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Why Montara?

  • We take the time to understand you and your goals
  • Our engagement process is transparent, relaxed and collaborative
  • We provide full-service advice including:
    – Wealth planning
    – Property strategies
    – Superannuation
    – Cash flow management
    – Insurance; and
    – Estate planning

Develop your financial strategy today and chart your path to financial freedom

Ben and Melissa

Ben, 43, and Melissa, 39, own an Inner West home which they live in with their 3 children.

They came to us for some guidance as to whether they should upgrade their home, start to build an investment portfolio or both. They were also keen to put their 3 kids through private schooling and we unsure if this would be affordable.

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Andrew and Elizabeth

Andrew and Elizabeth are both 30-year-old professionals working full time.

Andrew is an Investment Manager earning $200,000 p.a and Elizabeth a Researcher earning $120,000 p.a. Although they are not married, they live together and have saved up $250,000 over the last few years.

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Michelle

Michelle, 25, is a Gen Y investor living in Sydney and could not see how she could ever afford to get on the property ladder.

We encouraged Michelle to take an overall look at her financial situation which included an analysis of her budget, superannuation and insurances

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Montara Wealth Suite 1, Level 6, 309 George Street, Sydney

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