Montara Wealth is a privately owned financial advisory firm based in Sydney, Australia, with a dedicated team led by experienced professionals like David Hancock. With over 15 years of expertise in advising individuals, families, and businesses, Montara Wealth focuses on providing bespoke financial strategies to help clients achieve their long-term objectives. The team practices what they preach by investing in the same strategies recommended to clients, ensuring alignment of interests and commitment to client success.
At Montara Wealth, the approach to financial planning is collaborative and outcome-focused, prioritizing the client’s goals and aspirations. The firm’s philosophy revolves around understanding clients on a personal level before delving into the numbers, ensuring that financial strategies are tailored to each individual’s unique circumstances. By offering fee-based services and transparent cost proposals, Montara Wealth emphasizes building trust and delivering value to clients throughout the financial planning process.
Services provided by Montara Wealth include estate planning, wealth management, SMSF expertise, and tailored financial consultancy. The firm’s client-centric approach extends from the initial consultation, where no fees are charged, to the implementation of comprehensive financial strategies. With a commitment to helping clients navigate major life decisions and create wealth regardless of their current financial status, Montara Wealth stands out as a trusted partner in guiding individuals towards a secure financial future.