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.
Testimonials
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“Your content is bloody amazing - nobody in the industry matches it.”
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"I highly recommend Rob Pizzichetta as an exceptional financial planner. His extensive knowledge, attention to detail, and personalized approach ensure that clients receive expert advice tailored to their unique needs and goals. Rob is dedicated, approachable, and takes the time to truly understand his clients’ financial situations. His ability to simplify complex financial concepts and provide practical solutions makes him an invaluable asset. Whether you’re planning for retirement, managing investments, or seeking financial guidance, Rob’s expertise and commitment to helping clients succeed set him apart."
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“Thank you for the invitation to your annual lunch. We found it very informative and reassuring that you are delivering on our portfolio that we have entrusted to you. It is good to see that you have surrounded yourself with the best in industry which minimises our risk whilst maximising our returns. Thank you for the sleep factor – Knowing our money is in good hands… ”
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
