Spotlight On: Montgomery Investment Management

Updated 13/06/2024 by Tayla Dwyer

Founded by finance expert Roger Montgomery in 2010, Montgomery Investment Management is committed to growing its client's wealth and a high level of personalised service. Montgomery Investment Management is one of Australia’s leading boutique fund managers, investing close to $1.4 billion in Australian and global equities on behalf of their clientele.

Click Creative was invited to partner with their team for the complete redesign and redevelopment of the Montgomery website. We worked alongside their in-house marketing team on the discovery and implementation of a fresh UX/UI design. With the goal to ensure their website was optimised to reflect their dedication to providing a positive experience for both existing and potential clients.


Montgomery Investment Management, a client since 2017, initially sought Click Creative Digital Agency's expertise in crafting a website that balanced affordability and sustainability with a professional aesthetic. Click delivered a comprehensive solution, including:

  • UX/UI Design

  • Custom Developed  CMS Modules

  • Customer Journey Analysis

  • Managed Website Services

  • Custom Developed Investor Portals

  • Solution Design Consulting.

Following the website's successful launch, Click continued to provide Montgomery Investment Management with ongoing website hosting and technical support.

However, by early 2024, Montgomery recognised the need to modernise their SilverStripe website platform. Upgrading the platform offered significant advantages, essentially delivering the benefits of a brand new website.


Click Creative partnered with Montgomery Investment Management to facilitate a comprehensive website platform upgrade. This upgrade encompassed several key features:

Enhanced Security: Upgrading the platform ensures the website leverages the latest security patches and protocols, safeguarding sensitive client information.

Improved Performance: Modernised platforms often boast faster loading times and a smoother user experience, keeping visitors engaged.

Scalability: A newer platform can readily adapt to future growth, accommodating new features and functionalities as Montgomery Investment Management's needs evolve.

Mobile-Friendliness: Today's web users primarily access websites via smartphones and tablets. Upgrading ensures the website displays optimally across all devices.

Content Management System (CMS) Efficiency: A modern CMS that simplifies content updates and management for Montgomery Investment Management's team.

Integration Potential: Newer platforms often integrate more seamlessly with third-party applications, streamlining workflows and enhancing functionality.


By proactively upgrading their fully-featured website platform, Montgomery Investment Management secured a foundation for future success. The upgraded platform offers enhanced security, improved performance, greater scalability, and with the focus on UI/UX design, a user-friendly experience across all devices, too. This ensures Montgomery Investment Management can continue to deliver a professional and trustworthy online presence for their clients.

Continued Partnership

Click Creative Digital Agency remains committed to Montgomery Investment Management's ongoing success. We look forward to collaborating with them on future website enhancements and strategic initiatives.

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