Discreet, Trusted, Institutional-Grade Advisory

Independent, institutional-grade capability - supporting complex wealth and portfolio management across generations, offering broad-ranging and ad hoc advisory solutions

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Our Philosophy

In today's landscape of unprecedented change, our guiding principle is simple: holistic support that keeps our clients' interest centre, ahead of the curve and prepared for tomorrow.

Our philosophy is anchored in the pursuit of sincere value and advocacy for our clients – with a strong focus on sincere partnership and independent thinking. We see wealth stewardship as a lifelong journey – one where thoughtful application, purpose-driven allocation, and integrity are critical. We dedicate ourselves to empowering individuals through bespoke strategies that adapt to ever evolving investment opportunities, themes and risks. We don't believe in prescribed solutions; instead, we adopt a tailored approach that holds trust, knowledge and deep networks at its core.

Our solutions

In an environment defined by increasing complexity, conflicted advice and misalignment, Mountain View Partners provides a single, trusted point of coordination — delivering clarity, discipline and advocacy across complex wealth.

Objective, unconflicted counsel delivered with discretion and tailored to each client’s unique objectives and portfolio complexity.

Robust governance, risk management and reporting frameworks applied with the same rigour expected at leading institutions.

A holistic view across investments, governance, reporting and strategy — consolidated within one discreet, coordinated structure.

Flexible support designed to scale with complexity — from targeted advisory mandates to comprehensive family office oversight.

Our Process

From inception to intergenerational continuity – Mountain View takes a structured and disciplined approach to preserving legacy.

1

Engage

Entity & tax structuring, governance frameworks, family charters, committee design and mandate setting;

Infrastructure established for scale
2

Construct

Investment Policy Statement drafting; asset allocations aligned with objectives; wealth manager / counterparty selection and oversight; governance documentation, investment frameworks…

Infrastructure established for scale
3

Engage

Deal engine: proactive sourcing, vetting and execution of investments; treasury function, cashflow management.

4

Oversee

Portfolio consolidation, reporting & benchmarking; ad hoc advisory and support (Strategic Reviews, M&A, ECM, sale readiness).

5

Legacy

Next-gen engagement, education; Wealth protection & transition;

Long-term planning
to preserve / extend legacy

Our Advisory Committee

Martin Goodrich

John Brazzale

Peter Sidwell

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A confidential, no-obligation discussion to understand your priorities and determine whether we are the right partner.

Peter Sidwell

Peter Sidwell brings over three decades in advisory, finance and management, consulting across a broad range of industries. Over the last 30 years, Peter has created, developed, managed, and advised a wide range of companies in the software, manufacturing, hospitality and agricultural industries. His deep experience brings critical perspectives on strategic and tactical executions. Peter is an Executive Director of Carbine Funds Management, Jungle Capital, Sea Change Hospitality, Sutton Grange Winery, Tapendium, Elton Homes, and serves as Chairman of Tayside Australia.

John Brazzale

John Brazzale is a highly respected business advisor and former Managing Partner of Pitcher Partners, Melbourne, where he also served as National Chairman of the Pitcher Partners national association and as a board member of Baker Tilly International in the Asia-Pacific. He brings over four decades’ experience advising private and public companies on structuring, restructures, mergers and acquisitions, and complex taxation matters, with particular depth in property and construction. John sits on a number of advisory boards and is known for his commercially focused, collaborative approach to strategy, growth, succession and governance for private and family enterprises.

Martin Goodrich

Martin Goodrich is a highly respected advisor in innovation and business strategy, with over four decades of experience guiding businesses through growth and transformation. His career includes senior roles in top-tier professional practices, where he has helped organisations improve efficiency, foster innovation, and build sustainable models. Known for his strategic clarity and problem-solving expertise, Martin supports businesses through complex decisions with a focus on long-term outcomes. Beyond his professional work, Martin enjoys conversation and engagement and complements this interest as a technology enthusiast, drawing inspiration from diverse cultures and emerging trends to inform his forward-thinking approach