Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Helping you reach your potential.
Financial advice to help you create, guide and grow your wealth.
The name Montré comes from the French noun meaning ‘a watch’, a reminder of the passing of time and the need for vigilance.
At Montré our role is to carefully monitor and review clients’ situation, make timely adjustments and guide them to achieve their Lifestyle goals.
Create
We believe that the creation and establishment of your financial plan is the most important step you will ever take towards your financial independence.
Our role is to truly understand what is most important to you, and then design, implement and monitor the most appropriate strategies to build wealth based on your personal, financial and lifestyle goals.
Guide
As our name suggests we will watch over and guide you on your financial journey. We understand that your journey will evolve and we will provide a professional and disciplined approach to ensure you remain on track to reach your goals.
Grow
As your wealth grows and your circumstances change, the need for effective management is critical. Financial planning is a dynamic process and regular reviews are an integral part of ensuring your strategy continues to meet your ongoing, and perhaps changing objectives.
Welcome
Welcome to Montre, a Sydney-based boutique financial planning. It is a great priviledge to be our clients trusted guardian for all things financial.
We promise to be progressive, proactive and continually add value. We will appply our expertise to simplify complexity, and continue to deliver tailored advice and peace of mind.
“We take our role as Trusted Advisers very seriously – we see it as a professional partnership between us and our clients. Wherever they are in their life journey, we will work with them to achieve their objectives.” – John Mills – PrincipalHow can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Cash Flow & Debt Management
Good cash flow budgeting and debt management will help keep your finances on track.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Investment & Portfolio Review
Investment strategy is finding the investments that fit your financial goals in a given amount of time with the right level of risk tolerance.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Insights
Surviving the silly season
Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics…
Gifting for future generations
At this time of year, when giving is particularly on our minds, some might turn their attention to how best…
Dollar cost averaging: can it work for you?
Australian share prices have seen record highs in 2024 after a sluggish couple of years. The S&P ASX200 index added…
Market movements and review video – December 2024
Stay up to date with what’s happened in the Australian economy and markets over the past month. While headline inflation…
Super vs property: what works for retirement income?
There is no debate that Australians love investing in property. The value of Australian residential real estate at the end…
Flying solo: tips for successful buying
For those who are wanting to get started on the homebuying journey, going it alone can have its challenges compared…