Financial advice for your life
Helping you achieve the future you want
Financial Advice is all about you. There’s no one-size fits all approach.
Our job is to understand you, your situation and what you want to achieve.
Our skill is in asking the right questions to understand how this translates to financial strategies and achieving those goals.
What we do
Mont Partners Pty Ltd (“Mont Partners”, Australian Financial Services Licensee number 511061) is an advice collective formed by local WA firms with a goal to provide market leading advice and wealth management solutions.
The practices who provide advice under our licensee are here to help you:
The companies that form Mont Partners
About Mont Partners
Mont Partners came about because of a vision that like-minded advice practices had, which was to shape the future of advice and how solutions were delivered.
With an ever-changing regulatory environment, Mont Partners is here to embrace change and new technology to ensure that their practices are around for the long-term.
With three locations and and more than 250 collective years of experience, you are in good hands.
Benefits
PRIVATELY OWNED
Mont Partners is privately owned and not affiliated with any bank or financial institution
HOLISTIC ADVICE
Between our practices, we can help you manage all aspects of your financial situation
PROTECTED
Mont Partners have comprehensive professional indemnity insurance and other protection in place to ensure the best interests of our clients are always covered
STRONGER AS ONE
We are able to leverage the experience, expertise and resources of the three practices
FUTURE READY
We are able to prepare for an ever changing legislative and regulatory environment, and have control over how advice solutions are provided to you
TRUSTED ADVISER
Our advisers all share a goal to make planning an empowering and enjoyable experience for you, and work with you for years to come as your trusted adviser.
Benefits
Privately owned
Mont Partners is privately owned and not affiliated with any bank or financial institution
Stronger as one
We are able to leverage the experience, expertise and resources of the three practices
Future ready
We are able to prepare for an ever changing legislative and regulatory environment, and have control over how advice solutions are provided to you
Holistic advice
Between our three practices, we can help you manage all aspects of your financial situation
Protected
Mont Partners have comprehensive public liability insurance and other protection in place to ensure the best interests of our clients are always covere