what we do

Asset protection strategies

Building wealth takes time and sacrifice, so it’s important to ensure that any strategy considers events that may cause risk to a portfolio.

Understanding the potential ownership structures that assets can be held within is important, especially for clients who work in high risk occupations or carry legal responsibilities such as company directors.

How we work with you

View our process

Montara Wealth Suite 1, Level 6, 309 George Street, Sydney

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