Reserve your free chat
with a financial planner who puts life first

WALK AWAY WITH CLARITY AND A PLAN

THAT FEELS RIGHT FOR YOUR LIFE, NOW AND IN THE FUTURE

We help you feel confident about your financial future, enjoy life now without losing sight of tomorrow, and build predictable wealth – powered by our ProsperIQ™ financial planning process.

Book a quick Wealth Planning Consultation and we’ll help you see where you stand, what’s possible, and how to make it happen.

Stop feeling uncertain about your financial future
You won’t need to make big sacrifices
You won’t drown in paperwork or endless meetings

GET STARTED: RESERVE YOUR FREE 20-MIN SESSION

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Our process is different. We'll discuss what matters the most to you.

You could feel financially free, sooner than you think

Imagine feeling calm and in control about your future. You know exactly where you stand, you’re living well now, and your plan for tomorrow feels achievable and aligned with your life.

That sense of freedom doesn’t come from guessing or hoping: it comes from clarity. With Montara Wealth, you’ll have a plan that connects your money to what really matters: family, lifestyle, and the life you want to live.

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Financial planning shouldn’t feel complicated or out of reach.

But for many people, it often does.

Plans created years ago no longer reflect their life or goals
Unclear advice feels more like product sales than real planning
“One- size- fits- all” approaches miss what makes their situation unique
The idea of revisiting money decisions feels overwhelming or expensive

If you’ve ever wondered whether your current plan is still right for you, you’re not alone. Most people don’t review their plan often enough. And small changes can make a big difference.

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You’ll love the simple, lifestyle-first approach behind ProsperIQ™.

ProsperIQ^TM is our proven financial planning process.
Here’s how it helps you:

Clarity through Growth Charting

See where you are, where you want to be, and the path between them, so you can move forward with confidence.
Balance through Balance Planning

Enjoy your life today while protecting your future lifestyle: no guilt, no guesswork, just balance.
Progress through Momentum Building

Turn your plan into action with regular reviews, clear steps, and simple decisions that keep you on track.

The best part? Our first discussions are completely free.

You’ll walk away knowing exactly what to focus on next without pressure or jargon.

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You'll see exactly how your financial world could change, for the better.

This twenty minutes together could change how you feel about your future.

You’ll walk away with:

Calm and confidence from real structure
Excitement for what your future is going to be
Clarity about how to get you there
Quick wins that drive long- term growth
How others use ProsperIQ™ to stay in control
Your own perception of our team, and what we value

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You also have the chance to ask anything.

Here are some of the most common questions we discuss:

Am I on track to retire when I want to?
Can I enjoy life now without hurting my future savings?
How often should I review my plan?
How can I make my money work harder without taking big risks?
What if I already have a plan, do I need to start again?
How much should I have in super by my age?
Can I still build wealth if I’m starting later?
How can I reduce stress about my financial future?
What happens if circumstances change?
What makes ProsperIQ Process™ different from other financial advice?

In summary, we help you:

Get clear on where you stand financially
Align your lifestyle and future goals
Create balance between living well now and planning for later
Review and refresh your financial plan with confidence
Stay calm and in control as life evolves

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Frequently Asked Questions

1.What happens in our first meeting together?

Your first session is a relaxed, obligation-free conversation. We’ll talk about your lifestyle, goals, and priorities, and help you understand where you stand financially. You’ll leave with clarity and direction, not pressure.

2.How much does it cost to get started?

Your initial session is free. If you choose to move forward, we’ll outline your options clearly before any work begins, so you always know what’s included and what it costs.

3.Will I be sold financial products?

No. We focus on your life and goals first, not products. Every recommendation is based on your personal situation and what will help you most. We are self-licensed and not owned or controlled by a bank or large institution.

4.How often will we meet or review my plan?

We usually review your plan once a year, or sooner if your circumstances change. Regular reviews ensure everything stays aligned with your goals and lifestyle.

5.Do I need to have a lot of money to work with you?

No. We work with professionals and families who are earning well and want to make the most of what they have. Financial planning is about structure and direction, not just wealth.

6.What if I already have a financial plan or adviser?

That’s fine. Many clients come to us with existing plans that no longer fit their current goals. We can review your strategy and help you refresh or integrate what you already have.

7.How long does the process take?

Your first meeting usually takes about 20 minutes. From there, we design your plan over several weeks, depending on complexity. You’ll know the timeline from the start.

8.What if I am too busy right now?

That’s exactly why we exist. We simplify the process, guiding you through a few clear steps so you can take action without feeling overwhelmed.

9.Is my information confidential and secure?

Yes. We take privacy and data security seriously. Everything you share with us is handled in confidence and protected under strict professional standards.

10.What kind of results can I expect?

You can expect clarity about your financial position, confidence in your next steps, and a structured plan that supports both your current lifestyle and future goals.

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What Clients Are Saying

We’ve been working with Ryan at Montara Wealth and have been so impressed with his approach.

"He took the time to really understand our situation and explained everything in a clear, friendly way that made the process feel easy. The support from the team, especially Amy and Nina, has been fantastic too—super organised and always quick to help. We feel much more confident about our financial future and would highly recommend Ryan and the Montara team!"

Jonathan Pritchard

Ethan and the team from Montara were amazing and we cannot recommend them highly enough.

"Ethan worked with us closely and guided us through the process of an investment decision and he ensured everything was very clear and simple. We are very grateful to Ethan and the team for their awesome work and making the extra effort to allow us to purchase our investment. Thanks team!"

Paul G

Ryan has been an incredible adviser to work with.

"He made complex financial decisions feel simple and gave us a clear sense of direction with our planning. Amy and Nina were also great in keeping everything smooth and well-organised. We’ve had such a positive experience and would happily recommend Ryan and the Montara Wealth team to anyone looking for supportive, reliable advice."

Joseph Brewer

Getting Started
Is Simple

Book Your Free 20-Minute Wealth Planning Consultation

Like many professionals in their 40s, do you feel like you’re earning more than ever, but not sure where it’s all going?

Discover Your Position and Potential

Do you wonder whether your current plan (if you have one) is still right for your goals and lifestyle today?

Explore the ProsperIQ™ Framework

Are you worried that financial planning means sacrificing the life you enjoy now, just to feel “responsible” for the future?

Receive a Personalised Pathway

Have you been meaning to sit down and review everything — but the thought of where to start feels overwhelming?

RESERVE YOUR FREE 20-MIN SESSION

Reserve your free chat
with a financial planner who puts life first

WALK AWAY WITH CLARITY AND A PLAN

THAT FEELS RIGHT FOR YOUR LIFE, NOW AND IN THE FUTURE

You could feel financially free, sooner than you think

Financial planning shouldn’t feel complicated or out of reach.

You’ll love the simple, lifestyle-first approach behind ProsperIQ™.

Clarity through Growth Charting

Balance through Balance Planning

Progress through Momentum Building

This twenty minutes together could change how you feel about your future.