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Montara Wealth - Sydney Financial Advisor
Empowering Sydney families with clear, tailored financial strategies for a confident future.
5
Accountant
$$$
Est. 2012
Empowering Sydney families with clear, tailored financial strategies for a confident future.
Montara Wealth is a trusted financial advisory firm in Sydney, offering personalized financial planning and investment guidance. The team, led by experienced advisors like Ryan and Ethan, specializes in simplifying complex financial decisions for individuals and families. With a focus on clarity and support, Montara Wealth helps clients build confidence in their financial future through well-organized, friendly service. The firm is known for its dedicated approach, ensuring every client receives tailored advice that aligns with their unique goals and circumstances.
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Tailored strategies for budgeting, savings, and long-term goals with clear, easy-to-understand advice.
Expert support in making informed investment decisions, including portfolio management and risk assessment.
Comprehensive plans to secure your financial future and ensure a comfortable retirement.
Ongoing management and optimization of assets to grow and protect your wealth over time.
Clear explanations of complex concepts to empower clients with knowledge and confidence.
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Overall rating
Oran O'Donoghue
Ethan was fantastic throughout our engagement with Montara. We’ve been working with him and the team for the last 4 months to build out a wealth strategy and help us secure our first home with confidence. Highly recommend Ethan and the team at Montara
Cameron B
Emma Ridehalgh
Ethan has been fantastic to work with. He explains everything clearly, takes the time to understand your goals, and makes the whole process feel simple and stress-free. I always feel confident and well looked after with his advice. Highly recommend!
Trish Mackintosh
I found Ethan and Montara wealth after much research on line . I have been with them for just over a year. I have found Ethan and the team to be professional, knowledgeable and transparent in all interactions to date. Ethan has provided me with enough information and comfort to make the right choice for my investments. The team keep me updated regularly and are very fluid when circumstances have changed for me such as changing jobs and taking a reduced income. I have now referred them onto two friends and am about to gift my daughter with their services to help her build her share portfolio . I cannot recommend Ethan and his capable and transparent team highly enough.
Ron Pena
My wife and I have been thoroughly impressed with the service from the team at Montara Wealth, particularly Ethan and Ryan. From our very first meeting, they have demonstrated an exceptional commitment to developing a truly holistic financial strategy for us, focusing on our long-term goals for a family home and wealth creation. Their approach is detailed and comprehensive, covering everything from complex topics like superannuation strategy and insurance analysis to more immediate issues like cashflow planning and property pathway modelling. We especially appreciate that they've run multiple scenarios for us (e.g., retaining versus selling our investment property) and even proactively looked into specific details like Lenders Mortgage Insurance (LMI) waivers based on our professions. Communication is clear, professional, and very collaborative. They break down complex financial concepts into understandable options, giving us the clarity and confidence we need to move forward. We feel incredibly well-supported and highly recommend Montara Wealth to anyone looking for personalised and detailed financial advice.
Jason Toogood
Montara Wealth have moved us forward with financial advice that has been seamless from the start.
