what we do

Tax planning strategies

Whilst we do not pretend to moonlight as accountants, we understand the potential impacts tax will have on financial strategy.

Working collaboratively with your accountant, our team will factor in the possible advantages and disadvantages one strategy may have over another when it comes to tax.

How we work with you

View our process

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

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