Mont Wealth – Your Partner in Growth, Security, and Legacy.
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.
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Why Partner with Mont Wealth?
We provide expert financial guidance, ensuring long-term growth, security, and wealth management through:
Strategic Asset Allocation
We tailor investment strategies to grow, protect, and maximize your capital, adapting to market cycles.
Exclusive Client Benefits
Receive daily market insights, weekly wealth creation strategies, and invitations to elite financial events.
Comprehensive Wealth Solutions
From growth to retirement planning, we assist at every stage to secure your financial future.
Personalized Advisory Services
Enjoy face-to-face meetings, portfolio reviews, and direct access to fund managers.
About Us
Founded in 2022 by Rob Pizzichetta, Mont Wealth is built on over 20 years of financial market experience and a commitment to delivering more—more service, communication, knowledge, and engagement. With expertise in navigating market cycles, we help investors confidently seize opportunities through all conditions.
Learn about our services
Mont Wealth provides financial planning and differentiated wealth management services via tactical and strategic asset allocation to help you achieve your financial goals.
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Take control of your financial future with personalized strategies tailored to your goals. From budgeting and saving to retirement and tax planning, we provide expert guidance to help you build long-term financial security.
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Grow your wealth with smart, customized investment strategies. We offer solutions designed to match your risk tolerance and financial aspirations.
Mont Wealth Kooyong Lunch
On March 19th, we hosted our annual Investment and Economic Outlook Lunch at Kooyong Tennis Club, bringing together clients and experts for an afternoon of insights and networking.
Shane Lee opened with a global economic update, followed by a panel of leading investment specialists: Qiao Ma (Munro Partners), Reece Birtles (Martin Currie), Philip Joseph (Hamilton Lane), and Nick Langley (ClearBridge Investments). Each shared valuable perspectives on market trends and opportunities across equities, infrastructure, and private markets.
We wrapped up with an inspiring keynote from Timothy Toner, co-founder of AI innovator Affinda, exploring the future of AI in business.
Thank you to our speakers, guests, and event team. Planning is already underway for 2026!
Mont Wealth Monthly Reports
