Montara Wealth referral program

Be rewarded for partnering with Montara Wealth

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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 Flight Centre voucher
    $1000 Westfield voucher
    $500 Merivale voucher
  • The draw will take place on Wednesday 19th February 2025 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

 

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 $250 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:

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.

Planet Ark

Planet Ark Environmental Foundation is an Australian not-for-profit organisation that helps individuals, communities, governments and businesses reduce their impact on the environment.

REFER SOMEONE TODAY

YOUR DETAILS
YOUR FRIENDS DETAILS
Submit a new form for additional referrals

 

Financial Advisers & Planners – Hire Fee Based Best Financial Advisors – Estate Planning Firms,
Wealth Management & Advice Experts, SMSF Specialists- Financial Consultant & Strategy that
is Best for You in Bondi, Balmain & Sydney – Montara Wealth

 

Suite 1, Level 6/309-315 George St, Sydney NSW 2000 | GPO Box 4473, Sydney NSW 2001
Montara Wealth Pty Ltd, ABN 14 625 010 344 is Corporate Authorized Representative of Montara Services Pty Ltd Licence No. 526747

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Financial Advisers & Planners – Hire Fee Based Best Financial Advisors – Estate Planning Firms,
Wealth Management & Advice Experts, SMSF Specialists- Financial Consultant & Strategy that
is Best for You in Bondi, Balmain & Sydney – Montara Wealth

 

Suite 1, Level 6/309-315 George St, Sydney NSW 2000 | GPO Box 4473, Sydney NSW 2001
Montara Wealth Pty Ltd, ABN 14 625 010 344 is Corporate Authorized Representative of Montara Services Pty Ltd Licence No. 526747

Privacy Policy | Licensing Disclaimer | Financial Services Guide | Advisor Profile