At Mantis Partners (Wealth Advisors), our mission is to empower individuals and businesses to achieve their financial goals through expert guidance and personalised strategies. With a commitment to integrity, transparency, and excellence, we provide comprehensive financial planning services designed to address every aspect of your financial life. Our team of experienced advisors works closely with you to understand your unique needs and aspirations, crafting tailored solutions that help you navigate the complexities of financial management and build a secure and prosperous future.
Our holistic approach encompasses a wide range of services, including cash flow and budgeting, insurance, investment and debt recycling, superannuation, SMSF, retirement planning, social security, aged care, estate planning, and business succession. We pride ourselves on staying at the forefront of industry trends and regulatory changes to ensure that our advice is always relevant and beneficial. Whether you’re an individual looking to secure your personal finances or a business seeking strategic growth, Mantis Partners (Wealth Advisors) is dedicated to providing the expertise and support you need to thrive.
Your life as a family has started and things might be a lot different to when you were young and independent – the most obvious being more responsibility.
Many of life’s large purchases and immediate cash needs are already addressed and income is often significantly out pacing expenses allowing for more rapid building of wealth.
It’s getting closer, but you’re not quite there yet. While you’re still in your most productive earning years, you can make a huge difference in your quality of life after you retire.
People often don’t start thinking about retirement until they are about to stop work or have the decision forced on them. With a little planning, you can make a big difference to your retirement outcome.
Working as a professional demands long hours at the office and it leaves you very little time to focus on your own tax planning and financial goals
We offer a range of tools and services to help your business cash flow management, tax effective strategies & structuring, and business insurance.