who we are

expert team.
The right
advice.

Montara Wealth is an independently owned Financial Planning company that aims to educate, collaborate and implement life changing financial strategies for our clients. With an analytical and personal approach, we work with our clients to help them identify and develop strategies to meet their individual needs (or to achieve financial independence).


Featured publications

Our Team

Through our analytical and personal approach, we work with our
clients to help them identify and develop strategies to meet their
individual needs (or to achieve financial independence).

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
grow your wealth

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

© 2018 ABN 72 156 308 208 All rights reserved | Privacy policy | Advisor Profiles: David Hancock | Aidan Kelly