what we do

Insurance analysis and strategies

Most of our clients understand the need to insure their property or car, in the event of any unforeseen circumstances.

When talking to clients about insuring their most valuable asset (themselves), we often find there is no strategy in place.

At Montara Wealth, we take a common-sense approach to developing an insurance strategy, appreciating that there is a cost versus risk trade-off that will be different for everyone. We work with our clients to assist them to understand the types of insurance they can implemented, the potential costs and the best approach for their individual circumstances.

How we work with you

View our process