Case studies

Client Success Stories

As a company, we strive to ensure that our engagement has a positive impact on our clients’ financial lives, so that they can get on with the more important things in life!

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Christine and Jono

What should we do with our savings?

When Christine and Jono first came to Montara Wealth, they'd saved well, but they weren't confident they had saved enough to start investing. And if they had saved enough, they didn't know where best to invest that money to achieve their goals. What they knew was that they’d seen their friends getting ahead while Christine and Jono had been sitting on the sidelines trying to work out their investment options. “We felt we had a lot of money in the bank that was just sitting there and doing nothing,” says Christine. “That propelled us to get professional advice to find out how our money could work for us.”

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Jesse

In 2002, Jesse* was offered a redundancy package. Included in the package was an optional meeting with a financial planner.

While her manager encouraged her to take up the offer, Jesse had some concerns about meeting with a financial planner. “I’m Chinese and financial advisory had never come across my mind. My perception at the time was that financial planners are just for wealthy people,” says Jesse.

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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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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 to talk to one of our advisers.