IT’S NEVER TOO EARLY TO START PLANNING FOR YOUR FINANCIAL FUTURE.
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Engaging Montara Wealth
How we charge
At Montara Wealth, our fees are based on the time we spend with our clients, not the amount invested.
We do not charge for our initial client meeting, as we like to get to know you first and understand how we can add value.
Once we’ve understood your objectives and ascertained the potential value we can provide, our team will prepare a cost proposal outlining the specific fees.
This relaxed approach allows you to make an informed decision about proceeding, before deciding to come on board.
