IT’S NEVER TOO EARLY TO START PLANNING FOR YOUR FINANCIAL FUTURE.

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


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our process

How we work with you

  • Initial meeting

    Get to know you

  • Review cost proposal

    Establish value and present specific engagement costs

  • 1st strategy meeting

    Strategy meeting – workshop financial strategies

  • Strategy revisions

    2nd strategy meeting – review and re-work potential options

  • SOA review

    Present advice in a formal document – Statement of Advice (SOA)

  • Complete paperwork

    Complete documentation and begin implementation

  • Manage Implementation

    Project manage implementation across all key stakeholders, including you the client, financial institutions and external parties such as banks and solicitors

  • Ongoing reviews

    Work with you on an ongoing basis to refine & develop your financial strategy

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

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