Who we are
Montara Wealth is a privately owned financial planning company.
Being privately owned allows us to start by designing a bespoke strategy just for you, not by working backwards from a generic suite of products and sales targets.
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We have a philosophy of partnership
with our clients
Freedom
We work for you, not a bank or other financial institution.
Relationship
We take the time to understand you as an individual, a couple or a family.
Clarity
We work through every option with you, until you’re completely confident in your choice.
Convenience
Our job is to make financial planning easy, whether that means translating financial models and products into plain English, or meeting you after hours.
How we
charge
We established Montara Wealth to create financial freedom for our clients, which is why we predominantly charge a fee for our service. That way, our clients can be sure our advice is impartial.
Book an appointmentOur fees are based on time, not on the size of your investments. All our clients are equally important, and all receive the same level of service.
DAVID HANCOCK, DIRECTOR
Are we independent financial planners?
While we are largely a fee-for-service firm, there are occasions where we are able to negotiate discounts with insurance providers who pay us a commission. These discounts often provide our clients with better value than if we charged a fee for insurance work. Because we sometimes take this approach, we do not use the phrase “independent” financial planners.
Our advice is to insist on a frank conversation about fees and commissions with any financial planner you are considering engaging. As a matter of policy, this is something we will bring up in our first meeting with you. That meeting is complimentary.
The Team
Through our analytical and personal approach, we work with ourclients to help them identify and develop strategies to meet their
individual needs (or to achieve financial independence).
Start Today
Speak to our team today to start planning
your financial future
One of our advisors will contact you to discuss the following:
- Get to understand you and your key objectives
- Take you through Montara’s approach to developing your financial strategy and how we can assist you
- Run through any potential costs that would apply if you choose to work with us
We look forward to hearing from you – please enter your details and we’ll be in touch shortly!
