Montara Wealth Events

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How to purchase your dream home and afford it!

Zoom

19/06/2024 12:00 pm


Description:
  • Key things to consider before buying or upgrading your home
  • Discuss the steps everyone should undertake to before purchasing
  • Explore the benefits of how financial modelling and how it should be an integral part of any property decision
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Building wealth for retirement – how much do you need?

Zoom

04/07/2024 6:30 pm


Description:
  • Find out the best way to calculate how much you’ll need in retirement
  • What are the best assets to invest in today to ensure you’ll have enough to live comfortably?
  • What are some of the key things you can do to bridge any potential retirement shortfall?
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Is it better to buy a home or an investment property first?

Zoom

23/07/2024 6:30 pm


Description:
  • Enjoy drinks and delicious Merivale Canapes
  • Experience the magic with Jackson Aces
  • Enjoy Chantelle Morrell’s voice

My experience with David, Ethan, and the whole team at Montara Wealth has been positive right from our initial consultation.

January 2021

It’s been a great experience dealing with Montara. David & Ethan are a pleasure and are very professional in their engagement.

January 2021

If you have ever considered speaking with a financial adviser (or even if not) I would highly recommend not putting it off any longer and speaking with David and his team at Montara Wealth.

January 2021

David and the whole team did a fantastic job sorting our my finances and building me a roadmap.

January 2021

David, Ethan and the team are professional, thorough and highly knowledgeable. They have delivered advice which has helped us achieve our immediate goals while maximising our long term strategy. I would highly recommend.

January 2021

Loved working with both David and Ethan. They have certainly helped me with my financial decisions and a plan for the future. Highly recommend the Montara team.

April 2022

For the past 11 years, Montara Wealth have provided me with strategic financial advice concerning my retirement planning and property investments.

April 2021

Montara Wealth really helped me to sort out my finances and find direction with my financial goals. They are kind and always happy to answer any questions.

August 2022

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Financial Advisers & Planners – Hire Fee Based Best Financial Advisors – Estate Planning Firms,
Wealth Management & Advice Experts, SMSF Specialists- Financial Consultant & Strategy that
is Best for You in Bondi, Balmain & Sydney – Montara Wealth

 

Suite 1, Level 6/309-315 George St, Sydney NSW 2000 | GPO Box 4473, Sydney NSW 2001
Montara Wealth Pty Ltd, ABN 14 625 010 344 is Corporate Authorized Representative of Montara Services Pty Ltd Licence No. 526747

Privacy Policy | Licensing Disclaimer | Financial Services Guide | Advisor Profile

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Financial Advisers & Planners – Hire Fee Based Best Financial Advisors – Estate Planning Firms,
Wealth Management & Advice Experts, SMSF Specialists- Financial Consultant & Strategy that
is Best for You in Bondi, Balmain & Sydney – Montara Wealth

 

Suite 1, Level 6/309-315 George St, Sydney NSW 2000 | GPO Box 4473, Sydney NSW 2001
Montara Wealth Pty Ltd, ABN 14 625 010 344 is Corporate Authorized Representative of Montara Services Pty Ltd Licence No. 526747

Privacy Policy | Licensing Disclaimer | Financial Services Guide | Advisor Profile