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PRINCIPAL CLIENT ADVISER / RUNNING ENTHUSIAST

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Adam Montana

Principal Client Adviser

Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.

BIO

About Adam

As a Principal Client Adviser for Altus Financial, Adam works with individuals that need structuring advice, high net worth individuals and SME corporations.

His specialties include solving financial problems by analysing strategy, setting discipline, creating total financial solutions for our clients, encompassing the full range of wealth creation and protection disciplines. Seeing the results of his advice gives Adam a real sense of satisfaction.

Basically … Adam makes complex financial problems simple.

A
ADAM’S FEATURED CONTENT

Resources

Wealth - 5 min read

The COVID-19 pandemic has caused many Australians to reassess the health of their personal finances. From superannuation and investment portfolios to ...

Wealth - 4 min read

All Australians are currently taking steps to protect ourselves and our loved ones from physical sickness. In this climate of rising unemployment, mar...

The Estate Planning Checklist

Don’t leave your estate to chance.

Estate Planning Checklist_Resources