Montara Wealth

06/07/2026

Building wealth is a long-term journey... and so is building a great team.

Our mid-year conference gave us the opportunity to reflect on the first half of the year, share ideas for the future and continue building the strong culture behind Montara Wealth.

Hunter Valley provided the perfect backdrop, with a little clay shooting, some incredible local wineries and plenty of quality conversations outside the office.

Looking forward to what's ahead!

09/03/2026

Supporting our community is something that matters deeply to our team.

Last Friday we volunteered at annual Golf Day held at St Michael’s Golf Club in Little Bay, helping with the event setup, selling raffle tickets and supporting the fundraising efforts throughout the day.

It’s always a privilege to contribute to initiatives that help fund critical childhood cancer research and support the incredible work being done in this space.

04/10/2024

🌟 At Montara Wealth, we’re all about giving back and supporting great causes. This October, we're excited to take part in the "One Foot Forward" challenge organized by

As a team, we have set a challenge to walk a total of 430km throughout the month. So far, we’ve raised $1,850 and completed 62km together, with a target of raising AUD 5,000 to support this vital cause.

We invite you to join us in making a difference! Every dollar counts, and your contribution can help us reach our goal and support mental health initiatives. You can find the link to our fundraising page in our bio—every little bit helps!

We’ll keep you updated, and stay tuned for our joint walk at the end of the month to show our support for mental health. Thank you for being part of this important cause!

23/05/2024

Wondering if financial advice is only for the wealthy? Think again! 💡

Check out why everyone can benefit from a financial advisor⬆️

10/05/2024

04/03/2024

Last Friday, the Montara Wealth team had a great time volunteering at the Golf Day NSW hosted at St Michaels Golf Club with The Kids'​ Cancer Project. 🏌️‍♂️

We dedicated our time to support their fundraising efforts for children battling cancer, and we're thrilled to share that the auction we were part of was a tremendous success, contributing to the meaningful cause of The Kids Cancer Project. 🌟 In total, the event raised an outstanding $72,800! On the day alone, $17,800 was raised through raffles, live and silent auctions, and on-course activations!

It's inspiring to witness the impactful work and efforts of The Kids' Cancer Project, funding essential scientific research to advance improved treatments for all children with cancer. 🤜🏼🤛🏼

24/11/2023

Have you already started setting your financial goals for next year? 📌📝