Rob Pizzichetta

Rob Pizzichetta is the principal advisor and founder of Mont Wealth. Rob has over 25 years of financial market experience, including 5 years of wealth advice.

Mont Wealth believes that experience aids the ability to confidently invest through the peaks and troughs of investment cycles, helping to navigate through periods of volatility and prosperity.

We advise on Superannuation and Non Superannuation ensuring you are maximising your post tax outcomes.

Founder Rob Pizzichetta felt investors deserved more:

Service;

Communication;

Knowledge;

Engagement;

Contact;

and an Edge

Mont Wealth believes that Trust in your adviser is paramount to the life long partnership.

Mont Wealth promotes the use of Strategic Asset Allocation - Maximising returns in periods of prosperity and stabilising capital in periods of volatility. The end goal is to help you achieve your financial goals.

Mont Wealth offers a diversified portfolio approach for Growth, Strategic Asset Allocation and Income Portfolio’s - refer “Model Portfolio’s” link above.

Portfolio allocation & weighting depends on the risk reward of the following assets:

Equities - Managed Funds, Exchange Traded Funds & Direct Equities

Structural - Exchange Traded Funds, Managed Funds

Bonds - Managed Corporate & Government Funds

Real Estate - Managed Property Funds, Managed Debt Funds

Resources - Managed Funds

Alternative Investments - Hedge Funds, Private Equity, Pre-IPO

Term Deposits

Cash

Your best interests at the forefront of decision making & Principal, Rob Pizzichetta, is co-invested in each model portfolio.