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WHAT’S ON OFFER
Refer & receive
a $250 voucher
At Montara Wealth, as well as helping our investment clients grow their personal wealth, we also give back to the community on behalf of our clients.
Become part of the Montara Wealth Referral program by telling your family, friends, and colleagues about your experience with Montara Wealth and passing on their details if you feel we would be able to assist them too. Every successful referral receives a $250 voucher of your choice.1
Referral program annual prize draw
- In addition to receiving a $250 voucher for referring, every successful referral will get your name into the draw to win one of the following prizes: 2
$2,500 Qantas voucher
$1000 Westfield voucher
$500 Merivale voucher
- The draw will take place on Wednesday 21st February 2024 at 12pm and we will communicate the results to all entrants that afternoon.
1 When the person you refer successfully signs up with Montara Wealth.
2 Each successful referral will grant you an additional entry to the draw, there are no limits to the amount of entries you can obtain.
CHARITIES WE SUPPORT
Help us give
Montara Wealth will donate $150 to a charity that we are aligned with to give back to the community on your behalf. We’ll let you pick the charity from one of our three selected charities.
Over the years, we have been proud to support numerous charities that align with our values and mission, including Our Big Kitchen at Bondi and Youth Off The Streets.
Through our donations and volunteer work, we aim to make a positive impact on the world around us and inspire others to do the same. We are grateful for the opportunity to support such worthy causes and look forward to continuing to do so in the future.
Montara is presently supporting the following charities:
An Australian charity that is dedicated to improving the lives of people affected by mental illness and facilitating access to treatment and care for those in need.
Plates For Mates
A non-profit organisation providing meals for those in need. The program is set up to provide a nutritious and balanced meal for individuals and families that may be experiencing food insecurity, financial hardship or other obstacles.
Shine For Kids
Established to improve the lives of children who experience disadvantage due to the incarceration or involvement of their parents in the justice system.