best for them

Qualified expertise

Holistic advice

Our team is highly qualified and has years of experience helping clients develop and execute financial strategies. Due to our relationships, we also have access to experts in other financial disciplines that can add value to our engagement – such as solicitors, property professionals and mortgage advisors.

Professional implementation

End to end delivery

At Montara Wealth, we don’t just come up with great financial strategies only to leave you to implement these concepts to your own. Our team of independent financial planners / advisers in Sydney understand the value of time in today’s time poor world and will work with you to implement your strategy from beginning to end.

our process

How we work with you

  • Initial meeting

    Get to know you

  • Review cost proposal

    Establish value and present specific engagement costs

  • 1st strategy meeting

    Strategy meeting – workshop financial strategies

  • Strategy revisions

    2nd strategy meeting – review and re-work potential options

  • SOA review

    Present advice in a formal document – Statement of Advice (SOA)

  • Complete paperwork

    Complete documentation and begin implementation

  • Manage Implementation

    Project manage implementation across all key stakeholders, including you the client, financial institutions and external parties such as banks and solicitors

  • Ongoing reviews

    Work with you on an ongoing basis to refine & develop your financial strategy

montara wealth

Who we are

Montara Wealth is a privately owned financial planning company that aims to educate, collaborate and implement life-changing financial strategies for our clients. Through our analytical and personal approach, we work with our clients to help them identify and develop strategies to meet their individual needs.

help at every step

Our services

Our approach to financial planning is both comprehensive and holistic in nature. At the core of what we do is a highly tailored and strategic approach, which puts our clients objectives first. Great financial planning is about listening and collaborating, not selling financial products.

  • Select an option

    Cash flow management

    More

    Strategic investment modelling

    More

    Tax planning concepts

    More

    Asset protection strategies

    More

    Superannuation strategies

    More

    Investment Property strategies

    More

    Share investment strategies

    More

    Estate planning strategies

    More

    Borrowing strategies

    More

Cash flow management

More

Strategic investment modelling

More

Tax planning concepts

More

Asset protection strategies

More

Superannuation strategies

More

Investment Property strategies

More

Share investment strategies

More

Estate planning strategies

More

Borrowing strategies

More

wherever you’re at with planning, we’re here to help

view our case studies

wherever you’re at with planning, we’re here to help

view our case studies

Testimonials

Hear from Montara Clients

David is an honest, accomplished financial advisor who takes the time to listen and understand his clients so he can provide a very personalised service. Our experience has been very positive and I would recommend him to anyone.
Carolyn, 46-55
David cares about his clients and goes above and beyond to look after them. He is a straight shooter and gives honest and candid advice which gave us confidence in him and his company. Very happy with the service and look forward to the next deal!
Greg, Under 35
David and his team are just fantastic! They worked tirelessly to find the best option for my situation now and into the future. I look forward to working with David in the future.
Anika, Under 35
An overall good experience and a worthwhile exercise. David had strong views on the financial strategy and was very articulate in explaining the reasons why.
Jason, 46-55
David has provided my financial advice, real estate planning and management for the last three years. He is easy going, honest, hardworking and always available. I have highly recommended David to several close friends and would happily continue to do so. His support to me, given my hectic lifestyle, stands him apart from most of his peers in this industry.
Sam, Under 35
I felt from the start that David really understood where I was and where I wanted to be. He just gets it and he doesn't bamboozle you with jargon. On top of that I wanted someone to be there for the whole ride, not set and forget. For these reasons he is perfect for my needs.
Luke, 35-45
David and his team have provided extremely helpful advice and helped us secure our first investment property, consolidate our super and budget for the future.
James, Under 35

grow your wealth

Start today

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

Independent Financial Advisers, Planners in Sydney – Montara Wealth

Suite 1, Level 6, 309 George Street, Sydney NSW 2000 | GPO Box 4473, Sydney NSW 2001

Montara Wealth Pty Ltd, ABN 14 625 010 344 is a Corporate Authorised Representative of Spectrum Wealth Advisers Pty Ltd. License No. 334400

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