MONTARA WEALTH

Montara Wealth is privately owned by the Directors who hold the shares in the company via a family trust structure. The business has no direct ties or associations with product providers or large financial institutions... 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... 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.

Also known as: Montara Services Pty Ltd, Montara Wealth Pty Ltd

Registration numbers: 14 625 010 344 (W)

Primary location: Sydney