Overview

Mont Wealth believes that trusting your financial future with us is more than a set and forget strategy. It requires ongoing communication, monitoring, discussion and adjustment to help you achieve your financial goals. When you partner with Mont Wealth you will receive: - Daily financial market commentary - Weekend editorials on wealth and strategy advice - Round table discussions with Company Management & Fund Managers - Video discussions with the leading fund managers - Listed company reports and reviews - Quarterly Portfolio reviews and amendments where required - Regular face to face meetings to discuss any change in circumstances - Invitation to social events - Yearly “Meet the Fund Manager” lunch events