Montara Wealth
Sydney, NSW
(13)
Sydney, NSW
(13)
We are privately owned financial advisors & SMSF specialists located in Balmain and Sydney who work with our clients to help them take control of their futures. Working with advisors who aren’t aligned to any particular financial institution gives our clients confidence that they are on their true path.
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13 customer reviews
David Muscat
If you have ever considered speaking with a financial adviser (or even if not) I would highly recommend not putting it off any longer and speaking with David and his team at Montara Wealth. Their advice has been invaluable in enabling us to not only execute a much more effective financial strategy, but also doing so with complete confidence. Their methodology is extremely thorough, and coupled with the depth of their expertise, is clearly designed to exploit every financial opportunity possible. My only regret is not having done it sooner! More...
Paul Hewett
My wife and I used Montara Wealth to help us with our wealth strategy and planning.
David and Kathleen are extremely knowledgeable across all financial matters.
Their advise helped us unlock the potential of our savings, enabling us to take immediate steps towards building our future. As well as, defining future investment options to actively build wealth for our retirement.
Quality advise from a fantastic team. Thank you David and Kathleen.
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C Rutland
I could not rate more highly. David and his team provide a professional financial service with a personal touch. They made the process of sorting out our finances stress free and where we had questions they were always happy to help. I would absolutely recommend to my family and friends. More...
Anna Wilson
I never thought I was in the position to see a financial planner but I was wrong. Montara Wealth have helped me get my finances and spending on track and were great to work with. Thanks to Kathleen and David for everything. More...
Lucy Foley
Kat & David were extremely knowledgeable and helpful- It was a great experience! Their location in the city is really convenient!
Tim McCleave
My partner and I have been working with David and the team for several years now and we're very happy with the service and support we've received. Montara Wealth provide a holistic relationship driven approach to wealth creation and they are with us for the journey. Working with the team has helped us focus on how to maximise our income and take smart steps towards financial freedom. More...
David Callaghan
My partner and I have worked with the Montara team over the last 6 months to develop a financial strategy that's allowed us to buy our first home and plan out our future financial position based on multiple scenarios. David and his team are professional, knowledgeable and I'd highly recommend them to anyone. More...
Nicholas Falconer
Thanks team, would highly recommend to anyone.
Christine Bauman
My partner and I have been working with David and Kathleen at Montara Wealth for almost six months and we are thrilled with the experience we've had to date.
We were reluctant to engage a firm given the feedback we'd heard from friends and family about Financial Planners, but when we met with the team at Montara we loved their ethos and their approach with clients and immediately knew they had our best interests at heart.
Through their financial modelling, David and Kathleen have made us think about wealth in a completely new way and have been instrumental in implementing quick but effective strategies that are now making our investments work for us. Beyond investment, Montara have also guided us through restructuring our Super and Insurances; two things we undervalued until recently.
I would recommend Montara to anyone who wants to start a conversation about how they can start building wealth.
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Justine Anderson
I knew that I wanted to get a strategy in place but didn't know where to start. Montara Wealth were referred to me by a friend that had already used their services and from the very start I knew that I was in capable hands. The team at Montara took the time to understand my situation in order to develop the best strategy for me. I have no reservations in recommending their services to any of my colleagues and friends looking for sound strategic financial advice. More...
Christina Jackson
My recent experience with Montara Wealth was excellent! The team were very professional, knowledgeable, easily accessible and always made sure I understand the process in an easy to understand manner. I will have no hesitation referring family and friends to the them. More...
Phillip Donaldson
Had a great experience with these guys the other month. The team was very professional and knew what they were doing. Really good at investment strategies through their financial planning team.
Janith Perumathanthri
True professionals. Would recommend to anyone looking for advice on how to grow your wealth and secure your retirement.
Cash flow management
Strategic investment modelling
Tax planning concepts
Asset protection strategies
Superannuation strategies – including Self-Managed Super Funds (SMSF)
Investment Property strategies
Share investment strategies
Estate planning strategies
Borrowing strategies
Insurance analysis
