About Us

Mont Wealth was founded by Rob Pizzichetta in 2022 following +20 years of financial market experience, including 5 years of wealth advice.

Mont Wealth believes that Experience aids the ability to confidently invest through the peaks and troughs of investment cycles, helping to navigate through periods of volatility and prosperity.

Although Mont Wealth was founded in 2022, it was created years before. Founder Rob Pizzichetta felt investors deserved more:

• Service;

• Communication;

• Knowledge;

• Engagement;

• Contact; and

• An Edge

Mont Wealth believes that Trust in your adviser is paramount to the life long partnership.

Mont Wealth promotes the use of Strategic Asset Allocation - Maximising returns in periods of prosperity and stabilising capital in periods of volatility. The end goal is to help you achieve your financial goals.

Mont Wealth offers a diversified portfolio approach for Growth, Strategic Asset Allocation and Income Portfolio’s - refer “Model Portfolio’s” link above.

Portfolio allocation & weighting depends on the risk reward of the following assets:

• Equities - Managed Funds, Exchange Traded Funds & Direct Equities

• Structural - Exchange Traded Funds, Managed Funds

• Bonds - Managed Corporate & Government Funds

• Real Estate - Managed Property Funds, Managed Debt Funds

• Resources - Managed Funds

• Alternative Investments - Hedge Funds, Private Equity, Pre-IPO

• Term Deposits

• Cash

Your best interests at the forefront of decision making & Principal, Rob Pizzichetta, is co-invested in each model portfolio.

To learn more, click the “Contact Us” link above.