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
We work for you, not a bank or other financial institution.
We take the time to understand you as an individual, a couple or a family.
We work through every option with you, until you’re completely confident in your choice.
Our job is to make financial planning easy, whether that means translating financial models and products into plain English, or meeting you after hours.
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 appointment
Our 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.
Through our analytical and personal approach, we work with our
clients to help them identify and develop strategies to meet their
individual needs (or to achieve financial independence).
grow your wealth
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