what we do

Borrowing strategies

At Montara Wealth, we work with various mortgage professionals to help our clients understand their borrowing capacities, before they undertake any investment in property.

When it comes to borrowing, understanding how to best structure a loan from a tax and asset protection purposes, can have a big impact on our clients overall financial strategy.

We have long standing relationships with banks and mortgage advisors, who can assist our clients professionally implement the borrowing element of their strategy.

How we work with you

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