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.

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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.

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The Team

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).

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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

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