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

Achieving Our First Home.

Christine and Jono had managed to build some savings, however did not know how they should invest it. That's where we came in, helping them build a plan for their future and decide on the best investment strategy for their unique needs.

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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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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.

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