Refer a friend

Let Montara finance your next night out.


If you’re an existing client of ours, help a friend change their life by developing a financial strategy today!

When your friend becomes a client of Montara Wealth, we’ll send you a $200 Restaurant or Westfield voucher. If you have more than one friend, you can earn more than one voucher. There’s no limit to the number of people you can help.

Simply complete the form to the right and if your friend signs up, we’ll send the voucher through immediately!