Montara Wealth referral program
Be rewarded for partnering with Montara Wealth
As featured in
WHAT’S ON OFFER
Refer & receive
a $300 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 $300 voucher of your choice.1
Referral program annual prize draw
- In addition to receiving a $300 voucher for referring, every successful referral will get your name into the draw to win one of the following prizes: 2
$5,000 Flight Centre voucher
$2,500 Westfield voucher
$1,000 Merivale voucher
- The draw will take place on Wednesday 19th February 2027 at 12pm and we will communicate the results to all entrants that afternoon.
- Also, as the draw is random we’d like to ensure our top referrers are properly rewarded, so this year our top two referrers will receive the following:
Top referrer – $2,500 Flight Centre voucher
2nd Top referrer – $1000 Westfield voucher - Extra referral bonus:
Your 1st and 2nd successful referrals receive a $300 voucher each.
From your 3rd successful referral onwards, you will receive a $500 voucher per successful referral.
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
back to
the community
Montara Wealth will donate $300 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, Youth Off The Streets, The Black Dog Institute, The Kids’ Cancer Project, SpinalCure Australia, and more.
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:
SANE AUSTRALIA
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.
The Kids’ Cancer Project
The Kids’ Cancer Project funds vital scientific research to develop better treatments for all children with cancer.
EARLY BIRD CAFE
Early Bird Cafe is a Sydney based charity providing free hot breakfasts and essential support to people experiencing hardship and homelessness in the CBD.
