ABOUT MONTRÉ FINANCIAL

The name Montré comes from the French noun meaning ‘a watch’, a reminder of the passing of time and the need for vigilance.

At Montré our role is to carefully monitor and review clients’ situation, make timely adjustments and guide them to achieve their Lifestyle goals.

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We believe that the creation and establishment of your financial plan is the most important step you will ever take towards your financial independence.

Our role is to truly understand what is most important to you, and then design, implement and monitor the most appropriate strategies to build wealth based on your personal, financial and lifestyle goals.

As our name suggests we will watch over and guide you on your financial journey. We understand that your journey will evolve and we will provide a professional and disciplined approach to ensure you remain on track to reach your goals.

As your wealth grows and your circumstances change, the need for effective management is critical. Financial planning is a dynamic process and regular reviews are an integral part of ensuring your strategy continues to meet your ongoing, and perhaps changing objectives.

THE MONTRÉ TEAM

John Mills

Principal – Senior Adviser

‘I have been involved in the financial sector for over 3 decades. This includes being Principal of a number of successful advisory businesses working with a diverse set of clients from small to large enterprises, wholesale clients and high net worth individuals. To clients, I provide a warm and engaging manner to best understand their objectives and drivers so that appropriate tailored financial planning strategies and solutions are delivered to their needs. Being able to work with clients throughout their life and secure their financial future provides such a rewarding experience.’

Kris McNiece

Office Manager

‘I have been working in the financial services industry for over 30 years supporting financial advisers and their clients in various management and administrative roles. I get a lot of enjoyment and satisfaction servicing clients and being part of their financial journey.

I believe in helping out where I can and giving back to the community. I love sport and coaching Junior Basketball is a passion which I have done for over 15 years. This includes coaching at both domestic and representative levels as well as holding President and Treasurer roles at the Junior Basketball Committee.

When not assisting clients and spending time at basketball, I enjoy spending down time with my husband and two dogs down at the beach and at our holiday home.’

Montre Financial Pty Ltd and its advisers are Authorised representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

SERVICES OFFERED BY MONTRÉ FINANCIAL

The services provided by Montré Financial are listed below

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RETIREMENT PLANNING SERVICES
SUPERANNUATION and SMSF ADVICE
INVESTMENT AND PORTFOLIO REVIEW SERVICES
CASH FLOW AND DEBT MANAGEMENT
PERSONAL INSURANCE STRATEGIES
STRUCTURES AND ESTATE PLANNING SERVICES

CONTACT MONTRÉ

1300 MONTRE (666 873)

enquiries@montrefinancial.com.au

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Montre Financial Pty Ltd and its advisers are Authorised representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

Any information on this website is general advice only and does not take into account any person’s objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision.

Always obtain a Product Disclosure Statement (If applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.

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