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Which is a better investment, property or shares?

Try Googling ‘which is a better investment, property or shares’ and it’ll return pages of conflicting information written by many driving their own self interests. So, what is the better investment – property or shares?


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How can we help?

What we do

Our approach to financial planning is both comprehensive and holistic in nature. At the core of what we do is a highly tailored and strategic approach, which puts our clients objectives first. Great financial planning is about listening and collaborating, not selling financial products.

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the right advice

Why work with Montara?

financial clarity

Strategic Financial Modelling

Understanding the potential outcomes of your financial decisions before you make them, provides our clients with genuine clarity and confidence to move forward. Montara Wealth’s strategy-based approach allows our clients to test the waters with various strategies, before deciding which pathway works best for them.

Qualified expertise

Holistic advice

Our team is highly qualified and has years of experience helping clients develop and execute financial strategies. Due to our relationships, we also have access to experts in other financial disciplines that can add value to our engagement – such as solicitors, property professionals and mortgage advisors.

Professional implementation

End to end delivery

At Montara Wealth, we don’t just come up with great financial strategies only to leave you to implement these concepts to your own. Our team of financial planners and advisers in Sydney understand the value of time in today’s time poor world and will work with you to implement your strategy from beginning to end.

wherever you’re at with planning, we’re here to help

view our case studies

wherever you’re at with planning, we’re here to help

view our case studies

our process

How we work with you

  • Initial meeting

    Get to know you

  • Review cost proposal

    Establish value and present specific engagement costs

  • 1st strategy meeting

    Strategy meeting – workshop financial strategies

  • Strategy revisions

    2nd strategy meeting – review and re-work potential options

  • SOA review

    Present advice in a formal document – Statement of Advice (SOA)

  • Complete paperwork

    Complete documentation and begin implementation

  • Manage Implementation

    Project manage implementation across all key stakeholders, including you the client, financial institutions and external parties such as banks and solicitors

  • Ongoing reviews

    Work with you on an ongoing basis to refine & develop your financial strategy

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Start today

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

Montara Wealth Suite 1, Level 6, 309 George Street, Sydney

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