What is financial planning?

Financial planning is about identifying key goals and objectives and then charting a pathway to achieving them. This process is collaborative and is based on outcomes, not selling financial products.

When do I speak to a financial advisor?

A common misconception is that you require large sums of money before engaging a financial advisor. Often the reverse is true; a good financial advisor can help design and implement the strategy that enables you to create wealth and assist with major life decisions, like starting a family or purchasing a home.

Does my financial advisor have personal investing experience?

The head of financial planning at Montara Wealth, David Hancock, has over 15 years of experience advising individuals, families, and businesses. In addition to advising clients, David and the team invest in the same strategies they recommend for clients.

Who owns Montara Wealth?

Montara Wealth is privately owned by the Directors, who hold the shares in the company via a family trust structure. The business has no direct ties or associations with product providers or large financial institutions.

How much does a financial advisor cost?

At Montara Wealth, fees are based on the time spent with clients, not the amount invested. Initial client meetings are free, allowing clients to understand the potential value Montara Wealth can provide. A cost proposal outlining specific fees is prepared once objectives and value are assessed.

What does a financial advisor actually do?

Great financial planning begins with developing bespoke strategies to achieve long-term objectives – not selling a service or product. Montara's process is collaborative and solely focused on the client's goals, combining the client's desires with Montara's expertise.