FREE EBOOK

FINANCIAL
STRATEGY CHECKLIST

Download the ebook

Want to save $95,018? Download the eBook to see the strategies you can use to achieve this.

We have put together a Financial Strategy Checklist to guide and remind you of the key aspects that a comprehensive financial strategy should include.

What’s included

About the guide

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 latter stages of their financial lives.

In the guide you will find 8 simple steps to help you prepare your financial strategy:

  • Ensure your budget is up to date
  • Reduce your outstanding credit card debt
  • Review your debt facilities
  • Check you are in the best super for you
  • Money for retirement
  • Evaluate your insurance options
  • Estate planning in order
  • Run your own race.
Download the ebook
David Hancock &
Kathleen Astor

It was clear from the start that Montara understood where I was and where I wanted to be. They didn't bamboozle me with jargon, and they're with you for the duration. Perfect for my needs.

Luke, Montara client

David Hancock &
Kathleen Astor

start today

Get your
free copy of
the ebook.

Please enter your details in the form below and we will send you a copy of the eBook as a downloadable pdf straight away.

By submitting this form, you agree to joining our mailing list which you can opt out of at anytime. Privacy policy

Suite 1, Level 6/309-315 George St, Sydney NSW 2000, Australia
and 5A/193 Darling St, Balmain NSW 2041, Australia

© 2018 ABN 14 625 010 344  All rights reserved | Privacy policy | Advisor Profiles: David Hancock

Google Review

Google Rating
5.0