As a privately owned financial advisory, we work with individuals, families and businesses to create a comprehensive plan that incorporates investments, savings, retirement planning, and more.
We offer a holistic and strategic approach to advice and help our clients to achieve financial stability and security by developing customised financial plans to achieve both short-term and long-term goals.
Montara Wealth is not aligned with any financial institution or bank.
Our areas of expertise are:
- Cashflow modelling
- Investment strategies – including index shares and direct property investing
- Superannuation strategies
- Tax strategies (from an investment perspective)
- Estate planning
- Insurance strategies