Our Google Reviews

I have been with this company for many years and I am really happy with what they have achieved for me in my retirement. The service and communication from my advisor Tracey has been first class and would highly recommend this company.

Very professional and helpful financial advice.Easy to talk to.

Daniel Williams has been my Financial Advisor for the last 5 years and I am very happy with the results he has achieved for me in that time. He is always interested to hear about my life and help me to achieve my goals by putting the appropriate strategies in place for me. He explains things to me clearly and concisely and I have no hesitation in recommending him to anyone in need of financial advice,

I’ve been dealing with Montre Financial for a number of years and I am extremely happy with them. My financial adviser is Daniel, who has provided excellent advice and transparency. I am completely happy with the financial guidance provided by Daniel and Montre.

I really appreciate and trust the excellent advice and portfolio management always provided by Montre Financial

I’ve had great experience with Montre Financial managing my superannuation and life insurance. I really value the regular updates and the yearly face-to-face meetings (more if needed), which keep everything clear and on track. Their follow-up is always prompt, and any questions I email are answered quickly. My financial adviser, Tracey Smylie, is consistently kind, open, and offers sound, thoughtful advice. Highly recommend their service.

Excellent service from Daniel.

Wonderful staff and the best financial advisor I’ve ever experienced..thank you for all your help Daniel.

Tracey is very professional. A great company to use

Tracey always goes over and beyond to assist – great advisor. Highly recommended

We have always found that both Asit and John are extremely personable and attentive to our needs and wishes with regard to our financial planning. They are very flexible with meeting at our home or in the office as suits our needs. We have been pleased with the way that our investments have performed under their guided investment plans since we have been with them. We would highly recommend Montre Financial to anyone looking for sound financial advice.

Having transferred to Montre Financial prior to covid 19 as advisors for my retirement investment portfolio I am more than pleased with the outcome.The professional attitude of the principals and staff in delivering sound investment advice /regulatory compliance is first class.

Montre is my financial adviser or choice. I find them responsive, easy to deal with and above all, trustworthy. I have not hesitation in recommending Montre.

If I could give a 6 star rating I would. Montre Financial are amazing and so attentive. John, Asit and Kristen have everything under total control and fill me with confidence that my future financials are secured.

Went to Daniel for guidance and advice on several occasions regarding superannuation strategies. I followed that advice, reduced my risks, maintained my assets and am really happy with my current financial position. As a new retiree it was important to understand all the issues and get the most appropriate guidance towards current and future incomes. Really happy.Peter

I can’t speak highly enough of my dealings with Dan and the Montre Financial team. With Dan’s guidance we feel in a much better place with our investment and retirement plans knowing the Montre Financial are acting in our best interests and look forward to working with Dan for many years to come. I would highly recommend Montre Financial to anyone who is looking for responsive, knowledgeable and trustworthy advice that can assist you in achieving your financial goals. If you want to feel like your is good hands then this is the team for you!

The Team at Montre Financial are extremely experienced and professional. They really took the time to understand our needs and tailored a solution that we are confident will deliver the outcome we are looking for.

We’ve been working with John and Daniel at Montre for years now and their help and advice has enabled us to live a very happy retirement life, doing all the things we dreamed and planned.

I have a very long association with Montre Finacial going back to the 1990s. The principals and staff are top class in the service they provide for their clients. They have been extremely helpful and supportive in important times. I hold them in high regard and recommend them to anyone seeking their professional advice and service,