Adam Montana

Director @ Altus Financial

About

With 15 years’ experience at Altus, Adam’s passion for creative problem-solving, communication and financial strategy provide clients with valuable insight, direction and advice. Adam believes that the secret to getting ahead is getting started, and holds an unwavering commitment to forging a brighter financial future for his clients.

Country

Australia

City

Greater Sydney Area

Industry

Financial Services

Skill

Strategic Financial Planning, High Net Worth Individuals, Wealth, Estate Planning, Financial Services, Superannuation, Finance, Income Protection, Insurance, Wealth Management, Intergenerational Wealth Transfer, Wealth and Asset Protection, financial modelling, Disability Insurance, Financial Advisory, Independent Financial Advice, Investment Advisory, Generation Y, SMSF, Investment Strategies

Experience

Director

Altus Financial

2006-7 - Present · 20 yrs 3 mos

Sydney, Australia

As a Director at award-winning integrated financial services firm Altus Financial, I tackle financial problem-solving with creativity, analytical thinking and clear communication. At Altus, we believe that simplicity is the ultimate sophistication, and pride ourselves on delivering complex information in a way that is free from jargon, doublespeak or fine print. I’m committed to delivering on this promise with all of my clients, large or small. I thrive on 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.