Brand profile · Financial Services

Montara Wealth

Montara Wealth runs a Financial Services operation from Sydney, NSW. It is privately held, and its site is montarawealth.com.au. It holds one address on record, all in Australia. Headcount on record is 4. Its work is tagged cash flow management. One Australian registration (ABN) is a confirmed match. The record links eight similar brands, most of them in Financial Services.

montarawealth.com.au LinkedIn

Profile live Privately Held Founded 2018 1 entity ABN 1 office country
Registry verified · ABR
Counted staff
4
self-reported 2–10 band
Founded
2018
8 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity

  • MONTARA WEALTH PTY LIMITED

    ABN14625010344

    NSWHigh confidenceMatched on exact nameABR

Legal entities

Montara Wealth: 1 registry entityMontara Wealth is linked to 1 registry entity: MONTARA WEALTH PTY LIMITED (ABN 14625010344, candidate).Montara WealthMONTARA WEALTH PTYLIMITEDABN 14625010344Candidate · High confidence
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MONTARA WEALTH PTY LIMITEDABN 14625010344
Confirmed matches0 of 1

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

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!

Specialties

All 10 specialties
  • 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

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AU309 George Street; Suite 1, Level 6; Sydney , NSW 2000Primary

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Spending power

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Signals & hiring

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Montara Wealth?

One New South Wales entity on the ABR: MONTARA WEALTH PTY LIMITED (ABN 14 625 010 344), high confidence.

How many people work at Montara Wealth?

4 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Montara Wealth have offices?

One address on record, Australia only. Primary: 309 George Street, Suite 1, Level 6, Sydney, NSW 2000.

Has Montara Wealth raised funding?

None linked to this brand.

What does Montara Wealth list as its specialties?

Ten tags on the brand's own list, among them cash flow management.

Which companies are listed alongside Montara Wealth?

Eight peer profiles on record: Binnari Property and Peak Wealth Management.

What is Montara Wealth's website?

montarawealth.com.au