Company Management

Montara Wealth

Financial Services Au 4 employees

Employees: 4

montarawealth.com.au LinkedIn

Montara Wealth Overview

Headquarters: Au
Website: montarawealth.com.au
Industry: Financial Services
Employees: 4
Founded: 2018
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Cash flow management Strategic investment modelling Tax planning concepts Asset protection strategies Superannuation strategies - including SMSF Investment Property strategies Share investment strategies Estate planning strategies Borrowing strategies Insurance analysis

About Montara Wealth

Montara Wealth is a privately owned financial planning company that aims to educate, collaborate and implement life-changing financial strategies for our clients. Through our analytical and personal approach, we work with our clients to help them identify and develop strategies to meet their individual needs. As a company, we strive to ensure that our engagement has a positive impact on our clients’ financial lives, so that they can get on with the more important things in life!

Montara Wealth Contact Details

People in AeroLeads: 4

Montara Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Ryan Stewart	Bcom in Finance & Accounting - Master of Analytics - Aspiring Financial Adviser	Seaforth, New South Wales, Australia	View
Ethan Stein	Financial Advisor at Montara Wealth	Australia	View
David Hancock	Managing Director at Binnari Property		View
Amy Harris	Wealth Management Professional - Client Experience & Operations Leader - Currently in Sydney, Australia		View