Data driven investing: your path to success

We are committed to providing solutions that help our clients preserve and grow their wealth.

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Your Financial Peace of Mind

From individual equities to retirement planning, we’re here to guide you every step of the way.

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Income-Focused Investing: Your Path to Financial Stability

Explore a diverse range of income-generating investments tailored to you.

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Why Montgomery?

Investment Philosophy

We believe that superior long term returns can be achieved by combining a value driven fundamental assessment of asset's future prospects, with underlying key trends and a top down appraisal of key macro-economic factors.

Proven investment strategy

Our investment process is therefore active and valuation driven.

“Boutique” investment service

We are in a unique situation to be able to serve our clients with what we consider to be the best of both worlds – in house and external research.

Flagship offering

Managed Account Service provides a diversified, actively managed portfolio for clients.

Benefit from our varied experience

From Booms to Busts: Our Market Insights Can Help You.

Unlocking the future of finance, one smart investment at a time. Independent research, proven expertise, and secure execution.

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Montgomery Asset Management Pty Ltd ABN 53 679 155 509 trading as Montgomery & Partners is a Corporate Authorised Representative No 1311486 of Intelligent Planning which is the trading name of Dirigere Advisory Pty Ltd ABN 57 640 403 836 AFSL 524371. Montgomery & Partners only provides general advice on financial products. Please refer to Montgomery & Partners Financial Services Guide for further information about its services. All information contained on this webpage is of general nature only and does not take into account financial situation, objectives or needs of any person. Before acting on this information you should consider whether it is appropriate for you in light of your personal circumstances. Where applicable, you should obtain and consider a Product Disclosure Statement before making an investment decision.