IT’S NEVER TOO EARLY TO START PLANNING FOR YOUR FINANCIAL FUTURE.
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Why work with Montara?
We're here to help grow your wealth.
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 of various investment pathways, before deciding which approach works best for them
Qualified expertise
Holistic and full service 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 delivery and implementation
End to end client engagement
At Montara Wealth, we don’t just come up with great financial strategies only to leave you to implement these concepts on your own. Our team understand the value of time in today’s busy world and we work with our clients to implement their strategies from beginning to end
our process
How we work with you
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Initial meeting
Get to know you
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Review cost proposal
Establish value and present specific engagement costs
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1st strategy meeting
Strategy meeting – workshop financial strategies
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Strategy revisions
2nd strategy meeting – review and re-work potential options
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SOA review
Present advice in a formal document – Statement of Advice (SOA)
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Complete paperwork
Complete documentation and begin implementation
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Manage Implementation
Project manage implementation across all key stakeholders, including you the client, financial institutions and external parties such as banks and solicitors
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Ongoing reviews
Work with you on an ongoing basis to refine & develop your financial strategy
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!
