2024 Kooyong Tennis Club
Growth & Income for Wealth Creation & Preservation
At Mont Wealth we are passionate about improving financial literacy, educating clients and achieving their financial goals.
We hosted over 1000 investors at Kooyong Tennis Club for the annual Mont Wealth lunch.
We discussed the economy, superannuation changes, maximising returns as you plan for, or already in retirement, the market cycle and structural trends.
Thanks to our panel of experts discussing income generation: Mike Wright Smith, Phil Strano, Omar Khan and our Growth panel Jay Kumar, Russell Phillips and Matt Griffin
The day concluded with an insightful and educational session from Anthony Klarica Sports Psychologist and the Performance Mindset.
2023 Kooyong Tennis Club
Economic & Asset Outlook Lunch
At Mont Wealth we are passionate about improving financial literacy, educating clients and achieving their financial goals.
We hosted over 80 investors at Kooyong Tennis Club for the annual Mont Wealth lunch.
We discussed the economy, superannuation changes, maximising returns as you plan for, or already in retirement, the market cycle and structural trends.
Thanks to our panel of experts discussing income generation: Will Baylis, Phil Strano, Omar Khan and our Growth panel Vessela Tasker, Andrew Seddon and James Stewart
The day concluded with the entertaining and much loved legend of AFL Dermott Brereton who recited the glory days and predicted the outcome of the 2023 AFL season.
2022 Kooyong Tennis Club - Markets Outlook Lunch
Mont Wealth hosted over 70 attendees on the 26th of May 2022 as the inaugural market outlook lunch highlighting the risks and opportunities for investors.
We hosted a panel of experts across Australian Shares, Australian Corporate and Government Bonds and Global Resources.
Planning has already begun for the 2023 event.
