What we do

We’re here to help grow your wealth.

Our approach to financial planning is both comprehensive and holistic in nature. At the core of what we do is a highly tailored and strategic approach, which puts our clients’ objectives first. Great financial planning is about listening and collaborating, not selling financial products.

Through our considerable experience, we have a solid understanding of the following financial planning concepts:


Featured publications

the right advice

Why work with Montara?

financial clarity

Strategic Financial Modelling

Understanding the potential outcomes of your financial decisions before you make them, provides our clients with genuine clarity and confidence to move forward. Montara Wealth’s strategy-based approach allows our clients to test the waters with various strategies, before deciding which pathway works best for them.

Qualified expertise

Holistic advice

Our team is highly qualified and has years of experience helping clients develop and execute financial strategies. Due to our relationships, we also have access to experts in other financial disciplines that can add value to our engagement – such as solicitors, property professionals and mortgage advisors.

Professional implementation

End to end delivery

At Montara Wealth, we don’t just come up with great financial strategies only to leave you to implement these concepts to your own. Our team of financial planners and advisers in Sydney understand the value of time in today’s time poor world and will work with you to implement your strategy from beginning to end.

wherever you’re at with planning, we’re here to help

view our case studies

wherever you’re at with planning, we’re here to help

view our case studies
grow your wealth

Start today

At Montara Wealth we work with clients who are at the very beginning of their financial journey, through to clients who are preparing for the later stages of their financial lives. Contact us today via the form below for a no obligation consulation or call 02 8330 3733

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

© 2018 ABN 72 156 308 208 All rights reserved | Privacy policy | Advisor Profiles: David Hancock | Aidan Kelly