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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.

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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, Investments - 4 min read

Having extra money left in your bank account each month may be a sign that you can invest more for your retirement, and that’s great news! Perhaps you...

Wealth - 4 min read

Each generation has its unique financial challenges, but there’s excellent news for Millennials: time is on your side. Even if you’ve made mistakes al...

The Estate Planning Checklist

Don’t leave your estate to chance.

Estate Planning Checklist_Resources