David Hancock brings an analytical mindset to financial planning, shaped by experience across both Australian and UK markets. He places strong emphasis on modelling and scenario testing to help clients understand trade-offs before committing to decisions. This structured approach supports his role as an experienced financial adviser.
Suite 1, Level 6/309-315 George Street, Sydney, NSW 2000
David is a Director and Senior Financial Planner at Montara Wealth. His role is to oversee the running of the business and ensure the delivery of exceptional service and strategic based advice to clients. David is well known for developing strong long-term relationships with clients and is passionate about helping them identify and implement life-changing financial strategies.
David has extensive experience providing financial advice to organisations and individuals across Australia and the UK. His expertise has seen him featured in various media publications, including the Australian Financial Review, Daily Telegraph, Herald Sun, and news.com.au.
He also provides monthly content through the Montara Wealth blog. Here is an example of one of their articles, ‘An introductory guide to investing in the share market’.
Along with his team, David provides strategy-based holistic advice to his clients, focusing on their goals and aspirations – not selling products! The unique financial modelling process Montara Wealth undertakes, provides their clients the clarity and confidence to move forward with their financial decisions.
Experienced in Developing Property Strategies
David has extensive experience in assisting clients to develop their property strategy, with a high number of his clients purchasing their dream homes and/or investment properties after going through a strategic modelling process. For an example of how David has helped an existing client, click the following link to read a case study of John and Annie.
Outside of the business, David enjoys spending time with his family, keeping fit and going out for a good meal with friends. David also likes to dedicate part of his time to charity work, including driving charity initiatives with organisations such as Kookaburra Kids, Starlight Foundation and Birds of Passage.
“David is an honest, accomplished financial advisor who takes the time to listen and understand his clients so he can provide a very personalised service. Our experience has been very positive and I would recommend him to anyone.” ~ Carolyn, 46 – 55 years
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