Testimonial
“Thank you for the invitation. We found it very informative and reassuring that you are delivering on our portfolio that we have entrusted to you. It is good to see that you have surrounded yourself with the best in industry which minimises our risk whilst maximising our returns. Thank you for the sleep factor – Knowing our money is in good hands… ”
Mont Wealth was founded on the premise of delivering a higher level of service and an investment edge.
Mont Wealth can help at every stage of life:
Growth
Income Generation
Planning for, or in, Retirement
Wealth Transfer
Mont Wealth believes that Strategic Asset Allocation can help grow, protect and maximise your capital depending on the investment cycle. It requires ongoing communication, monitoring, discussion and where required, 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