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.

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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:

1. Freedom

We work for you, not a bank or other financial institution.

2. Relationship

We take the time to understand you as an individual, a couple or a family.

3. Clarity

We work through every option with you until you’re confident in your choice.

4. Convenience

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

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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.