Have your cake and eat it too
- Build your wealth without impacting your lifestyle
- Privately owned – not aligned to any banks or institutions
- Collaborative and personalised approach
- Achieve clarity through highly tailored financial modelling
- Fee for service
- End to end delivery
It takes an expert to plan a bright future that allows for a life in the present.Book a free appointment
Montara goes above and beyond. They shoot straight and give honest advice, which made me very confident in working with them.
GREG O’CONNOR, MONTARA CLIENT
Take your first step to financial freedom
If you’re looking to enjoy the life you deserve now and your future, spend an hour getting to know the financial experts who can develop that plan for you.
It was clear from the start that Montara understood where I was and where I wanted to be. They don’t bamboozle me with jargon, and they’re with you for the duration. Perfect for my needs.
Luke, Montara client
About Montara Wealth
Montara Wealth is a privately-owned financial planning company. Being privately owned allows us to start by designing a strategy, not working backwards from a suite of products and sales targets. We have a philosophy of partnership with our clients, which means:
We work for you, not a bank or other financial institution.
We take the time to understand you as an individual, a couple or a family.
We work through every option with you until you’re confident in your choice.
Our job is to make financial planning easy, whether that means translating financial models and products into plain English or meeting you after hours.
5. Full service
We provide full-service advice, including: wealth planning, property strategies, superannuation, flow management, insurance, estate planning
Take control of your financial direction
The first step in taking control of your financial direction is finding a financial planner you can trust. That’s why we offer a free one-hour consultation to all new clients: it’s a no-obligation chance for you to get to know us and for us to get to know you.