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Montara Wealth

3 employees

Montara Wealth is a financial planning company that provides cash flow management and insurance analysis services.

Basic info

Industry

financial services

Sectors

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

Date founded

2018

FAQ